Michael Price's Value Picks.

Famed value investor Michael Price appeared on Bloomberg TV this morning and laid out his current list of top stock picks. Mr. Price had a great long term record for unearthing value at the Mutual Series of mutual funds in the 70's and 80's, and now has his own firm, MFP Investors.

His list included:

AIG
Tyco
Sears Holdings
PNC Financial
Marsh & McClennan (though he felt this was 'fully valued' at the moment)

He also highlighted Sony as being inexpensive and having value.

The housing bubble and you.

If you believe there's a housing bubble, you'll want to read these two articles.

First up, Peter Thiel in "Google, $100 oil, and housing bubbles".

Next up, Bill Gross in "Pimco's Gross: End of bubble is nigh".

Richard Russell bullish?

I can't believe it either, but it's not April 1 and here's the article from MarketWatch: An inverterate bear turns bullish.