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

To: Jurgis Bekepuris who wrote (29591)1/7/2008 3:52:47 PM
From: Paul Senior  Read Replies (2) | Respond to of 78535
 
Yes, that's why Heebner can be dangerous to follow.

Somehow, your rationale for TAVFX makes sense, although my guess is if most of the individual stocks that are held in TAVFX were presented here, you'd be pointing out how difficult they are to analyze, and/or how dangerous they might be, and how for you, you'd at best not be interested in them and at worst would avoid them. -g-

finance.yahoo.com



To: Jurgis Bekepuris who wrote (29591)1/7/2008 7:16:28 PM
From: Madharry  Respond to of 78535
 
i had put my wife in oakmark select and pulled out of there after being concerned with wm being something like 18% of the portfolio. I didnt feel like paying for all those unrealized gains.


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