Michael Price

Last Update: 08-12-2016

Number of Stocks: 116
Number of New Stocks: 4

Total Value: $753 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Michael Price Watch

  • Michael Price Trims Boston Scientific, Buys Outerwall

    Michael Price (Trades, Portfolio) is the 271st richest person in the world, according to Forbes. A renowned money manager, he learned finance as a $200-a-week research assistant under Max Heine. The following are his largest trades of the second quarter:


    The guru reduced his stake in Boston Scientific Corp. (BSX) by 48.28% with an impact of -2.22% on the portfolio.

      


  • Wide Margin of Safety for Fossil and NeuStar

    The following stocks are trading with a wide margin of safety according to the DCF calculator, and some of them have very low P/E ratioa. GuruFocus' All-in-One Screener can be used to find similar stocks.


    Alliance Holdings GP LP (AHGP) has a market cap of $1.03 billion and a GuruFocus business predictability of 4.5 stars. The stock had a price of $16.28 on Wednesday with a P/E ratio of 5.84 and according to the DCF calculator is trading with a margin of safety of 79% since its fair value is $84.27. During the last 12 months the price of the stock has dropped by 85% and is now 65.78% below its 52-week high.

      


  • Michael Price Adds to Stake in MB Bancorp

    Guru Michael Price (Trades, Portfolio) runs the New York-based hedge fund MFP Investors LLC, which currently owns 122 stocks with a total value of $811 million. Price began his investment career shortly after he graduated from University of Oklahoma with a bachelor degree in science. In 1974, Price began working as a research assistant at Heine Securities. After the founder Max Heine passed away in 1988, Price became the president and chairman of the firm. He ran the firm until 1998, when he founded MFP Investors, which primarily focuses on value investments. MFP Investors LLC currently owns 122 stocks with a total value of $811 million.


    On April 4, Price added 79,000 shares of MB Bancorp Inc. (MBCQ).

      


  • Michael Price Buys More Than 3.5 Million Shares of Building Materials Company

    Michael Price (Trades, Portfolio), manager of MFP Investors, bought 25 new stakes in the fourth quarter. The largest was his purchase of a 3,578,527-share stake in BMC Stock Holdings Inc. (STCK), an Atlanta-based building materials and solutions provider for professional contractors.


    The guru paid an average price of $16.9 per share in a deal that had a 7.39% impact on his portfolio.

      


  • Insiders Purchase Shares at Plains GP, Barnes & Noble

    The All-in-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "February 2016."


    According to the above filters, the following are the recent buys from company insiders in the past week.

      


  • Michael Price Buys Shares in Plains GP Holdings, MSB Financial, Boardwalk Pipeline Partners

    During the third quarter many stocks got new positions in the portfolio of Michael Price (Trades, Portfolio). He bought more than 100,000 shares in Plains GP Holdings LP (PAGP), MSB Financial Corp. (MSBF) and Boardwalk Pipeline Partners LP (BWP).


    Price is the 271st richest person in the world, according to Forbes. He has a value-based approach to investing. Price buys stock in out-of-favor small cap companies that are of good value.

      


  • Analysis: Dolby Laboratories Trades at Cheap Levels With Big Guru Buyer

    Michael Price (Trades, Portfolio) runs MFP Investors, a New York-based hedge fund that focuses on value investing.  Price is one of the richest people in the world, according to Forbes. His fund disclosed an equity portfolio valued at some $699 million as of the end of the third quarter of 2015. The equity portfolio is mainly invested in Finance (37%), Technology (16%) and Health Care (15%) stocks.


    In Price's latest 13F filing, among the 10 largest holdings of his equity portfolio (which comprises 41.11% of the total portfolio value), his second principal position is worth analysis.

      


  • Michael Price Sells Holding in Hospira

    Michael Price (Trades, Portfolio) is known to prefer out-of-favor small cap companies that offer good value when he makes his investment decisions, and many of his third-quarter transactions fit that description, but some of his largest transactions involved companies with caps that exceeded several billion dollars.


    A good example is Price’s most significant third-quarter transaction – the sale of his 400,000-share stake in Hospira Inc. (NYSE:HSP), a Lake Forest, Illinois-based pharmaceutical and medical device company, for an average price of $89.48 per share. The divestiture had a -4.67% impact on Price’s portfolio.

