Jones Villalta

Press Archive

Publication	Title	Date	Author	Comments

Articles
The Wall Street Journal	Libya assault could inject volatility	3/20/11	Bradley Davis	Tom Villalta weighs in on proposed AT&T deal in light of Libyan crisis.
Reuters(.com)	Wall Street stocks see rise on M&A optimism	3/18/11	Caroline Valetkevitch	Tom Villalta comments on the positive influence for M&A activity on the broader market.
Reuters(.com)	Wall Street Week Ahead: Japan to keep stock investors wary	3/11/11	Caroline Valetkevitch	Tom Villalta discusses oil prices in midst of unrest in Middle East.
Market Watch	US Stocks Lose Morning Gains As Downgrade Weighs On Tech Stocks	3/7/11	Kristina Peterson	Tom Villalta comments on the bounce back of financial stocks.
Reuters(.com)	Home Depot Raises Outlook	2/22/11	Dhanya Skariachan	Tom Villalta comments on Home Depot sales.
The Wall Street Journal	U.S. Stocks Climb, Financials Lead Broad Gains	2/7/11	Kristina Peterson	Tom Villalta weighs in on strength of financials in midst of Egyptian protests.
Fortune	Stocking up on Supervalu	1/27/11	Scott Cendrowski	Tom Villalta discusses the value of Supervalu.
Reuters(.com)	Wall Street Pauses but May be Gearing for up Move	12/8/10	Caroline Valetkevitch	Tom Villalta comments on the market going into the year end.
Standard & Poor's	Bonds Away	11/2/10	S&P Editorial	Tom Villalta weighs in on the second round of quantitative easing.
Market Watch	More Tech Companies Have to Pay Cash Dividends	10/8/10	Rex Crum	Tom Villalta discusses possible dividend payers.
Market Watch	U.S. Stocks Trade Narrowly as Market Awaits Fed	8/9/10	Kristina Peterson	Tom Villalta comments on uncertainty of Federal Reserve stimulus.
Dow Jones	Portfolio Managers See Gains for 2010	7/12/10	Kristina Peterson	Tom Villalta provides market outlook for second half of 2010.
Barron's	Ford: Mercury's Demise a Good Thing	6/2/10	Tiernan Ray	Tom Villalta discusses benefit of Ford phasing out Mercury brand.
Wash Post	After Wild Week in Markets, Experts Split on What to Do Next	5/8/10	Tomoeh Murakami Tse	Tom Villalta comments on the domestic outlook and long term investing.
Reuters(.com)	Industrial Earnings to Show Evidence of Recovery	4/19/10	Nick Zieminski	Tom Villalta provides market and economic comments.
Market Watch	US Stocks Slip as Market Continues Move Away from Risky Assets	4/19/10	Donna Kardos	Tom Villalta provides comments on financial stocks.
Associated Press	Stocks Tumble as Goldman Charged with Civil Fraud	4/16/10	Stephen Bernard	Tom Villalta provides comments on financial stocks.
Business Week	What JP Morgan Means for Main Street	4/14/10	Ben Steverman	Tom Villalta discusses JVOFX holding JP Morgan Chase & Co.
Dow Jones Newswires	US Stocks Close Up After Manufacturing Employment, Spending Rise	3/1/10	Kristina Peterson	Tom Villalta provides comments on the market’s performance.
Standard & Poor's	Trends & Ideas: S&P Projects Beneficiaries of Mid-Term Elections	2/24/10	Isabelle Sender	Tom Villalta provides comments on media companies.
MarketWatch	US Stocks Climb Slows as Greece Worries Seep into Market	2/23/10	Kristina Peterson	Tom Villalta provides market comments.
Associated Press	Running from the heard	2/21/10	Stanley J. Choe	Stephen Jones and Tom Villalta discuss JVOFX’s investment process.
Reuters(.com)	Investors Seek Sales Repair at Home Depot, Lowe’s	2/19/10	Dhanya Skariachan	Tom Villalta talks about JVOFX holding Home Depot Inc.
Reuters(.com)	Comcast Profit Up on Internet, Phone Subscribers	2/03/10	Yinka Adegoke	Tom Villalta provides comments on Comcast Corporation’s earnings.
TheStreet.com	Bank of America Shares Could Double^‡	1/26/10	Gregg Greenberg	Feature story on JVOFX with comments by Tom Villalta
Reuters(.com)	GE Profit Tops Wall Street Forecasts	1/22/10	Scott Malone	Tom Villalta provides comments on GE’s earnings.
SmartMoney	Spotting Stock Buys When the Market’s Up	1/13/10	Reshma Kapadia	Tom Villalta talks about JVOFX holding JP Morgan Chase & Co.
Associated Press	Companies With International Operations Expected Perform Best in New Year as Economy Recovers	12/31/09	Stephen Bernard	Tom Villalta provides market comments.
WSJ.com	US Stocks Slightly Lower After Strong Manufacturing Data	12/30/09	Peter A. McKay, Donna Kardos Yesalavich, & Kristina Peterson	Tom Villalta provides comments on financial stocks.
MarketWatch	US Stocks Trade Near Flat After Mixed Manufacturing, Oil Data	12/30/09	Donna Kardos	Tom Villalta provides comments on financial stocks.
Associated Press	Unexpected Plunge in New Home Sales Last Month Saps an Early Rise in Stocks	12/23/09	Stephen Bernard	Tom Villalta provides market comments.
Daily Finance	2010 Outlook: Will We Get to Dow 11,500 by This Time Next Year?	12/22/09	Dan Burrows	Tom Villalta provides market comments.
MM Executive (.com)	Fund Managers Bullish on Emerging Markets in 2010	12/14/ 09	John Morgan	Tom Villalta provides market comments.
Business Week	Stocks in 2010: Prospects Range from Gloom to Boom	12/13/09	Ben Steverman	Tom Villalta provides market comments and talks about Royal Carribean Cruises Ltd.
Dow Jones Newswires	Tip Sheet: Jones Villalta Fund Sees Opportunity in Bad News	11/27/09	Paul Ziobro	Feature story on JVOFX with comments by Tom Villalta
Standard & Poor’s (Editorial)	Sectors: Outlook For Hotel & Casinos Likely Poor Until 2012	11/25/09	Isabelle Sender	Tom Villalta provides comments on gaming and Leisure stocks.
Associated Press	Stock Market Only as Strong as Latest Data	11/15/09	Stephen Bernard	Tom Villalta provides market comments.

