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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: JakeStraw who wrote (25883)3/18/2005 9:13:39 AM
From: Knighty Tin  Read Replies (1) of 116555
 
GCS hasn't been around long enough for it to have much of a record, but I like the discount. Scudder is an average to slightly below average quality manager, though.

BHP, RTP and RIO are wonderful assets with what they're selling going up rapidly in price. I think all are well-managed cos., but they depend on the commodity cycle to make money.

I shares that don't sell at discounts should be used sparingly, IMHO.
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