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    1. Dodge & Cox on Nokia

      Commentary

      Wed, 9 May 2012

      valued stocks in the 90's could do no wrong from 2000-2005 having surged in performance making the likes of Dodge & Cox, Muhlenkamp and Third Avenue look great. A lot of people still want to bank on that magic fund giving the best sharpe ratio and upside

    2. Thanksgiving's Over, but These Investments Say 'Gobble Gobble'

      Headlines

      Sun, 27 Nov 2011

      loudest are Bridgeway Agressive Investors 1 BRAGX and Fidelity Diversified International FDIKX. I already dumped Mulhenkamp MUHLX , which was gobbling, too." Another Bridgeway fund topped weiwentg 's laggard list, the similarly managed (and similarly

    3. Ron Muhlenkamp

      Commentary

      Mon, 3 Oct 2011

      This is a really good interview. http://www.forbes.com/sites/steveforbes/2011/09/28/steve-forbes-interview-ron- muhlenkamp -expert-investor/

    4. Please help with simplifying my portfolio

      Commentary

      Wed, 27 Jul 2011

      funds that I should have bailed out of long ago, e.g., MUHLX . I appreciate any feedback you can give me. Here is my current ..... 3% FSICX 2.9% GLRBX 2.2% FIREX 0.3% FTBFX 2.0% MUHLX 1.6% PRPFX 2.9% FLPKX 3.5% FXSIX 1.0% VGSTX 1

    5. Muhlenkamp Memorandum

      Headlines

      Fri, 15 Apr 2011

      now appearing fairly priced, we suspect that prices will be even more volatile going forward. The comments made by Ron Muhlenkamp in this newsletter are opinions and are not intended to be investment advice or a forecast of future events.

    6. Muhlenkamp Memorandum

      Headlines

      Fri, 15 Apr 2011

      Granite Broadcasting's heavy debt load weighs on our opinion of the firm.

    7. Muhlenkamp Memorandum

      Headlines

      Wed, 13 Oct 2010

      told us that the U.S. recession ended in June 2009. (In Muhlenkamp Memorandum #92 of October ’09, we said “The current recession ..... detail at our November 15 seminar . The comments made by Ron Muhlenkamp are his opinion and are not intended to be investment advice

    8. Muhlenkamp Memorandum

      Headlines

      Wed, 13 Oct 2010

      Currently cautious, which could be right on.

    9. MUHLX Muhlenkamp Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Wed, 15 Sep 2010

      with sensible approach.Tax-efficient.Ron Muhlenkamp founded Muhlenkamp & Co. in 1977 to manage private accounts for ..... up individual stock assessment. Manager Ron Muhlenkamp will give the fund more or less cyclical exposure

    10. Quarterly Letter: Muhlenkamp Memorandum

      Headlines

      Fri, 16 Jul 2010

      *** enter disclosure ***

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