Seeking Alpha

Investors are starting to come into equities, says Michael Price, as they realize valuations...

Investors are starting to come into equities, says Michael Price, as they realize valuations compared to bonds are so much better. Price's real talent lies not in macro calls, but in value stocks, and he's a big fan of McGraw-Hill (MHP), particularly the S&P side once it's split off from the education business. Another pick is FXCM, where trading activity is picking up and higher interest rates could really start to boost earnings.
Comments (2)
  • Usually a sign that the easy money is done and now comes the shearing of the sheep.
    17 Jan 2013, 11:39 AM Reply Like
  • don't know about the FXCM pick, Dec figures weren't too hot, and their new lower spreads offering doesn't seem to be taking off
    17 Jan 2013, 01:20 PM Reply Like
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