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Consuelo Mack WealthTrack: Bill Miller
Posted by: GuruFocus (IP Logged)
Date: February 9, 2013 07:27AM
Consuelo Mack WealthTrack: a TV exclusive with (former) legendary value investor Bill Miller. Miller's Legg Mason Capital Management Opportunity Fund beat the S&P 500 for 15 consecutive years, which ended in 2005. He has since underperformed the market dramatically. Last year he was the number one mutual fund. Whatever that means.
As always, he is bullish. He thinks that the bull market has a big room to run. He discussed home builder stocks Pulte Homes (PHA), financial stocks, and airlines (UAL), Apple (AAPL). He said that Apple is one of the worst asset allocators among big corporations.
Bill Miller is coming back? Still remember Washington Mutual, BearStearns?
Stocks Discussed: PHA, UAL, AAPL,