Rational Expectations

03/31/2011

Brian Barish of Cambiar Investors describes why he’s avoiding the stocks of technology stalwarts that other value investors have embraced, why he focuses more on relative than absolute value, why he doesn’t understand the current fixation with stock buybacks, and why he sees unrecognized value in Apache, Repsol, Corning, Bombardier and Target.


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


Not a subscriber? Subscribe today!