Ronald Muhlenkamp
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average rating: 3.91 / 12 ratings
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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.

symbol name last price % change open
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  • CX
    Cemex S.a.b. De C
  • $10.94
  • 0.00%
  • $10.79

No Analysis added

People owning CX also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: C- What is this?

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  • MER
    11.88
  • $11.78
  • 0.00
  • $11.78

No Analysis added

People owning MER also tend to own: AMGNANFBBBBCWCOELOSHARIIF

TheStreet.com Rating: D+ What is this?

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  • COP
    Conocophillips
  • $47.93
  • 0.00%
  • $48.00

No Analysis added

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: D What is this?

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  • C
    Citigroup Inc
  • $3.51
  • 0.00%
  • $3.61

No Analysis added

People owning C also tend to own: AIGBACPWRDISFWLTGSHAL

TheStreet.com Rating: D What is this?

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  • UNH
    Unitedhealth Grou
  • $28.10
  • 0.00%
  • $27.72

No Analysis added

People owning UNH also tend to own: ACFBMYBRK-ABRK-BCNQDJCODUK

TheStreet.com Rating: C What is this?

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  • CFC
    Cfc
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning CFC also tend to own: BACAAALLAPCBACCAT

TheStreet.com Rating: C What is this?

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  • COF
    Capital One Finan
  • $24.45
  • 0.00%
  • $24.64

No Analysis added

People owning COF also tend to own: AFGAIZAMPAMTDAWBCBACCKFR

TheStreet.com Rating: D+ What is this?

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  • MO
    Altria Group Inc
  • $17.12
  • 0.00%
  • $17.22

No Analysis added

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

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