Audio / Video
The Street	Consumer Staples Overbought Says Manager	12/14/10	Andrea Tse	Stephen Jones discusses long term outlook.
Daily Finance	Jones Villalta Opportunity Fund Likes Financials	12/11/10	Dan Burrows	Tom Villalta discusses deep value opportunities.
CNBC	Closing Bell	12/2/10	Bill Griffith	Tom Villalta provides the day's market breakdown.
FOX Business	What Investors Need to Know Right Now	12/2/10	Tracy Byrnes	Tom Villalta and Stephen Jones discuss the market outlook.
Market Watch	Villalta: Investors will keep warming to stocks	12/2/10	Larry Kofsky	MarketWatch morning stock talk
CNBC	Fast Money Midday Market Check	11/18/10	Melissa Lee and Guy Adami	The Fast Money traders share their reactions to General Motors' IPO. They're joined by Thomas Villalta of the Jones Villalta Fund.
CNBC	Market Breakdown	11/12/10	Maria Bartiromo	Breaking down today's market action.
CNBC	Spotting Bubbles	11/08/10	Amanda Drury	Tom Villalta provides comments on concerns that QE2 may ignite a new bubble in global assets.
CNBC	Insight on the market action	9/17/10	Maria Bartiromo	Thomas Villalta gives his insight on the market action.
CNBC	Is Now The Time to Buy a House?	9/01/10	Larry Kudlow	Thomas Villalta debates whether there's ever been a better time to buy a home.
TheStreet.com	Top Contrarian Stocks	8/25/10	Gregg Greenberg	Thomas Villalta says out-of-favor financial and technology stocks like Goldman Sachs and Intel are more attractive than ever.
CNBC	Closing Bell Countdown	8/25/10	Scott Wapner	Thomas Villalta discusses the day's market action.
Bloomberg	Jones on Investing Psychology: Taking Stock	8/25/10	Pimm Fox	Stephen Jones talks about growth investment stocks and investing psychology.
Fox Business News	Make Me Money: Investing Opportunities in Banking, Energy	8/25/10	Tracy Byrnes & Chris Cotter	Stephen Jones and Tom Villalta on market opportunities in a recovering economy.
CNBC	Homebuilders: Too Risky?	6/16/10	Mark Haines	Thomas Villalta comments on current housing market environment and specific stocks in the portfolio.
Fox Business News	Taking Advantage of a Market Dip	5/19/10	David Asman	Stephen Jones comments on current market environment and specific stocks in the portfolio.
Fox Business News	Mum's the Market Word	04/19/10	Liz Claman & Cheryl Casone
Fox Business News	Judging the Market Tug-of-War	4/6/10	Liz Claman & Cheryl Casone	Tom Villalta comments on current market environment and specific stocks in the portfolio.
Fox Business News	Stock Picker: Maintaining Market Gains	02/17/10	Liz Claman & David Asman	Stephen Jones shares his stock ideas
Fox Business News	Shine Up Your Portfolio	02/08/10	Liz Claman & David Asman	Tom Villalta comments on current market environment and specific stocks in the portfolio.
Tech Ticker	Unapologetic Capitalist Defends Wall Street, Fears Regulatory Overreaction	1/21/10	Aaron Task	Stephen Jones comments on financials and recent regulation efforts.
TheStreet.com	Value Fund Manager’s Big Year ^† View standardized performance View current holdings	12/24/09	Gregg Greenberg	Tom Villalta talks about the strategy underlying JVOFX and specific stocks in the portfolio.
TheStreet.com	PODCAST: Taleo CEO, Financial Winners, Value Stocks	12/16/09	Gregg Greenberg	Tom Villalta talks about the strategy underlying JVOFX and specific stocks in the portfolio.

