“Quirky is fine with me”

04/30/2009

Jim Roumell of Roumell Asset Management describes why he's leery of “blue-chips-are-on-sale” arguments, the part of an investment's return he'll leave to people like Warren Buffett, the “liberating” insight he got from Marty Whitman, and why he believes QAD, Tecumseh Products, KVH, Tejon Ranch and certain closed-end bond funds are mispriced.

If you are a subscriber, log in to access the issue and bonus archive: