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Rady Asset Management, CNBC - July 13th, 2010
Harry Rady discusses his views on Ford with Maria Bartiromo
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"Stock Brawl! - Citigroup" |
Rady Asset Management, CNBC - July 7th, 2010
Harry Rady discusses his views on Citigroup with Dick Bove and Maria Bartiromo
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"What to buy in US markets" |
Rady Asset Management, CNBC - Apr 30th, 2010
Harry Rady discusses his current picks in the US Equity markets.
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Rady Asset Management, CNBC - Jun1 1st, 2010
Harry Rady discusses his natural gas favorites
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Rady Asset Management, CNBC with Larry Kudlow - Mar 16th, 2010
Harry Rady discusses the possibility of potentially higher rates despite the determination of the Fed to keep rates low.
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Rady Asset Management, Bloomberg TV with Matt Miller - Feb 26th, 2010
Harry Rady discusses the benefits of the long/short strategy in a choppy and volatile market. Rady sees opportunities in the Utilities and Healthcare sector on the long side. Watch Video >>
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Rady Asset Management, Bloomberg TV with Matt Miller - Feb 26th, 2010
Harry Rady discusses the benefits of the long/short strategy in a choppy and volatile market. Rady sees opportunities in the Utilities and Healthcare sector on the long side. Watch Video >>
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"Opportunities in the Utility Sector" |
Harry Rady, Rady Asset Management on CNBC - November 20th, 2009
As a contrarian investor, RAM invests in out of favor blue-chip stocks. Utilities are trading at decade low valuations, and many of them pay generous dividends.
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Harry Rady of Rady Asset Management on CNBC's "Closing Bell" - March 25th, 2009
Credit is not yet flowing to small businesses. The Fed needs to backstop the housing market by providing a cheap mortgage program.
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"The 'bear market' rally" |
Harry Rady, Rady Asset Management, CNBC - March 3th, 2009
The volatility is creating extraordinary opportunities. As a long/short manager we are able to benefit from the peaks as well as the troughs.
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"President Obama's stimulus proposal" |
Harry Rady, Rady Asset Management, Fox Business - February 2th, 2009
The stimulus will entail an excessive supply of treasuries and will eventually lead to inflation. We are very bearish on long-dated treasuries.
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"The Big 3 bailout hearings" |
Rady Asset Management on Fox Business Network - December 4th, 2008
The auto industry is structurally flawed. If these flaws are fixed, the US auto industry can effectively compete with global manufacturers.
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"Warren Buffet and Berkshire Hathaway" |
Harry Rady, Rady Asset Management on Fox Business - November 25th, 2008
We are not fans of the conglomerate approach and are staying away from consumer discretionary names. Berkshire is being impacted by consumer cyclical held in the portfolio that are vulnerable at the moment.
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"The benefits of buying health care stocks in today's market" |
Harry Rady, Rady Asset Management on CNBC - November 9th, 2009
Many healthcare stocks have pristine balance sheets and healthy product pipelines but are trading at depressed levels because of uncertainty of healthcare reform.
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Rady Asset Management, CNBC with Maria Bartiromo - April 13th, 2009
The financial sector is attractive and trading at a low valuation but it is hard to pick individual winners, so we are long the sector ETF. Watch Video >>
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"Potential opportunities on the short side of the market" |
Rady Asset Management, CNBC with Maria Bartiromo - May 13th, 2009
Expectations are too high on the consumer discretionary side and valuations are getting stretched. This has presented us many short opportunities.
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"How Rady is investing in these uncertain times" |
Harry Rady, Rady Asset Management on CNBC - October 7th, 2009
We are concerned about the excessive supply of treasuries that are being issued in order to fund the deficits. As investor demand wanes, long term rates are bound to go up.
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"Opportunities in the heath care sector" |
Harry Rady, Rady Asset Management on CNBC - August 18th, 2009
If the healthcare reform is implemented we believe that commoditized generic service providers will likely get squeezed but companies with strong intellectual property will outperform.
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"Opportunities with specific stocks in the dining sector" |
Harry Rady, Rady Asset Management on CNBC - August 6th, 2009
There are opportunities in dining stocks but a lot of them have run too far too fast. We like Morton’s because it is trading under its book value and we believe that it has strong earnings power.
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"Market outlook for 2009 with Bob Pisani" |
Harry Rady, Rady Asset Management on CNBC - July 29th, 2009
We are concerned about the market backdrop but the market volatility creates long as well as short opportunities. We like drug and biotech and are short 2nd tier consumer discretionary names.
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"The poor quality of earnings released during the current market rally" |
Rady Asset Management on CNBC Squawk Box - July 20th, 2009
We are defensively positioned against the bear market rally. Select biotech and defense stocks are a good bet right now as longs.
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"The bond market in relation to the equity markets" |
Rady Asset Management, CNBC with Rebecca Jarvis - May 22nd, 2009
The excessive issuance of debt by the Fed has created a disconnect between the bond and equity markets. The low rates cannot be sustained and once they go up, they will drag down the equities.
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"Concerns with the current market rally" |
Rady Asset Management on CNBC Squawk Box - June 9th, 2009
Our job is to preserve capital so we are being cautious and are taking some chips off the table.
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"Potential short opportunities on 2nd and 3rd tier companies" |
Rady Asset Management from the floor of the NYSE - June 4th, 2009
The beta rally is presenting opportunities for us to short 2nd and 3rd tier companies that are trading at unjustified levels in our opinion.
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