Press Releases
Jones Villalta	Announcing New Associate	2/15/11	Tom Villalta	Annie Boehnke joins Jones Villalta team as Associate.
Jones Villalta	Announcing New General Counsel	1/6/11	Tom Villalta	Catherine Sansbury joins Jones Villalta team as General Counsel.

Rankings
WSJ.com	Category Kings	4/4/10		JVOFX’s 1-year performance through 03.31.2010 was ranked 1st out of 542 Large Cap Value Funds
WSJ.com	Category Kings	09/01/09		JVOFX ‘s YTD performance through 08.31.2009 was ranked 3rd out of 572 Large Cap Value funds
WSJ.com	Category Kings	11/01/09		JVOFX ‘s YTD performance through 10.30.2009 was ranked 3rd out of 543 Large Cap Value funds
WSJ.com	Category Kings	12/04/09		JVOFX ‘s YTD performance through 11.30.2009 was ranked 3rd out of 534 Large Cap Value funds

Notes

The views expressed in these video clips and article reprints are those of the author as of the dates of the pieces and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets.

‡ In Bank of America Shares Could Double:: As of Jan. 26, 2010, the fund was ranked by Morningstar #14 out of 1311 large cap value funds.

^† Percent of holdings in the fund as of as of 1/26/2010: DELL: 1.9%, SVU: 2.9%, INTC: 2.5% and EMC: 2.2%.
View current holdings

For press inquiries, contact:

Thomas E. Villalta
P +512.494.1174 tev@jonesvillalta.com

By the book.

Mutual Fund investing involves risk. Loss of principal is possible.

Carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-866-950-5863. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Mid-cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.

Jones Villalta Asset Management, LLC ("Jones Villalta") is the adviser to the Jones Villalta Opportunity Fund (the "Fund"). The Jones Villalta Opportunity Fund referred to on this website is offered and sold only to United States residents, and the information on this website is intended only for such people. The Jones Villalta Opportunity Fund is not offered for sale in countries other than the United States. This website should not be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.