|New Threads Only:|
|New Threads & Replies:|
Forum List » Guru News and Commentaries|
Guru News, Stock picks and commentaries
Tom Keene Interviews Value Investor Michael Price
Posted by: CanadianValue (IP Logged)
Date: April 1, 2013 03:20PM
Michael Price is royalty in the value investing world. Price took the value investing torch from Max Heine at Mutual Series in the 1980s and ran with it until the company was merged with Franklin.
Price now runs his own value investing firm.
In the interview Price discusses his focus on proxy fights as a source for investment ideas.
One recent example is Hess (HES) where he thinks constructive change is taking place. He thinks Hess with a $30 billion market cap and trophy assets could be a logical takeover candidate with the influence of activist shareholders pushing in that direction.
In the interview we also get Price's opinion on high profile companies Dell (DELL), Apple (AAPL) and J.C. Penney (JCP). Additionally, Price goes into his short position in Chesapeake Energy (CHK).
Stocks Discussed: DELL, AAPL, CHK, JCP,
Disclaimers: GuruFocus.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The gurus may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.