Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ETF1 who wrote (1923)	9/20/2014 7:27:11 PM
From: Fintas	Respond to of 26570

Sounds great on paper re Fairx. I wonder how many funds held AIG large before it almost went bye bye. Yet to clarify... he used the word growth. I wouldn't consider AIG a growth stock. And I wouldn't shift from a fnsr to an AIG. I would have either size in to reduce cost basis or just grabbed JDSU as stated. I'm on record I own JDSU at 9.15. Now that you put this up.. you will force me to go deep re AIG.. UGH. Didn't ya hear. Dont feed the troll. SMILE Fintas

To: ETF1 who wrote (1923)

9/21/2014 12:08:48 PM

From: Kirk ©

Read Replies (2) | Respond to of 26570

I'm curious about what site you used to get 49%. Is there a site that updates the holdings with current prices?

Interesting that the Fairholme Fund (FAIRX) has 49% of its assets in AIG.

Yahoo! and morningstar had it at 42.8% but that was as of May 30

finance.yahoo.com

Top 10 Holdings (92.28% of Total Assets)

CompanySymbol% AssetsYTD Return %

American International Group, I	AIG	42.80	9.79
Bank of America Corporation Com	BAC	14.40	4.62
Sears Holdings Corporation	SHLD	6.97	-14.23
St. Joe Company (The) Common St	JOE	6.35	12.98
Amer Intl Grp ([Wts/Rts])	N/A	6.22	-11.52
Fed Natl Mort Assc Pfd	N/A	6.05	N/A
FHLMC Pfd	N/A	4.28	N/A
Leucadia National Corporation C	LUK	3.28	N/A
FNMA Pfd	N/A	1.12	N/A
Lands' End, Inc.	LE	0.81	N/A

He's done well over 3 yrs

but this year is lagging