      


  • Bearish Sentiment in Intel's Stock in the Future

    Michael Price (Trades, Portfolio) runs MFP Investors, a New York-based hedge fund that focuses on value investing. Price is one of the richest people in the world, according to Forbes. The fund disclosed an equity portfolio valued at some $699 million as of the end of the third quarter. The equity portfolio is mainly invested in Finance (37%), Technology (16%) and Health Care (15%) stocks.


    So in this article, let's concentrate on Price's latest 13F filing. Among the 10 largest holdings from Price's equity portfolio (which comprises 41.11% of the total portfolio value), I'll look into his principal position.

      


  • Michael Price Invests in Kearny Financial in Second Quarter

    Michael Price (Trades, Portfolio), who manages private firm MFP Investors, is a value investor who looks for out-of-favor small cap companies with good value. His most significant second-quarter acquisition was a 1,625,000-share stake in Kearny Financial Corp. (NASDAQ:KRNY), a holding company for Fairfield, N.J.-based Kearny Federal Savings Bank. He paid an average price of $10.42 per share in a deal that had a 2.39% impact on his portfolio.


    Kearny Financial has a market cap of $1.05 billion and an enterprise value of $1.6 billion. It has a P/E of 90.6, a Price/Book of 2.1 and a Price/Sales of 12.1. Jim Simons (Trades, Portfolio), Chuck Royce (Trades, Portfolio) and Paul Tudor Jones (Trades, Portfolio) have shares of Kearny Financial in their portfolios.

      


  • Senior Leadership Departures Cause Organizational Changes at Intel

    On July 2, Intel (NASDAQ:INTC) announced a series of organizational changes to take place in its corporate leadership structure. The changes are primarily driven by two executive officer departures. Intel Corporation President, Renee James, has resigned after over 25 years with the company. Executive officer Arvind Sodhani has also announced his retirement.


    James had broad leadership responsibilities of which she will transition in the final months of the year. Her direct reporting roles will be disbursed among various executive officers including Chief Executive Officer Brian Krzanich until a full solution has been implemented for her replacement.

      


  • Michael Price's Principal Holding Intel Corp. Has Upside Potential

    Michael Price (Trades, Portfolio) runs MFP Investors, a New York-based hedge fund, which focuses on value investing. 


    MFP Investors disclosed an equity portfolio valued at $755.46 million as of the end of the first quarter of 2015. The equity portfolio is mainly invested in Finance (32%), Health Care (15%) and Technology (15%) stocks.

      


  • Michael Price keeps on buying S&W Seed Company

    Michael Price (Trades, Portfolio) is the manager of MFP Investors LLC, a hedge fund composed of 97 stocks and with a total value of $775 millions.


    As reported on this article, during Q1 he bought 1,294,000 shares of S&W Seed Company (SANW) and during the month of June 2015 he kept on buying shares of the company, increasing his stake by 4.01% with an impact of 0.03% on his portfolio.

      


  • Michael Price Invests in 11 Companies in First Quarter

    Value investor Michael Price (Trades, Portfolio) is known for acquiring stock in out-of-favor small cap companies that are believed to be good values. His approach has paid off: Today, he manages MFP Investors, with $1.6 billion under management, much of it his own money.


    Price invested in 11 new buys in the first quarter. By volume, the largest was his acquisition of 1,294,000 shares of S&W Seed Company (NASDAQ:SANW), a Fresno, California-based agriculture company specializing in breeding, production and processing for the alfalfa and stevia industries, for an average price of $4.55 per share. The purchase had a 0.79% impact on his portfolio.

      


  • Weekly CEO Buys Highlight: CLR, KMI, TEP, HLX, MRO

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:



    Continental Resources Inc (NYSE:CLR): CEO & Chairman, 10% Owner Harold Hamm Bought 139,621 Shares

      


  • FMC Corp. Hikes Shareholders Dividends

    In this article, let's take a look at FMC Corp. (NYSE:FMC), a $8.43 billion market cap company, which is a diversified chemical company that provides solutions, applications, and products for the agricultural, consumer, and industrial markets in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific.


    Dividends Follow Earnings

      


  • Bill Nygren Focuses On Apache Corp.

    Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. Nygren has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota.


    Web Page:http://www.oakmark.com/

      


  • Legendary Value Investor Michael Price's New 13-f Filing

    Summary


    Michael Price (Trades, Portfolio) legendary value investor hedge fund MFP Investors has submitted its 13-f filing with the SEC. MFP Investors for the fourth quarter equity portfolio had an market value of approximately $818 million. During the fourth quarter Michael Price (Trades, Portfolio)'s hedge fund acquired new positions in 17 companies including Anchor Bancorp (NASDAQ:ANCB), First Security Group (NASDAQ:FSGI), Continental Resources (NYSE:CLR), Helmerich & Payne (NYSE:HP) and News Corp (NASDAQ:NWSA) (NASDAQ:NWS). These five new companies added to MFP Investors portfolio are now major positions in its portfolio.

