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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Other Value Funds 
Yacktman, Wintergreen, Delafield, Third Ave funds,
Oakmark funds are a few to consider. FPA Crescent
as you already mentioned - though it is balanced,
it has...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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9-Feb-10 05:35 pm |
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| 2. |
Re: citigroup investment
Morningstar now has an interview with Bruce posted
on their site. It's phone interview. Summation:
- PFE and defense firms were a defensive play heading
into the crisis. He was...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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4-Feb-10 12:08 pm |
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| 3. |
Re: STOP looking for the next FAIRX.
Dude, I was responding to a poster who said "buy
index funds, and rebalance yearly". That is vastly
different from "trading" ETF's. I don't
slam any particular style of...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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3-Feb-10 04:24 pm |
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| 4. |
Re: citigroup investment
Morningstar updated their analysis for FAIRX. Sounds
like they recently talked to Bruce. Hopefully, an
interview will be published soon. If not, the gist
was: one year of government...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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3-Feb-10 04:00 pm |
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| 5. |
Re: STOP looking for the next FAIRX.
I use index funds for a portion of my portfolio, but
I often ask myself the following question - would
indexing work if everyone used a Vangaurd/Malkiel
style indexing...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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2-Feb-10 11:44 am |
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| 6. |
Re: citigroup investment
MStar mentioned they will be talking to Bruce this
week. So maybe he will elaborate. He mentioned financials
on the Fox interview, but that was prior to the annual
report. I assume...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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1-Feb-10 02:39 pm |
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| 7. |
Re: Similar Fund to FAIRX needed ASAP!
You might want to look at Yacktman.
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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29-Jan-10 04:56 pm |
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| 8. |
Re: Annual Report
Pretty "matter-of-fact" annual report. Very
little meat in the analysis and discussion. Just the
facts. With the lack of meat on this report, I'm
looking forward to more interviews soon.
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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29-Jan-10 11:30 am |
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| 9. |
Re: Berkowitz&&39;s, the next Ken Heebner?
Ken Heebner is not stupid - as you stated in another
post. He is a trader, and he makes big bets. These
bets can pay off, and they can backfire. He and B
erkowitz...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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26-Jan-10 11:10 am |
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| 10. |
Berkowitz on Fox
http://www.foxbusiness.com/search-results/m/28493590/fairholme-s-berkowitz-on-managing-funds.htm#q=bruce+berkowitz
- thinks the fund is not too big right now. It allows
him...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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25-Jan-10 01:04 pm |
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| 11. |
Re: Why raise the invesment minimum now?
Smaller accounts cost more on average. IMO, this is
a precursor to closing the fund. Personally, I'd
have raised it to 25k.
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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22-Jan-10 11:29 am |
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| 12. |
Re: Consuelo Intrvw- Grave Concerns
Yea, I saw that when the fund was new as well. I don't
buy it. Winter's insisted he was starting a fund
that anyone could invest in. That he did not want
to start a hedge fund, but...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds W >
Wintergreen
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proxyguy |
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22-Jan-10 11:27 am |
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| 13. |
Re: Consuelo Intrvw- Grave Concerns
I'll agree that he has not performed great. While
I don't have hard stats to back this ub, I'd
say the fund has been about an average fund, and slightly
better than average for...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds W >
Wintergreen
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proxyguy |
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20-Jan-10 11:46 am |
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| 14. |
Re: Berkowitz&&39;s Background
I'll slow down next time. However, in this particular
case, I did not defend anyone. The OP should not invest
here is he believes what he posted. Most of it is
true. BB...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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19-Jan-10 07:52 pm |
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| 15. |
Re: Consuelo Intrvw- Grave Concerns
No comments on buying too early, shorting, and especially
Genting. I'll comment on this, though. "in
order to replace his 30 or positions, he would need
to see relatively...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds W >
Wintergreen
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proxyguy |
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19-Jan-10 03:40 pm |
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| 16. |
Re: Berkowitz&&39;s Background
Well, that's something you will just have to determine
for yourself. If you believe that anyone who went
to UMASS could possibly "beat" Harvard MBA's,
then you should not invest here. If you believe that
it...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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19-Jan-10 03:03 pm |
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| 17. |
Re: P.O.S SHLD AND PFE
It does not matter whether I agree with you or not
about SHLD. Berkowitz does not. Her knows how SHLD
is valued because he has talked about it many times.
He...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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15-Jan-10 03:59 pm |
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| 18. |
Re: Domestic Fund Manager of the Decade
I don't worry as much about how big the fund is.
I think Bruce will close it eventually (I'm guessing
pretty soon the way it's going). He will probably
do it a bit too late, but not dramatically so. I worry
more about...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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15-Jan-10 11:17 am |
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| 19. |
Re: P.O.S SHLD AND PFE
You just keep proving my point...you don't get
this fund. There is more than one philosophy of investing
- not just your way. What Berkowitz does is NOT buy
and hold. He buys...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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15-Jan-10 11:00 am |
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| 20. |
Re: Domestic Fund Manager of the Decade
This is not good news, IMO. I'd just assume the
fund stayed under the radar - like a Yacktman...or
Fairholme back when I bought it.
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds F >
Fairholme
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proxyguy |
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14-Jan-10 11:30 am |
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