Big and Inexpensive

I spent some time this weekend with some friends who asked if my small-cap focus is intentional and that if I consider myself to be a small-cap investor. In practice, I do not style box myself like that -- and think anyone who does is missing the point of being a value investor.

I buy whatever is cheap no matter what the size of the company. I pointed out that while most of the real values I am finding right now are smaller companies -- far away from the crowd of ETF traders and the high frequency set -- there were also some cheap large-caps around. This becomes more true if you open yourself to the world outside of the U.S....621 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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