      


  • 5-year lows: GulfMark Offshore Inc, Tetra Technologies Inc, PICO Holdings Inc, and Geospace Technologies Corp.

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: GulfMark Offshore Inc (NYSE:GLF), Tetra Technologies Inc (NYSE:TTI), PICO Holdings Inc (NASDAQ:PICO), and Geospace Technologies Corp (NASDAQ:GEOS).


    GulfMark Offshore Inc (NYSE:GLF) Reached $19.25

      


  • Guru Michael Price Continues to Invest in Financial Services

    Value investor Michael Price could be featured in a quarterly version of the Dos Equis beer commercials. He doesn’t always invest in a lot of companies in a given quarter, but, when he does (and even when he doesn’t), it is likely to be in financial services. That is where nearly 28% of his investment activity is, more than double any other sector.


    In the third quarter of 2014, Price traded in nearly three dozen companies. In the second quarter, he traded in nearly four dozen companies. It was roughly the same story in the first quarter. In each quarter of 2014 – and most of the quarters that preceded those of 2014 – many of his trades dealt with financial services stocks.

      


  • Weekly CEO Buys Highlight: BH, CLMS, OPK, CPRX, BRT

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Biglari Holdings Inc (NYSE:BH): Chairman and CEO, 10% Owner Sardar Biglari, Bought 12,249 Shares

      


  • If You Don't Care About a Company's Story, You Don't Care About What Happens to Your Money

    Michael Price (Trades, Portfolio), manager of MFP Investors, likes to buy his stocks from companies that are sailing on rough waters. He does not go for the nice and comfortable stocks that are a guaranteed win – well, as guaranteed as you can get in the market; we all know nothing is promised when it comes to investing – instead, he looks at companies that are selling their shares 30-40% below their estimated intrinsic value.


    "We know it's easy to get swept away in a growth market. But I've been in this business more than 25 years, and I've watched investors figure out a way to justify incredible multiples, only to see valuations collapse back to the underlying worth of the company. We are value investors, and, at these prices, we aren't going to buy names like Microsoft," he said.

      


  • EMC Increases its Focus on Software

    In this article, let's take a look at EMC Corporation (NYSE:EMC), a $60.82 billion market cap company that is one of the world's largest suppliers of enterprise storage systems.


    Cash is King

      


  • David Winters Chastises Coca-Cola and Buffett Again

    David Winters (Trades, Portfolio)' is a deep value investor and runs Wintergreen Advisors. He was mentored by Michael Price (Trades, Portfolio) and Max Heine at Mutual Series in the late '80s. He believes that management is just as important as buying at a deep discount to intrinstic value.


    David gives his take on Coca-Cola's (NYSE:KO) management, and essentially calls for them to step aside.

      


  • General Motors Reinstated Dividend Payment

    In this article, let´s consider General Motors Company (NYSE:GM), a $49.36 billion market cap that is the world's second-largest producer of cars and trucks. It has a trailing P/E ratio that indicates that the stock is relatively overvalued (PE 50.9x vs Industry Median 15.8x).


    The company maintains quality and has one of the best designs. Not only cars, it is also a leader in truck models, too. We think that, in the near future when vehicle demand recovers, the firm will be in an excellent position to grow its earnings. Further, the company focuses on four brands instead of eight, making marketing efforts more concentrated and efficient. Efficiency is reflected also in pricing policies, where it developed a pricing model searching for profitability. This means that is operating a demand-pull model where it produces only to meet demand.

      


  • Michael Price’s Top Sells – 11 Gurus Exit SFD

    Guru Michael Price is averaging a 12-month return of 72.41%. As of the third quarter, his private firm, MFP Investors, has a portfolio of 88 stocks, 5 of them new, a total value at $752 million, with a quarter-over-quarter turnover of 8%. The portfolio is currently weighted with top three sectors: financial services at 33.3%, healthcare at 13% and energy at 12.4%.

    Part of the billionaire exodus that left SFD behind, Price is one of 11 gurus that sold out Smithfield Foods Inc. in the third quarter, after making massive gains on it for years. In September, the global packaged food company was bought by Shuanghui International, a large stakeholder of China’s largest meat processor and largest publicly traded meat company, Henan Shuanghui Investment & Development Co.  


