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

To: gcrispin who wrote (40026)	11/12/2010 9:52:37 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78740

re Jeremy Grantham - >>The full interview of Jeremy Grantham's interview on CNBC is definitely worth reading.<< He is a smart guy but despite getting the macro view right, his funds are lacking the SP500. His customers would be better off if he'd concentrate on his portfolio rather than giving interviews.

To: gcrispin who wrote (40026)	11/12/2010 10:46:47 AM
From: Jurgis Bekepuris	Respond to of 78740

Pretty good interview.

To: gcrispin who wrote (40026)	11/12/2010 11:12:08 AM
From: Madharry	Respond to of 78740

I read his interview and i agree with his premise about emerging growing faster than the usa, but logically I dont get his headline conclusion of selling stocks because they are overpriced. what are they overpriced in relation to? he admits they are not overpriced in relation to bonds, and the he expects the US dollar to continue to decline in value. Meanwhile the logical conclusion is that if one can purchase growth stocks with increasig free cash flows that sell substantially to emerging markets, those should be good business to invest in. Meanwhile I just bought more HRB. They seem cheap to me are expanding into canada and austrailia areas that i like, and i like the price action of this week and this am so far. Y'all have a nice weekend.