ESV
Scott Black: Time To Grab Some Value
I couldn't agree more with Scott Black. Now is the time to work hard and pick up some value stocks. He shares three of his picks.
Robert Rodriguez Sells Ross Stores Inc., RentACenter Inc., Reduces ENSCO International Inc.
"Robert Rodriguz placed a buy halt in his fund in November of 2007. He lifted the buy halt in March, but he still did not buy any stocks. These are his stock sells in the second quarter."
Interview with Robert Rodriguez of FPA
Nice little interview with Bob Rodriguez, who along with Seth Klarman, always seems to have a good handle on the pulse of the financial markets.
S&P Value: Coach
We decided to use the MSN Deluxe Screener to see what kind of value we could find in the S&P at this present time. Our main focus was to try and find a company that was outperforming the industry average in a very efficient manner. And especially, one that was doing so through solid fundamentals. Out of the five companies that passed this screen, Coach Inc.

