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.

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CX
Cemex Sab De Cv A - $11.57
- +1.76%
- $11.46
No Analysis added

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MER
11.88 - $11.78
- 0.00
- $11.78
No Analysis added

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COP
Conocophillips - $52.83
- +1.17%
- $52.30
No Analysis added

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C
Citigroup Inc - $4.05
- -0.25%
- $4.10
No Analysis added

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UNH
Unitedhealth Grou - $29.08
- +1.11%
- $28.88
No Analysis added

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CFC
Cfc - $0.00
- N/A
- $N/A
No Analysis added

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COF
Capital One Finan - $38.80
- +1.12%
- $38.58
No Analysis added

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MO
Altria Group Inc - $19.26
- +1.26%
- $19.07
No Analysis added
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A. i was just wondering why all of our
favorite (now)investment firms are in on
the DG deal and not the one who had
purchased a fund of hedge funds last
year.
A. The only one I own : SLX,
too hard pick a winner out all of them
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