Ronald Muhlenkamp
13491 views
Rate Now: 1 2 3 4

average rating: 3.91 / 12 ratings
DESCRIPTION:

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
  • +
  • CX
    Cemex Sab De Cv A
  • $28.90
  • +1.37%
  • $28.46

No Analysis added

People owning CX also tend to own: AOCCHKCMCSKDELLDISDISCADTV

TheStreet.com Rating: B- What is this?

  • +
  • MER
    Ml Co Cmn Stk
  • $48.87
  • +1.26%
  • $48.47

No Analysis added

People owning MER also tend to own: AMGNANFBBBBCWCOELOSHARIIF

TheStreet.com Rating: C- What is this?

  • +
  • COP
    Conocophillips
  • $88.54
  • -0.09%
  • $88.78

No Analysis added

People owning COP also tend to own: ADSAIZAPCAVTCHICCXDIIB.PK

TheStreet.com Rating: A What is this?

  • +
  • C
    Citigroup Inc
  • $23.25
  • +0.96%
  • $23.21

No Analysis added

People owning C also tend to own: ACEBACCBCOPCVXDISGS

TheStreet.com Rating: C- What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $32.02
  • -1.63%
  • $32.54

No Analysis added

People owning UNH also tend to own: ABTAMGNBAXCELGDVAESRXJNJ

TheStreet.com Rating: C What is this?

  • +
  • CFC
    Countrywide Fnl C
  • $4.85
  • -2.61%
  • $5.01

No Analysis added

People owning CFC also tend to own: ABKBBDDEFCXFREFWLTHES

TheStreet.com Rating: C What is this?

  • +
  • COF
    Capital One Finan
  • $51.25
  • -0.97%
  • $52.09

No Analysis added

People owning COF also tend to own: FICCSTIBRK-AEBAYHDJNJLINTA

TheStreet.com Rating: C What is this?

  • +
  • MO
    Altria Group Inc
  • $22.00
  • +0.36%
  • $21.93

No Analysis added

People owning MO also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: D+ What is this?

  • Page 1 of 4
  • 1
  • 2
  • 3
  • 4
previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

latest blog posts | popular forums
Buying Dividends: 7 Stocks Going...

One way that you can earn high returns is utilizing a technique called "buying dividends." Buying dividends is the process of buying a stock just before it goes ex-dividend...

05.15.08 | 09:24 AM
Highest-Yielding Semi-Annual Div...

Who would want to look for a stock that pays a dividend only twice a year rather than monthly or quarterly? There may be a few reasons. Maybe an investor owns some corp...

05.13.08 | 17:00 PM
Technology Companies in Canada?

Yes, there are a lot of publicly traded technology companies in Canada, including a couple of well-known names. Canada isn't just the home of oil and mining stocks, it ...

05.12.08 | 11:53 AM
Diamond and Jewelry Stocks

Some facts about diamonds: 1. 130 million carats are mined every year. 2. They are the hardest known natural material. 3. The word diamond comes from the ancient Gre...

05.12.08 | 11:47 AM
more blogs
Kabirms Korner
04.22.08 | 23:15 PM From author kabirm
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
ASCO is coming...Papers released...
05.15.08 | 00:50 AM From author Trading Nymph
Beat The Street
03.31.08 | 19:25 PM From author Trading Nymph
more forums
recent answers | popular answers
bubble(0)
today 's lists
Stocks Most Likely to Surprise

This list consists of stocks that are down 10% or more in the last year but may be poised to surprise us on the upside going forward. The basis for the list is as follows: ... more

Upcoming Stock Splits

This list consists of stocks with upcoming splits. It will be updated every 2 weeks. more

Low Priced NYSE Stocks

This portfolio consists of NYSE stocks that are trading for less than $5 per share and are profitable. more

show all today's lists