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Non-Tech
Money Managers after the Perfect Storm
An SI Board Since February 2002
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46 1 0
Emcee:  Tom D Type:  Unmoderated
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21Hi Tom, I looked at the site and they actually do own Cambiar Opportunity Fund. RetiredNow-2/26/2002
20tom, i'm actually very risk averse under most circumstances. however, i'Skeeter Bug-2/26/2002
19I think we have different risk tolerances. If it turns out that I make 10 or 12Tom D-2/26/2002
18>>If going from a high of 5500<< i recall a touch over 5000, not 55Skeeter Bug-2/26/2002
17>>But what makes the 2000s different from the 1930s<< tom, didn'Skeeter Bug-2/26/2002
16No, its a different Cambiar: cambiar.com You have to click on the "ManagTom D-2/26/2002
15Is this the one you are in: biz.yahoo.com ?RetiredNow-2/26/2002
14Hi Skeeter, so you think we haven't experienced a big bust? If going from a RetiredNow-2/26/2002
13So you think we are in for a prolonged bear market. My gut says so also. I havTom D-2/26/2002
12tom, i think your strategy may work - at least you have a decent probability of Skeeter Bug-2/25/2002
11re: Valuations and other concerns. I think stocks like CSCO and MSFT are not atTom D-2/25/2002
10Hi Tom, Just looking at your thread now. I'll comment later when I get the cH James Morris-2/25/2002
9>>I sincerely believe we are in a bull market now. It just excludes large Skeeter Bug-2/25/2002
8mind, good point. this may be the nifty fifty redux ;-) i do own a couple smalSkeeter Bug-2/25/2002
7Skeeter, I think when people say equities, they are mostly talking about the larRetiredNow-2/25/2002
6Let me comment on some of your arguments... 1. <<we will not see anotherTom D-2/25/2002
5fellas, i'm mostly in cash until this disaster fully unwinds. why do peopleSkeeter Bug-2/25/2002
4I don't really know the nomenclature for what he does. SSB, like other brokTom D-2/24/2002
3are you set up in a wrap account at SSB? what is their fee as a percentage of asWyätt Gwyön-2/24/2002
2It's funny you should have this thread. I too have put much of my money withRetiredNow-2/24/2002
1Current asset allocation Everybody gets different results with their money manaTom D-2/24/2002
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