Just when I'm thinking you'll never see anything worthwhile on CBNC in America, they talk with not one, but three great value investors. And all at the same time.
I came across this via Sivaram's Can Turtles Fly? blog -- Charles Royce, Marty Whitman and Jean-Marie Eveillard being interviewed by Erin Burnett. All three gentlemen say historic bargains are around, pretty much everywhere since the market sell-off has been truly global. Whitman and Eveillard are particularly bullish on Japan.
I've been in cash for about a year now, and I'm beginning to think long term, very long term. If you have a moment, visit www.financialtales.com You may enjoy a few of the tales, as they stress value investing.
Posted by: Carl | October 24, 2008 at 11:00 AM