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

To: Glenn Petersen who wrote (55455)	6/14/2015 9:35:46 AM
From: richardred	1 Recommendation Recommended By E_K_S Respond to of 78753

I'm a big fan of Mario since my early investing years in the late 70's early 80's. I felt he was one of the early fund managers who truly understood the underlying value in media assets. He came on board in media assets early on . I've always enjoyed his Wall Street Week appearances and his pieces in Barrons. Now he's on CNBC on occasion. FWIW -He's a big holder of some of my holdings which aren't exactly values as far as historical PE ratios. GFF;Griffon SUP-Superior Industries LNCE-Synders/Lance SKY-Skyline

To: Glenn Petersen who wrote (55455)	6/14/2015 12:16:10 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78753

Much of the profit in investing and business is made in downturns. The trick is to have cash to invest at such times. The best investors have cash at such times since it is a residual of not being able to find enough securities and others assets to buy during the euphoric part of the business cycle. If you stay focused on buying assets at a margin of safety to intrinsic value, the cash will naturally tend to be available for investing when a period of market euphoria ends and bargains appear. Thank you. Maybe it's a good thing the thread is dead - the others have decided to take a vacation rather than relax their standards anymore. The average investor will be richer for it. Or maybe they're all buying biotech stocks ;)

To: Glenn Petersen who wrote (55455)	6/14/2015 2:55:16 PM
From: E_K_S	1 Recommendation Recommended By richardred Read Replies (2) \| Respond to of 78753

Re: Mario Gabelli - GAMCO INVESTORS, INC. ET AL One of my favorite Value Investors. Here are his top 10 holdings For a complete view of all his positions click here. I recently bough Ampco-Pittsburgh Corp. (AP) a Mario Gabelli holding. He is the top institutional holder w/ 4.5% of the outstanding shares. It's still a small position in his portfolio at 0.13%. My portfolio position is 0.75%, so I guess it's 5x larger than Mario's. Notice that M. Gabelli owns 841 positions with his largest holding, DIRECTV (DTV) that only represent 1.69% of his portfolio. FWIW, his portfolio has 9.7x more stocks than mine (my last count was 87 equities and 4 mutual funds). My largest position (KMI) represents about 6.5% of my portfolio. It is interesting the Gabelli has been selling his stake in KMI since 2013 and now only holds 10% of what he did then (30 months ago). He does not appear to be a long term holder (decades/years) like Buffet. He holds no options and very little fixed income. EKS