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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (33849)	3/19/2009 12:29:28 PM
From: Paul Senior	Read Replies (1) of 78670

re Yacktman. I've followed this guy's picks for more than a decade. Some of his picks are okay or good. Worth checking out. I have come to some opinion though about how this guy invests and how he presents himself (a concentrated value investor) and my conclusion is that regarding his stock choices he has an agenda or view that he keeps hidden and I find that reprehensible. Perhaps not much sense in saying I'd advise anyone to be very, very careful of following Yacktman into his fund or into his picks. Because of course, about any 'guru' or media favorite, it's advisable to be cautious in following the person into their picks.

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