  • Bargain Hunting with Phenom Michael Price for 52-Week Lows

    Guru Michael Price of MFP Investors LLC is a self-made investing phenom averaging a 12-month return of 84.84%. Over 12 months, Price is the fourth highest returning guru, following John Paulson at 296.45%, Michael Dell at 270.13% and Robert Karr at 89.84%.

    From a bargain hunter’s perspective, here are three companies held by Michael Price that are near a 52-week low. These companies were also screened for yield, starting with Teva Pharmaceutical Industries with a yield of 2.80%.  


  • Contrarian Ideas You May Want to Take a Look At

    Here I take a look at two stocks that analysts from different investment firms have been downgrading since the year started. I believe there exists a long case for both of these companies. Their future could be brighter than what the market seems to be expecting and, hence, deserve a second look. Investors such as John Burbank and Michael Price are already long!

    Betting on Renewed Growth  


  • More Billionaire Bargains, 29% Off

    Today the GuruFocus Guru Bargains feature reveals four more stocks that are 29% or more off since a number of billionaires bought them. Consider the possible advantage of following in the footsteps of billionaire gurus who’ve already invested in these stocks. Billionaire buys can indicate a probability that these stocks may be bargain finds.

    Alon USA Energy Inc. (NYSE:ALJ) - Yield 1.80%  


  • Michael Price’s Top Six Sells

    Renowned value investor and money manager, Michael F. Price is one of the richest people in the world, with a net worth of 1.3 billion as of March 2013, according to Forbes. Price manages his own personal wealth through his private firm, MFP Investors LLC, with around $1.6 billion under management. The updated portfolio of MFP Investors has 92 stocks, 10 of them new, a total value at $747 million, with a quarter-over-quarter turnover of 13%. The portfolio of MFP Investors is currently weighted with top three sectors: financial services at 33.8%, healthcare at 14.4% and consumer cyclical at 13.3%.

    Here are six sells and reductions that made the highest impact on Michael Price’s portfolio in the second quarter of 2013.  


  • Weekly CEO Buys Highlight: AMH, HTH, ARCP, KYN, HK

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

      


  • Scoreboard of Gurus – Highest Gain Investors and Six Stocks

    The last six months have been an exciting time for the highest-gaining Gurus Jean-Marie Eveillard, Michael Price, Robert Karr and David Nierenberg. According to the GuruFocus Score Board of Gurus, their performance is as follows:

    Jean-Marie Eveillard, First Eagle Investment Management LLC  


  • Michael Price - A Penchant for Hard-Hit Banks

    Breaking up is hard to do, especially for global banks. Last summer when major bank stocks were below tangible book value, Michael Price of MFP Investors told Bloomberg, “That means the pieces are worth more than the whole.” At the end of May 2013, Moody's upgraded the U.S. banking system from “negative,” where it had sat for five years, to “stable.” However, smaller, distressed banks with ailing loan portfolios are merging for survival and creating opportunities for billionaire investors like Michael Price, whose trading shows a penchant for hard-hit banks.

    In April, Price made a new buy of savings and cooperative banker First Security Group Inc. (NASDAQ:FSGI) where insider trading was very active in the same month with anticipated growth from First Security’s recent recapitalization. The company is down 14% over 12 months. Price’s other top holding West Coast Bancorp was recently sold to Columbia Banking System Inc. (NASDAQ:COLB), up 40% over 12 months.  


  • Best Performing Guru of Past 6 Months Is... John Paulson?

    Celebrated for his record payday in 2010, John Paulson has more recently been noted for the deterioration of his gold fund, wherein he lost 28% in the first quarter. This followed double-digit losses in his flagship funds, the Advantage Funds, in 2011 and 2012. But GuruFocus’ Score Board of Gurus suggests that the manager of the $18 billion hedge fund Paulson & Co. may be enjoying the beginning of a turnaround. His stock picks of the past six months have had the highest average gain of all the gurus, at 399.4%.

    Paulson is followed distantly by First Eagle Funds, whose picks returned 110%, and Michael Price, whose stocks returned 106.6%.  


  • BSX and ABMD Highlight Increased Insider Buying in the Medical Technology Sector

    In the past week we saw an increase in insider buying coming from the health care industry. Last week GuruFocus reported 31 different insider buys coming from 19 different health care-based companies. These buys spanned across the sector from research and development labs to pharmaceutical companies. The following four companies are all a part of the medical supply sector of the health care industry. They represent significant insider buys coming from one or more directors or corporate executives.

