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Tom Keene Interviews Value Investor Michael Price
Posted by: CanadianValue (IP Logged)
Date: April 1, 2013 10:20AM
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,