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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (16853)4/14/2003 6:10:58 PM
From: Jurgis Bekepuris  Respond to of 78659
 
Madharry,

I disagree re: "no mutual funds to put money into". But then I would never recommend any funds to others period. :-) If cornered, I would probably split 50-50% SP500 (Large growth - growth? what growth? :-))))) and something like Dodge&Cox (large value) and 5-10% some small cap fund - I don't have great suggestions there. :-)

For you though - and this is not a recommendation :-)) - I'd suggest TAVFX. Marty Whitman invests exactly in bankrupt companies and is definitely an active shareholder for companies where TAVFX has a large percentage of holdings. So if you want to benefit from bankruptcies and from active mutual fund holders TAVFX is a place to go.

Jurgis - I hold some TAVFX



To: Madharry who wrote (16853)4/15/2003 3:12:55 AM
From: Dale Baker  Respond to of 78659
 
How does one invest long-term if you can't trust major corporations?

Avoid the major corporations. Find companies you can understand and trust or funds that invest in them. Over the past three and five years, you won't find any large cap funds or indexes in the top performer ranks.

Chasing SP500 stalwarts since 2000 has been much like chasing the big tech names, a waste of time.

Just my two cents. I know we went over this before so I won't beat it to death.