Print
Email
In this appearance Tilson makes the following useful observations and a whole bunch more; enjoy the hour with Tilson:
- Still likes Dell (Dell) and Microsoft (MSFT).
- Every value guy he knows owns some of either Cisco (CSCO), Oracle (ORL), Intel (INTC), HP (HPQ), Microsoft (MSFT) or Apple (AAPL) as they are all at least sort of cheap.
- Has looked at HP but preferred Dell because it was just as cheap without the hair on it.
- Less enthusiastic about Dell at $18 than when he bought at $14 but it is still cheap.
- J.C. Penney (JCP) is 90% a bet on Ron Johnson succeeding, his initial bet was on Bill Ackman.
- Thinks J.C. Penney has a lot of upside through picking off low hanging improvements in operations, that low-hanging fruit is being picked by the two best retailers in the business.
- Admits J.C. Penney doesn’t look cheap on historical earnings.
MORE GURUFOCUS LINKS
CSCO STOCK PRICE CHART
» more
GURU INTERVIEWS
» more
GURU NEWS
- Activist Investor Carl Icahn Bought Into Chesapeake Energy (CHK) - GuruFocus
- Doom & Gloomer Marc Faber Says Global Recession 100% Certainty - guruhl
- Eddie Lampert Slashes Stakes in Four Stocks - guruhl
- Facebook: The Bull Case - Intelligent Speculator
» more
VALUE IDEAS
» more
MORE BY CANADIANVALUE
- What Is on Jim Grant’s Mind? - Mar 29, 2012
- Vulture Investing Guru Wilbur Ross on the Fed, the Economy and Investment Strategy - Mar 15, 2012
- Goldman Sachs CEO Lloyd Blankfein’s Internal Response to Departing Employee’s Memo - Mar 14, 2012
- The World’s Richest Man Has Some Thoughts on Fixing the Global Economy - Mar 07, 2012
» more
TOP RANKED ARTICLES
- Berkshire Hathaway Shareholder Meeting Notes - GuruFocus
- Free Cash Flow Isn't Everything - Geoff Gannon
- Stay Away from the IBEX - Chandan Dubey
- Earnings Yield or Free Cash Flow Yield: Which Should You Use? - Geoff Gannon
» more
YOU MAY ALSO LIKE
Market Overvalued, How to Invest?
Stay defensive! GuruFocus Buffett-Munger Screener is the screen for high quality companies at undervalued prices. The portfolio of Buffett-Munger companies has outperformed the market every year.
