GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

John Rogers is Buying Hewitt Associates Inc., CBS Corp., Gannett Company Inc., Janus Capital Group Inc., IMS Health Inc.

June 04, 2009 | About:
guruek

guruek

80 followers
In this CNBC interview, Investment Guru John Rogers stated:

1. In this market the patience will win out

2. They doing both doubling down as well as weeding out the losers among the winners

3. He is from Chicago, his a Bull. He thinks the market has seen its low

4. His friendship with President Obama does not complicate his role as a investor

5. Government activism does not complicate his investment decision making

6. Buying Human Resources company Hewitt (HEW) because it is the best HR companies in the world.

7. Adding media companies such as CBS (CBS) and Gannett (GCI)

8. Adding financial services companies like Janus Capital (JNS). Great name in the business, will come back strong with economy returns to normal.

9. Like IMS Health (RX) for low valuation. Regardless of the health care reform talks in Washington DC, IMS should do well as it provide data to other pharmaceutical companies.

11. This is a great time, once-in-a-life time to buy great bargain, great companies that are selling 2-4 times earnings, 50% of the values, "I don't think we will be able to see another like this"


Video from CNBC, sorry for the ad.






















Rating: 2.6/5 (12 votes)

Comments

Please leave your comment:


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)
Free 7-day Trial
FEEDBACK
Email Hide