1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Canadian Value
Canadian Value
Articles (4624) 

Steve Forbes Interviews Portfolio Manager Linehan Who Is Avoiding Apple But Likes Microsoft

June 14, 2013 | About:

John Linehan is the head of U.S. equities for T. Rowe Price. He consider himself a "bottoms up" investor who seeks to beat the market by knowing the companies he owns better than everyone else.

Linehan thinks that knowing the people running the companies is extremely important. While looking at balance sheets and valuations is obviously key, quality of management is integral as well.

When asked why the market is going up while the world looks scary, Linehan thinks that climbing a wall of worry is always what the market does over time. He also points out that the market has gone up from a very low starting point.

When asked if there is a bond bubble Kinehan notes that markets can stay irrational longer the investors can stay solvent. Like many he thinks investors going into Government bonds are taking on a lot of risk today.

The video gets into his specific investment ideas:

About the author:

Canadian Value

Rating: 3.8/5 (10 votes)


Please leave your comment:

GuruFocus has detected 8 Warning Signs with Apple Inc $AAPL.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners

pbarker46Hist. PB w Median PS
pbarker46FCF, Med. PS, EPV
pbarker46Total Payout
giacupoDividend Growth-2
Jwalker89TR 10Y (-12M TR)
graemegarnettBest Return
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)