T. Rowe Price Group (TROW)

Citigroup cuts its rating on Franklin Resources. On Jan. 6, I posted that concerned with the firm's exposure to poor-performing EU fixed-income markets, I sold my long Franklin Resources (BEN) position and moved the money into T. Rowe Price (TROW), ...

Let's pull back a level. Favorite long sector: Asset managers/discount brokers that benefit from a rotation out of bonds and into stocks, including T. Rowe Price (TROW), Legg Mason (LM), Waddell & Reed (WDR), Och-Ziff (OZM), Charles Schwab (SCHW) an...

But I have raised my positions in Legg Mason, T. Rowe Price, Och-Ziff Capital Management and Waddell & Reed to make up the difference. Housekeeping item: I have eliminated my long Franklin Resources (BEN) position and have raised Legg Mason (LM), T....

T. Rowe and Och-Ziff aren't as exposed to sovereign debt in Europe. I am emphasizing T. Rowe Price (TROW) and Och-Ziff Capital Management (OZM) over Franklin Resources (BEN) in the asset manager space now, as I am increasingly concerned about Frankl...

I added to 13 longs and only one short. I added to the following longs today: Financial Select Sector SPDR (XLF), XL Group (XL), T. Rowe Price (TROW), SunTrust (STI), Prudential (PRU), Och-Ziff Capital Management (OZM), MetLife (MET), Lincoln Nation...

My favorite sector to buy is the asset managers, and my favorite sector to short is the dental stocks. Favorite sector (long): asset managers. Favorite sector (short): dental stocks.

I am long Franklin Resources, Waddell & Reed, Legg Mason and T. Rowe Price.  Surprise No. 11: Mutual fund inflows return in force. With confidence renewed, domestic equity inflows begin to pour into equity mutual funds by midyear and approach a $100...

Sometimes they come true. This sort of low-volume selloff is exactly what I hoped for as I continue to increase my net long exposure. My buying today has been broad based - including SPDR S&P 500 ETF Trust (SPY) PowerShares QQQ (QQQ)  Financial Sele...

I have added to a basket of longs. I am treating today's swoosh lower as an opportunity to add to my net long exposure. Thus far I have added small to Financial Select Sector SPDR (XLF), Waddell & Reed (WDR), T. Rowe Price (TROW), SunTrust (STI), Me...

See surprise No. 11 to find out why. In this morning's "15 Surprises for 2012," I add a new feature following each surprise in which I express a way that an investor/trader can capitalize upon the surprise. Toward that end, see surprise No. 11 to fi...

What surprises might occur in 2012 -- and how can we profit? "Never make predictions, especially about the future." -- Casey Stengel While I had a reasonably successful surprise list for 2011, with about half my surprises coming to fruition, the rea...

Be short bonds, and be long asset managers. The grand rotation out of bonds and into stocks might have commenced. How to play it? Be short bonds (and long ProShares UltraShort 20+ Year Treasury (TBT)), and be long the asset managers (Franklin Resour...

My favorites are Franklin Resources, Legg Mason and T. Rowe Price. I continue to pick at the asset managers, with my favorite stocks being Franklin Resources (BEN), Legg Mason (LM) and T. Rowe Price (TROW). As I have previously written, I expect a l...

T. Rowe Price receives an upgrade from Ticonderoga. Ticonderoga Securities (home of Uncle Vinnie Farrell) upgrades T. Rowe Price (TROW) from Neutral to Buy with a price target of $57.