Ronald Muhlenkamp Portfolio - Stockpickr! Your Source for Stock Ideas

Ronald Muhlenkamp

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Date updated:01-06-2008

Ronald Muhlenkamp runs Muhlenkamp & Company, Inc. and is portfolio manager for the Muhlenkamp mutual fund. He has consistently outperformed the S&P 500 over the last decade posting an average annual return of 16.2% versus the S&P 500 average annual return of 11% for the same period. He is a classic value investor with a long term buy and hold approach.

In Jan 2007, Muhlenkamp issued his latest Quarterly Letter. In it he goes on to say that 2006 played out as he expected economically, the timing was a bit off, as were his stock splits. He goes over the 4 phases the market went through in 2006, and stated how he believes right now we are in the same phase that 2006 ended in, with economic expansion. He continues to like cyclically sensitive big stocks like Merrill Lynch and IBM, and certain smaller companies like Harley-Davidson and the home builders.

CX
Cemex Sab De Cv A
$11.18
-3.54%
$11.44

No Analysis added

People owning CX also tend to own: AA ADP AVP BAC BRK-B BUD CSCO

TheStreet.com Rating: C- What is this?

MER
11.88
$11.78
0.00
$11.78

No Analysis added

People owning MER also tend to own: AIG ALL AXP BAC BRK-B C COF

TheStreet.com Rating: No Rating What is this?

COP
Conocophillips
$52.56
-1.90%
$53.20

No Analysis added

People owning COP also tend to own: ADM AIZ ALL CB CNI CSC CVX

TheStreet.com Rating: C- What is this?

C
Citigroup Inc
$4.26
-0.70%
$4.26

No Analysis added

People owning C also tend to own: ACE BAC CB COP CVX DIS GS

TheStreet.com Rating: D What is this?

UNH
Unitedhealth Grou
$28.63
-0.83%
$28.66

No Analysis added

People owning UNH also tend to own: ACF BMY BRK-A BRK-B CNQ DJCO DUK

TheStreet.com Rating: C+ What is this?

CFC
Cfc
$0.00
N/A
$N/A

No Analysis added

People owning CFC also tend to own: ABK BBD DE FCX FRE FWLT HES

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COF
Capital One Finan
$38.34
-5.22%
$40.10

No Analysis added

People owning COF also tend to own: AFG AIZ AMP AMTD AWBC BAC CKFR

TheStreet.com Rating: D+ What is this?

MO
Altria Group Inc
$19.21
-0.47%
$19.32

No Analysis added

People owning MO also tend to own: AA ALL APC BUD COP CVX DOW

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