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Forbes Articles

Buy Facebook And AMD When They Are Cheap

It's times like this when stocks are cheapest because the fear has taken the optimism out of prices. Investors who overcome their fears can make their best buys at these times. Facebook and AMD are two stocks my best managers have made their single largest positions.

What Stocks Are You Prepared To Buy On The Next Big Down Day

On big down days, I want to know what Tony Mitchell and Robert Frazier are doing. They have both delivered great returns through bull and bear markets. When everyone is scared, these are the guys I want in in my corner.

Lyft's IPO: Why One Value Investor Is Not Buying It

As Lyft prepares its roadshow, my managers are discussing whether to buy into the initial public offering. Robert Frazier, one of my best performing value investors, is not buying it.

Pass On Lyft Until Insiders Can Sell Their Shares

It may be six months before the handcuffs come off the insiders and the full extent of the selling pressure is released and a true market price revealed. If you are interested in buying Lyft's stock, wait until then.

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