JM ? Indeed? Great, that's fine, John.
Do they have a TRBD stake (as they had in several other companies, we all know).
Unfortunately, I paid a look at the holdings of DGVAX and DRLEX, uand used much time in it, since. I can only see the "core holdings". But all of them had gone south in the past, beating the index. So I prepared a list of stocks like the following:
ABCR ATRC ATRM AULT BAMM BITI BKS
BMC BTIM BVF CCSI CGCP CIMA CYPH
DMED EA FACO FCBF FCF FCWI FPAMQ
FSII GGEN INSO ITII LMTR LNET MARC MCHM
NFLD ONC ONM PCLE PGO PACE
PMDL PPTV QDIN QRSI RACO REIN RELL RIPE
SCLN TEVIY TSR ULGX VUPDA ZONA
Most of these stocks have gone down. All of them have questionable holders according to sec filings. Most of them, like FACO or EA or are widely held by IAI. Most of them are also holdings of DR ex- Schonberg funds (Simply paste it in a yahoo portfolio and off you go).
For example, TEVIY has come down alot already, and posted weak earnings yday after bell.
I will work the list once more, as there are stocks in, with more downside potential, recently fuelled by market slump.
Question: DR Funds dumped already parts of their holdings like CCSI (-700T). What happens if the people sell back their DR Funds, does DR Funds have to liquidate to pay back money to sellers ? (In Austria this is true for open end funds, which have to invest when fund shares are bought and divest when funds are returned).
Christian |
