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