    1. Abiomed (ABMD)  


  • From Rags to Real Estate, Trinity Place Emerges - Michael Price Buys Big

    Once again Guru Michael Price, founder of MFP Investments LLC, has timed his buy to cash in on the completion of a company’s major transformation, according to GuruFocus Real Time Picks.

    Last September Syms Corp. completed its financial restructuring and emerged from Chapter 11 as Trinity Place Holdings Inc. (TPHS). The company formerly called Syms Corporation was a 52-year-old discount chain that eventually dwindled as competitors like TJ Maxx and Marshalls spiked cheap leftover fashions into a super-hot retail category. Divorced from its discount retailer days, Trinity Place has changed not only its name but also its focus - to 16 commercial real estate properties in nine states and a variety of intellectual properties. CEO of Trinity Place Holdings, Lauren Krueger, described Trinity as “…an entirely new company with attractive real estate and intellectual property assets.”  


  • Michael Price - Buys FSGI as Bank Completes Recapitalization

    As of April 11, 2013, Guru Michael Price, founder and manager of MFP Investors LLC, bought 6,080,000 shares of a new holding, First Security Group (NASDAQ:FSGI), at an average price of $2.45. The current share price is $2.46, with a 0% change from average. FSGI stock is up 12% over the last 12 months. The P/E ratio is 21.9, the P/B is 2.8 and the P/S is 0.8139.

    Price’s new buy comes just in time to catch the wave of anticipated growth from First Security’s recapitalization completed several days ago. The company’s strategic recapitalization includes new capital, TARP CPP restructuring and the sale of non-performing loans. To improve its risk profile and enhance profitability, First Security Group injected approximately $65 million into its subsidiary FSGBank to improve regulatory capital ratios and to support future growth, according to the company.  


  • Hewlett-Packard Is a Value Trap

    In a recent article on value stock and value traps, I highlighted five characteristics of value traps from a presentation by legendary short-seller Jim Chanos.

    They were:  


  • Will Tyco End Up Like ITT? Reviewing a Break-up

    It’s now been four and a half months since ITT (NYSE:ITT) broke itself up into three separate companies. I advocated investing in ITT before the break-up, and I wanted to review the position and see if it met my expectations. It’s also worthwhile to review this investing style since Tyco (NYSE:TYC) is also doing a three way break-up by the end of the year.

    I initiated a position in ITT on July 12, 2011 and completed my buying on August 1, 2011. My average purchase price was $54.30. Some gurus took the same approach that I did. Michael Price had a significant position and has continued to add to ITT post break-up. Joel Greenblatt, Steven Cohen, Jeremy Grantham, Jean-Marie Eveillard, and a few others also purchased before the break-up, probably at better prices than me.  


  • Goodwill and Goodwill Impairment in Value Investing

    Warren Buffett has said that accounting was the language of the business, and in order to understand how a business is operating, investors should understand accounting and its flaws so that they can give proper judgment on the real performance of certain businesses. The number representation is just one thing, but what is really going on behind the numbers, is very crucial.

    In financial statements, there are some items which reflect the real economic activity that are very useful for investors to judge the intrinsic value of a business. There are also other items which are just accounting figures. They just happen to be the booking of certain economic transactions but are not helpful for investors to focus on to determine the true business value. One accounting item which has been talked and discussed quite often is “goodwill,” and actually in one of my posts, I hwrote about Warren Buffett's discussion on the goodwill matter.   


  • Billionaire Value Investor Michael Price's MFP Top Conviction Picks: JNS, LNCR, PFE, NLC, JCP

    Michael F. Price was born in 1953 in New York. He graduated in 1973 from the University of Oklahoma with a Bachelors degree in Business Administration. Price has become one of America’s most successful value investors. He sees an opportunity in a company going through financial difficulties and provides it with much needed cash by buying it’s stock at substantial discount to its true value, allowing it time to overcome it’s problems. His commonsensical approach to investing has enabled him to generate lofty returns over the years.

    Price does not buy a stock unless he has strong reason to believe that the stock is offering value greater than what is indicated by its market price. He conducts thorough research in order to identify companies which have great potential and undervalued stocks.  


  • Stocks You Can Buy Cheaper Than Michael Price, John Griffin and Lee Ainslie

    All hedge funds managers make mistakes. Even the best value managers could be prone to errors in valuation or could ignore big trends that could make their positions suffer big losses.

