Skip to Content
  1. Authors
  2. Michael Breen

Michael Breen

Michael Breen is director of operations and training, global manager research, for Morningstar.

Latest

Google's value to users and advertisers, strong cash-flow generation, and current valuation are attractive, says Sequoia's David Poppe. Plus, Poppe outlines the case for newer fund holding Perrigo.

Skyline Asset Management's Mike Maloney says that, despite the market's crisis panic, not all debt is bad debt for the stocks they own.

Third Avenue International Value's Amit Wadhwaney says LG's holding company structure is much less opaque than it used to be.

IVA's Charles De Vaulx, formerly of First Eagle, talks about the bond finds, foreign opportunities, and energy stake IVA has picked up in the bear market.

Weitz Funds' Wally Weitz discusses balancing the bear market's lessons learned with being too cautious and details opportunities arising from the firm's Liberty Media stake.

Glenn Fogle, manager of American Century Vista, says a lot of the U.S. monetary stimulus is going to stimulate other economies and picks commodities over health care.

Steve Romick, mananger of FPA Crescent, anticipates a volatile several years and emphasizes having a long time horizon.

Bruce Berkowitz says fund holding St. Joe holds a valuable stake of land in the panhandle that will benefit from a new international airport.