Meryl Witmer Barron's Roundtable Picks 2002-2014

Meryl Witmer’s Complete Roundtable Picks (2002-2014). See recent interview with Meryl Witmer here.

And you. Let’s go to Meryl Witmer, who changed her name even though her stock picks did very well last year. [In the 2001 Roundtable she was Meryl Buchanan.]

Witmer: I have five stocks today, so I’m under my limit. But Mario is going to take up the excess. My first pick is Joy Global, JOYG. It is our biggest position. The company manufactures mining equipment for coal, copper, gold, and other minerals and ores. About 65% of the total revenues are from the coal industry. The company has two divisions, one called P&H, which manufactures and services surface-miningequipment, and the other called Joy, which serves underground miners. The company has a 40% to 90% market share in its different products. It’s just the kind of company we like to own. The surface mining business right now is slow, because the copper and iron ore industries are slow.b

Full interview with Meryl Witmer see here



Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers