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Search resuls for: "Samantha McLemore"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPatient Capital's Samantha McLemore names this energy company as a buy for its significant upsideSamantha McLemore, Patient Capital founder and ClO, joins 'Closing Bell' to discuss whether she believes the market needs a rate cut and her investment plays.
Persons: Samantha McLemore Organizations: Patient Capital
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDelta Airlines is a premium brand with room to run, says Patient Capital's Samantha McLemoreSamantha McLemore, founder and chief investment officer of Patient Capital Management, joins 'The Exchange' to discuss markets seeing a natural correction, higher real rates favoring companies with strong cash flow, and seeking out stocks that offer high dividend yields.
Persons: Samantha McLemore Samantha McLemore Organizations: Delta Airlines, Patient Capital Management
Bill Miller, the value investor known for once beating the market for 15 years in a row, is also well recognized as an early investor in bitcoin and Amazon . Miller made his name by running the Legg Mason Capital Management Value Trust, which beat the S & P 500 every year from 1991 to 2005. He left Legg Mason to found Miller Value Partners in 2012 after the fund suffered steep losses and an exodus of assets during the financial crisis. Samantha McLemore, Miller's longtime co-manager, will assume management of Miller Opportunity Trust through her firm Patient Capital. His eldest son, Bill Miller IV, will become the lead manager for the Miller Income Fund.
Persons: Bill Miller, Miller, Legg Mason, Jeff Bezos, MacKenzie Scott, bitcoin, who's, Samantha McLemore, Miller's, Bill Miller IV Organizations: Legg Mason Capital Management Value Trust, Miller Value Partners, Amazon, Opportunity Trust, Morningstar, Delta Air Lines, Cruise Line, Big Tech, Miller Opportunity Trust, Capital, Miller Income Fund Locations: bitcoin
Samantha McLemore, Bill Miller's longtime co-manager who struck out to start her own fund, has her eyes on some of the most hated stocks in the market. McLemore said she is a classic long-term investor who studies companies' intrinsic value, but she also has a knack for finding underappreciated opportunities based on consumer behavior. However, McLemore believes that Delta differentiates itself from the rest by being a premium brand and it generates revenue from stable sources like loyalty programs. DAL 5Y mountain Delta "I think now you're getting another chance here," McLemore said. "Even in a recession, we have confidence that they can earn in the mid $4 a share," McLemore said.
Persons: Samantha McLemore, Bill Miller's, McLemore, Legg Mason, Miller, Ben Graham, DAL, OneMain Organizations: Capital, Trust, New York City . Delta Air, OneMain Holdings, Investors Locations: Baltimore, New York City, Evansville , Indiana
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