Wednesday, September 28, 2005

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:

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.

Wednesday, September 07, 2005

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.