2010 outlook

Gary Shilling has said his piece for 2010, and eleven specific areas are 'sells' in his view. Here's what Shilling suggests NOT owning this year: 1. U.S. stocks in general 2. Home-builder and selected related stocks 3. Big-ticket consumer discretionary equities 4. Banks & other financial...

Want to know what Bill Miller, chairman, chief investment officer and portfolio manager at Legg Mason Capital Management, likes right now? Would it change anything if you knew he had managed to beat the S&P 500 for 15 years running with his fund? It should. Miller's Recommendations: IBM (NYSE:...