    I think that it could be a big opportunity to buy stocks at much cheaper valuations than super-value managers did. Of course, all these stocks deserve careful research before making the purchase. For example, In the beginning of 2009, I started to see that Gurus started accumulating tech stocks, even though they were going down in price. That was the starting point for me to analyze that the technological sector was ridiculously cheap in 2009, so I started buying MSFT, AAPL, QQQ, etc. I am analyzing four stocks at this moment from well respected managers that got my attention:  


  • Portfolio Concentration: Integral Part of the Value Investment Philosophy of Many Gurus

    One of the most difficult aspects of value investing is finding a particular investment philosophy and sticking to it for the long run. One of the inherent problems with using a long-term value investing strategy is the inability to evaluate the effectiveness of the strategy over shorter periods of time. Rather, an investor must rely on the assumption the strategy will be successful over long periods of time, even when the performance of the strategy has been lackluster in the short term. Thus, in order for a value approach to be successful, one must have the discipline and full commitment to the approach. However, it’s difficult to commit to any approach for the long-term when there is uncertainty surrounding the effectiveness of the approach.

    In addition, the fact that we are putting wealth at risk by using an uncertain strategy that must be committed to for a minimum of 7-10 years is mentally troublesome. If the strategy does not perform well for the first 10 years in comparison to other strategies, certainly one would have been better off using another strategy. This is the risk one has to be willing to take. Investing success is therefore, not only reliant on the validity of our philosophy, but also the conviction and discipline to stick to the philosophy over time.  


  • Gramercy Capital (GKK): A Graham Stock Wrapped in a Mystery

    The investment analysis below is our twelfth in our series of guest posts, and is brought to you by friend of the blog PlanMaestro of the fantastic Variant Perceptions. We will keep the intro quick but safe to say we are honored to bring our readers Plan’s latest write-up on Gramercy Capital (GKK), which is as insightful and illuminating as we have come to expect from one of our favorite investors. In typical PlanMaestro fashion, we have decided to post the thesis in three parts, the first of which is below. Enjoy!

    There has been several discussions of the disappearance of Graham stocks in the current market. However, such opportunities still appear if we do some research and go beyond just screening.  


  • The Winning Stock Idea from the Ira Sohn Conference

    This year the first Ira Sohn Investment Contest took place at the Ira Sohn Convention. Here are some details:

    · Participants submitted their best idea (long or short).  


  • Ira Sohn Conference: Michael Price on Goldman and Other Banking Stocks

    Michael F. Price is the president and managing partner at MFP Investors LLC. He is the president of The Price Family Foundation Inc. Price was the chief executive officer, president, and chairman at Franklin Mutual Advisers from 1986 until Nov. 1, 1998. He is a member of the Johns Hopkins Berman Institute of Bioethics. Price also serves on various boards of the Albert Einstein College of Medicine, University of Oklahoma Foundation, Johns Hopkins and Jazz at Lincoln Center. He is a Director of Liquidnet Holdings. In 1999, the University of Oklahoma honored him with a doctor of humane letter. Price earned his Bachelor of Arts/Science in 1973 from the University of Oklahoma.

    Before introducing the winner of the stock contest; Michael Price spoke a bit about the banking sector and other stocks he is bullish on.  


  • Billionaire Value Investor Michael Price Q1 Portfolio Update

    This is the portfolio chart of Michael Price. You can click on the legend of the chart to show/hide buys, sells or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.

      


  • Michael Price Says Goldman Sachs Is ‘Great’ Value Stock

    May 3 (Bloomberg) -- Michael Price, president of MFP Investors LLC, talks about the state of the financial markets and factors driving corporate mergers and acquisitions, his investment strategy and some of his holdings, and concerns about food inflation. Price speaks with Tom Keene on Bloomberg Television's "Surveillance Midday."


    Michael Price Says Goldman Sachs Is ‘Great’...by Bloomberg  


  • Spring 2011 Issue of Graham and Doddsville

    The Spring 2011 issue of Graham and Doddsville is now available. Featured interviews include investors Michael Price and Paul Johnson.

    Below is a brief excerpt, followed by a link to the full issue:  


  • Michael Price Buys CHUX, HTBK, MFE, PAY, Sells PEP, CIT, ATX, CF

    This is the Q3 portfolio update for billionaire investor Michael Price. Michael Price likes to invest in small cap companies. If you are looking for bargains in small cap, you should look at his portfolio.

    As of 09/30/2010, MFP Investors LLC owns 111 stocks with a total value of $488 million. These are the details of the buys and sells.  


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