http://theguruinvestor.com/2009/09/04/muhlenkamp-says-to-lower-expectations-but-still-sees-bargains/ Thoughts, ideas and insight from the top minds in the investment world Thu, 09 Feb 2012 07:34:27 +0000 hourly 1 http://wordpress.com/ http://theguruinvestor.com/2009/09/04/muhlenkamp-says-to-lower-expectations-but-still-sees-bargains/#comment-517 Sat, 05 Sep 2009 05:51:17 +0000 http://theguruinvestor.com/?p=2631#comment-517 [...] significantly ahead of the S&P 500 for the past 15 years, also sees opportunities. He’s high on healthcare stocks, despite all the talk of huge reform in that area. “The best time to buy pharmaceutical or health care stocks has always been in election years, [...]

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