Top value investor Ron Muhlenkamp says he’s holding more cash than he normally would in a recovery, because of concerns about European debt, the U.S.’s balance sheet, and China’s tightening. But, he says the time to go all in on stocks may be nearing. “When we resolve this — if November 2012 comes out the [...]
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Tag Archives: Ron Muhlenkamp
Muhlenkamp Skeptical of Fed Plan; Says Market’s “Cadillacs” Cheaper than “Chevys”
September 22, 2011
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Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is doing more to keep interest rates low “as if the reason people weren’t buying houses had anything to do with interest rates”. He says lower [...]
Read moreMuhlenkamp: It’s All About Europe
August 11, 2011
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Top value investor Ron Muhlenkamp says he’s finding attractive stocks in the market right now, but that continued selling because of fear or a need to meet margin calls could keep stocks headed downward in the short term. “If we see signs of indiscriminate selling, we will continue to move to a cash position in [...]
Read moreMuhlenkamp Likes Big Global Growth Plays
May 26, 2011
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Top value investor Ron Muhlenkamp says big international growth stocks like Intel look attractive right now. “It is fascinating that Intel sells for just 10 times earnings,” Muhlenkamp tells Money Magazine. “Intel dominates the chip market, and its balance sheet is rock-solid. And it has a 3.3% dividend yield — that is irresistible.” Muhlenkamp also [...]
Read moreMuhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
April 25, 2011
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Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he thinks stocks have continued to climb a wall of worry in recent months because of the attractive prices that existed six months ago; the U.S. [...]
Read moreMuhlenkamp Likes Big Tech Plays, Auto-Related Stocks
April 8, 2011
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Top value investor Ron Muhlenkamp is finding value in large-cap technology stocks, as well as some picks in the automobile industry. “European banks and insurance companies were big sellers of big-cap technology in 2010 when the extensive problems in Europe were being revealed,” Muhlenkamp tells TheStreet.com. “Pressure has kept stocks cheaper than they otherwise would [...]
Read moreMuhlenkamp “Near Fully Invested”
January 27, 2011
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In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is now “near fully invested”. In the U.S., Muhlenkamp says the extension of the Bush-era tax cuts should help increase employment, but he also says state [...]
Read moreMuhlenkamp Likes Financial Services, Tech Stocks
April 22, 2010
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Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as well as technology stocks. Muhlenkamp tells CNBC that he thinks that, while people are now saving more of their money, they’ll eventually want to return [...]
Read moreNatural Gas: Ready to Take Off?
February 10, 2010
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Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which bodes well for firms that deal in the clean-burning fuel. “We’re about to see a dramatic increase in the use of natural gas in transportation,” [...]
Read moreRitholtz, Muhlenkamp Talk Markets
December 11, 2009
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Barron’s assembled several top strategists for a recent round table discussion of where the markets are headed as 2010 nears. Among those participating were Fusion IQ’s Barry Ritholtz, and mutual fund manager Ron Muhlenkamp, both of whom offered some interesting thoughts. Ritholtz says he thinks we are in a “cyclical bull market rally within a [...]
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