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

To: Wallace Rivers who wrote (24625)	8/18/2006 2:49:43 PM
From: Madharry	Respond to of 78748

curious as to why you sold brk.b. I think its great that you got a double but I dont see why it wouldnt double again in 5 years or less. I see it as a mutual fund +float that happen to be run by two of the greatest money managers around, and i dont have to worry about excessive mgmt fees. .

To: Wallace Rivers who wrote (24625)	8/18/2006 3:43:07 PM
From: Keith J	Read Replies (1) \| Respond to of 78748

Wallace, I have held Third Avenue Value (TAVFX) for some time with decent returns; Baron Asset (BARAX) with less stellar returns; but they have different approaches. Also holding RCL, and prefer it to CCL, but doubt they will perform exceedingly well in the near term. I wish they would repurchase more stock instead of buying so many new ships. KJ

To: Wallace Rivers who wrote (24625)	8/18/2006 7:24:18 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

I second Madharry's question about why you sold Berkshire. Regarding mutual funds, in various accounts and for various persons I hold BRK, TAVFX (Marty Whitman), Dodge and Cox (closed for new investors I believe), Oakmark Select I, and SP500 index. I also have IGE, IIF and TDF, but those are specialized funds and only TDF might be a buy at this time.

To: Wallace Rivers who wrote (24625)	8/20/2006 11:24:18 PM
From: TimbaBear	Respond to of 78748

Does anyone have any mutual fund ideas? Have you looked at ETFs? I like EPP, EWS, PXE right now in that arena Regular funds....Calamos has been good for me.....they have several. Timba

To: Wallace Rivers who wrote (24625)	8/21/2006 6:54:57 AM
From: Carey Thompson	Read Replies (1) \| Respond to of 78748

Wallace Rivers, I am a mutual fund investor, too. In my IRA I hold 1 small cap growth mutual fund, the Brown Small Company Fund managed by Eddie Brown. He was the short guy that was a regular guest on the old Wall Street Week with Louis Rukeyser show. Eddie Brown invest in small medical, technology, and consumer stocks. I have held the fund for 7 years and have achieved good results. Also, last year I bought into the Baron Partners Fund, managed by Ron Baron, an old Barron Roundtable guy. He had been sending me quarterly reports for 15 years and finally convinced me he knew what he was doing. He is a value guy, across all capitalizations. My 2 years experience has been excellent. As a speculation, the Janus Funds of Denver appear to be honestly, fairly, and effieciently run for the benefit of the shareholders again. Thank God, because they were a rudderless ship for years. For my sons education, I have held Janus 20 since 1988 and have gotten decent returns. Its manager was Tom Marsico for the first 8 or 9 years and for the past 9 or 10 years has been run by Scott Schoenzel. SPECULATIVE