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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: marc ultra who wrote (2659)1/1/1999 3:16:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
Top bananna @ Montgomery 5 yrs ago << than that at Nations Bank so took a smaller position in the merger....then they merge with BofA..... It is not your father's Montgomery Brokerage!

Greed >> fairness to Shareholdes in a small fund....

We will have to closely monitor...




To: marc ultra who wrote (2659)1/1/1999 4:34:00 PM
From: marc ultra  Read Replies (1) | Respond to of 15132
 
some weekly results

Vanguard Index500 +0.30%

Vanguard Index small cap +4.18%

MNMCFX +6.87% (might hear Bob give a mention to this)

If there's ever a time for a January effect this would be it with lousy yearly performance of the small caps leading to increasingly compelling valuations and suspected massive tax loss selling and a kick start in late December though I certainly wouldn't bet the farm on it (if you had a farm that is)

Marc



To: marc ultra who wrote (2659)1/2/1999 8:57:00 PM
From: Justa Werkenstiff  Read Replies (3) | Respond to of 15132
 
Marc: Check the managers of both the funds. Chances are they are one and the same --- Roger Honour. I betcha assets held in each fund dropped to the point where it made good economic and investment sense to combine the two funds.