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CanadianValue
CanadianValue
Articles (4601) 

Ron Muhlenkamp’s Favorite Stocks are Companies He Thought He Would Never Own

March 25, 2012 | About:


- Thinks China stepped on the brakes about a year ago so he expected a slowdown

- China now has its foot off the brake but isn’t going to step on the gas until inflation is clearly under control

- Muhlenkamp is finding value in the United States primarily

- Companies are concerned what the rules are going to be a year from now (post election)

- Right now Muhlenkamp owns Microsoft, Intel, Pfizer, United Health, which have good balance sheets, are trading at ten time earnings, he feels he has to own them

























About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.6/5 (11 votes)

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