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Ron Muhlenkamp thinks tech and health-care firms, with their prodigious cash flows, are attractive today.
In times of forced selling and financial panic, institutional investors often sell off indiscriminately without regard to intrinsic value, says Ron Muhlenkamp .
Ron Muhlenkamp believes there is still a chance that European banks could be forced into another round of deleveraging, an event which may send investors sprinting to the doors again.
Ron Muhlenkamp sees high-quality businesses selling at a discount to lower-quality names.