Eric Cinnamond, money manager at Intrepid Capital Funds told investors how they can prepare their portfolios with high quality small cap companies.
“It’s wise to focus on bottom up analysis and individual business valuations, not necessarily where you are in the certain part of the year,” Cinnamond told CNBC.
Cinnamond said he is more conservatively postured now compared to late October 2008 and early March of this year.
Cinnamond Likes:
Weis Markets
Constellation Brands
CSG Systems
______________________________
Disclosure:
No immediate information was available for Cinnamond or his firm.
______________________________
CNBC Slideshows:
______________________________