Steve Romick, manager of the five-star FPA Crescent Fund, sees value in Oracle and Microsoft, dirt-cheap prices in Russia, and is concerned that energy stocks have not fallen as far as oil itself.
[buffett]
Steve Romick, manager of the five-star FPA Crescent Fund, sees value in Oracle and Microsoft, dirt-cheap prices in Russia, and is concerned that energy stocks have not fallen as far as oil itself.
[buffett]
The post above is drafted by the collaboration of the Hedge Fund Alpha Team.