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Strategies & Market Trends : Value Investing

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To: Area51 who wrote (23980)5/21/2006 3:17:36 PM
From: Carl Worth  Read Replies (1) of 78750
 
mr. gladstone spoke at the vegas money show and i was quite impressed with his track record, and the approach that his team takes in building their 3 portfolios (GLAD, GAIN and GOOD)

i would agree that GAIN has the best potential for appreciation as well as dividend increases from here, since it is the newest and as you noted, has only deployed about 1/2 of its capital as of the presentation the other day

one further advantage of GAIN is that it often has an equity position in the companies in its portfolio, so if and when they are bought out or taken public, it benefits from that as well
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