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


To: Paul Senior who wrote (17998)11/4/2003 4:44:35 AM
From: Marc Fortier  Respond to of 78476
 
Paul, Dorfman had a few words about MGAM in one of his last columns. Have a look at Bloomberg.com.

By the way, he also mentioned CSTR, which I chose instead of MGAM (I liked it very much too). I also bought some CNXS. The two stocks are more in the GARP category than the Value. I sold IBA and WPL to buy them. Don't know if it's a great move or not. Time will tell.

Thanks anyway for the info on MGAM. Dorfman did not tell that much.