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Pastimes : John Dessauer's Investors World

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To: polarisnh who wrote (2237)	12/17/1999 9:35:00 PM
From: Diogeron	Read Replies (1) of 2346

Freddie Mac is a client of mine and, consequently, I have been familiar with CCR for some time because CCR's CEO often speaks at functions where Fannie and Freddie are present. They are a first class organization, IMHO, and their CEO is an impressive guy (and public speaker, FWIW). I would argue that all three of the aforementioned stocks are great core portfolio holdings even 'tho CCR isn't a GSE like FRE and FNM. I also concur with you about JD's seemingly selective omissions (anybody seen anything on ESF, for example?). Don't get me wrong. I've made far more $ off his recommendations than I've lost over the years. Nonetheless, I worry he has far more "recommended" stocks in his portfolio than he should. OT, Daniel. I'm taking a good look at GBLX given your brilliant call on QCOMM (although your old, and my present holding of ERICY isn't doing badly either.)

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