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GuruFocus Home >>List of Gurus >> CommentariesCommentaries of Investment Gurus
Go To Page: 1 2 3 4 5 6 7 8 9 10 NEXT >> LAST (Total: 14 Pages) John Rogers (Buys Sells HoldingsIndustry Weightings) le May-2-2008 John rogers shareholder letter: "Now the commodity bulls will argue that global demand, especially in China and India, is causing a secular change that has re-set commodity prices at a permanently high plateau. They say current prices are not only justified but only the beginning of a prolonged, upward march. " More... Wallace Weitz (Buys Sells HoldingsIndustry Weightings) all of our stocks and wait for a more favorable environment?" April-29-2008Like many other value investors, Wally Weitz had a terrible quarter after a terrible year. Is he losing his touch too? This is his first quarter commentary: "We are optimistic about surviving and earning positive returns over the next several years, but investors will need to be patient—the economic news is likely to get worse and remain negative for some time..." More... Chuck Akre (Buys Sells HoldingsIndustry Weightings) Quarter Letter April-27-2008 Chuck Akre shareholder letter: "We have the view that in the long term the economy will sort itself out. In the short run, our US economy and in fact the global economies as well, have a plate full of issues to get straightened out. " More... Ronald Muhlenkamp (Buys Sells HoldingsIndustry Weightings) the point of maximum pain in the debt and equity markets. April-24-2008 Ron Muhlenkamp commentary: In the U.S., we’ve had ten recessions since WWII. In each case, the slowdown was triggered on purpose by the Fed, which acted according to its charter in containing inflation. But they also squeeze out the excesses of the prior expansion." More... Bill Miller (Buys Sells HoldingsIndustry Weightings) your deferred outperformance,” April-23-2008 Bill Miller shareholder letter: "I am often asked, how long do we have to wait before the fund starts to do better? The real answer here is the same as it is about most such forecasts: no one knows." More... Richard Pzena (Buys Sells HoldingsIndustry Weightings) y Has Grown April-23-2008 A new fear has permeated conventional investment thinking: the massive leveraging-up of the recent past has gone too far and its unwinding will permanently hobble the global financial system. More... Dodge & Cox (Buys Sells HoldingsIndustry Weightings) hat significant investment opportunities are being created April-21-2008As investors continue to grapple with disappointing news about credit market dislocations and the near-term U.S. economic outlook, we believe that significant investment opportunities are being created for the patient, long-term investor. More... David Dreman (Buys Sells HoldingsIndustry Weightings) d the Bailout April-18-2008Frightening as the markets look today, there will come a time when the liquidity crisis ends and today's prices for bank stocks look, in retrospect, like bargains. More... Ian Cumming (Buys Sells HoldingsIndustry Weightings) 7 Letter to Shareholders: On the bright side, opportunities for courageous investors should abound April-16-2008In 2007, Leucadia reported $484.3 million in after tax income ($2.10 per share, fully diluted). We lost $88.3 million from continuing operations pre-tax1 and had non-cash income of $542.7 million by bringing into income part of our deferred tax asset. More... David Winters (Buys Sells HoldingsIndustry Weightings) Great Student April-15-2008An interview of David Winters by Barron’s. Winters discussed how he learned investing, and some of his holdings: Japan Tobacco, Wynn Resorts, Jardine Matheson. A recommended read by GuruFocus. More... Bill Nygren (Buys Sells HoldingsIndustry Weightings) April-12-2008Bill Nygren Commentary: "As shown by Bear Stearns, the market today is extracting a large toll from forced sellers. Though we always discourage short-term investing, we believe that such advice is especially important now." More... Robert Rodriguez (Buys Sells HoldingsIndustry Weightings) con April-3-2008 Want to know how the current financial crisis will unfold? Listen to what Robert Rodriguez says. He is one of the few who warned us about financials since 3 years ago, and he does not own financial stocks. This is his recent writing on credit crunch and financial crisis. More... George Soros (Buys Sells HoldingsIndustry Weightings) ial Times article: False ideology at the heart of the financial crisis April-2-2008 The proposal from Hank Paulson, US Treasury secretary, for reorganising government regulation of financial institutions misses the point. We need new thinking, not a reshuffling of regulatory agencies. More... John Rogers (Buys Sells HoldingsIndustry Weightings) n: A Steady Hand March-27-2008We love companies with managers who have been in place for long stretches. They remember what works and what doesn't during rough patches. They strategize intelligently because they know their markets and rivals well. More... Chuck Akre (Buys Sells HoldingsIndustry Weightings) portant in today’s market? Your ability to sleep well March-24-2008 Chuck Akre’s letter to shareholders: Historically we have managed your portfolio on the basis of staying fully invested through market cycles. Interestingly, across the last eighty plus years of recorded U.S. stock market history, a very small number of days account for a large percentage of the returns the market generates. More... Kenneth Fisher (Buys Sells HoldingsIndustry Weightings) egy | Crunch Mythology March-21-2008Ken Fisher Forbes column: "If you believe the popular economic myths of the day, you think there's a credit squeeze--less total credit available. This is nonsense." More... David Winters (Buys Sells HoldingsIndustry Weightings) ective, this is a giant after-Christmas sale March-17-2008 Difficult stock market? David Winters' Wintergreen Fund was up 21% in 2007. Here is his shareholder letter: A period of a general downward market trend is actually good news for the true value investor because it provides the opportunity to snatch up truly wonderful securities at bargain buster prices. From our perspective, this is a giant after-Christmas sale, and we don’t know how long it will continue..." More... Ken Heebner (Buys Sells HoldingsIndustry Weightings) cant long positions in the steel, fertilizer and telephone industries March-10-2008 Bad stock market? Not for Ken Heebner. He was up 80% in 2007. His fund focused on industries that profited from the increasing consumption of commodities in emerging economies including China, India, Brazil, and the Middle Eastern countries. This is shareholder letter. More... HOTCHKIS & WILEY (Buys Sells HoldingsIndustry Weightings) alue opportunities arise March-7-2008HOTCHKIS AND WILEY had a bad year, similar to many other value Gurus. This is their shareholder letter: "Turmoil in the US mortgage and credit markets continued to create a More... Martin Whitman (Buys Sells HoldingsIndustry Weightings) s Latest Shareholder Letter: I feel good about MBIA March-3-2008 As stock market collapses everywhere, Martin Whitman is unusually busy trading with his portfolio. In the latest shareholder letter he wrote: "Quarterly performance for the most recent three month interim was one of the worst fiscal quarter return for the Fund since it started investing in late 1990. Security prices collapsed in Hong Kong and Japan. In the U.S., common stock prices also collapsed for companies involved in real estate, mortgage insurance, and bond insurance." More... Go To Page: 1 2 3 4 5 6 7 8 9 10 NEXT >> LAST (Total: 14 Pages) If you like this page, you will love Our Premium Membership, Take a Free Trial.
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