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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (51191)	3/28/2013 11:08:44 AM
From: Steve Felix	1 Recommendation Read Replies (3) of 78717

Appears this fellow is making it work. No way I could hold so few stocks. Many funds have done well when starting from a small base. "Mecham typically owns between six and 12 stocks" smartmoney.com "His investment approach will be familiar to anyone who has been even a casual follower of Buffett. Mecham looks for businesses with great long-term prospects, great management, strong cash flow and big defensive "moats," or barriers to entry for potential competitors. And he stresses the importance of sitting still and doing nothing." "Activity is the enemy of returns," says Mecham. "If I find two new ideas a year, that's phenomenal."

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