A bargain hunter, Rodriguez looks for beaten-up stocks with potential to turn around. At the heart of his philosophy is the question, "Am I being compensated for the risks I perceive in this investment?" If the answer isn't "yes," he looks elsewhere — even if that means parking money in cash or money market securities.
http://www.usatoday.com/money/perfi/general/2005-01-18-investor-insight_x.htm
All the best,
Dah Hui Lau (David)
Knowledge grows through sharing! To be the best, learn from the best! May all your dreams come true! Collections of Value Investing articles, interviews and videos, especially on Warren Buffett and Charlie Munger and articles from various disciplines to build "Latticework of Mental Models"
Thursday, November 24, 2005
Fund manager focuses on worn stocks with potential; Jan 19, 2005
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