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Go To Page: 1 2 3 4 5 6 7 8 9 10 NEXT >> LAST (Total: 25 Pages) David Dreman (Buys Sells HoldingsIndustry Weightings) Is Recession Normal? No November-4-2009 David Dreman's Forbes column: "Multiples are inflated because earnings are depressed. It's that simple.""The pundits on CNBC are telling us that a stock market correction is overdue. The reason a pullback is supposedly imminent: The economy is going to need a long time to heal. Unemployment advances toward 10%, and consumer spending, as a percentage of income, is at its lowest level in decades. Economic pessimists include such notable commentators as forbes columnists A. Gary Shilling and the libertarian congressman Ron Paul (see "On My Mind"). And then, say the bears, stock prices are already pretty high. The S&P 500 index is at 133 times bottom-line earnings for the 12 months through September." More...Prem Watsa (Buys Sells HoldingsIndustry Weightings) Prem Watsa Comments on Economy, Market, and FairFax Stocks November-2-2009 Found this great interview with Fairfax Financial Holdings (FFH) Chairman and CEO Prem Watsa by Diane Francis with nationalpost.com: More... John Hussman (Buys Sells HoldingsIndustry Weightings) John Hussman: Risk Management and Convex Return Profiles November-1-2009 As of last week, the Market Climate for stocks remained characterized by unfavorable valuations, with the S&P 500 still priced to deliver probable total returns of only about 6.5% annually over the coming decade. This is a level of valuation typically observed near major pre-1995 peaks, not troughs, and certainly not early bull markets. Market action last week remained mixed. Trends in the major indices, as well as breadth (advance-decline) remained generally intact, though we're observing some early divergences here. Meanwhile, the market remained generally overbought on intermediate-term measures, but short-term measures have cleared and are now somewhat oversold. More... Marc Faber (Buys Sells HoldingsIndustry Weightings) Marc Faber On The Diminishing Dollar October-28-2009 If you could make one bet today, it would be that Marc Faber does not agree with Ben Bernanke says or does. More... Richard Pzena (Buys Sells HoldingsIndustry Weightings) Richard Pzena Q3 Commentary October-27-2009 Equities in general and value spreads in particular remain attractive, and history would suggest that we are in the early innings of the value cycle. The next leg up is likely to be driven by earnings increases in the context of a modest economic recovery. More... George Soros (Buys Sells HoldingsIndustry Weightings) George Soros Article: Do not ignore the need for financial reform October-27-2009 The philosophy that has helped me both in making money as a hedge fund manager and in spending it as a policy oriented philanthropist is not about money but about the complicated relationship between thinking and reality. The crash of 2008 has convinced me that it provides a valuable insight into the workings of the financial markets. More... Chuck Royce (Buys Sells HoldingsIndustry Weightings) Chuck Royce on Third Quarter 2009 October-26-2009 In this latest interview, Chuck Royce looks at the ongoing bull period and discusses why a more historically typical market might be a good thing for long-term investors. More... George Soros (Buys Sells HoldingsIndustry Weightings) Transcript: George Soros interview October-26-2009 Chrystia Freeland, US managing editor, interviewed George Soros, the fund manager, about the state of the world economy, relations between the US and China, his investment performance and regulating bankers’ compensation. This is a transcript of that interview. More... John Hussman (Buys Sells HoldingsIndustry Weightings) John Hussman: Rumors of the Death of the Credit Crisis Are Greatly Exaggerated October-26-2009 As of last week, the Market Climate for stocks was characterized by unfavorable valuations. Market action was mixed, with breadth and generally positive trends in major indices being the most favorable aspects, while strenuously overbought conditions persist. We also saw some “climax reversals” and other features characteristic of exhaustion late last week, but that evidence is tentative, and would probably be cleared on fresh highs in the major indices. For now, the Strategic Growth Fund remains well hedged, though we've shifted the composition of our hedge modestly. The relatively low level of option volatility last week, coupled with a fresh high early in the week and a selloff on Friday, allowed us to improve the effectiveness of our hedge with less upside “drag.” Specifically, we modestly reduced the number of straight long-put / short-call combinations in the Fund while simultaneously raising the strikes of some of our put options. Overall, the Fund remains well hedged. More... Warren Buffett, Robert Rodriguez, Martin Whitman (Buys Sells HoldingsIndustry Weightings) Kiplinger: Invest Like the Best October-25-2009 Washington Post has an article entitled "Invest Like The Best" by Elizabeth Ody. It lists the words of wisdom of six great investors. Among them, three are Investment Gurus that we track and you can get their stock holdings here at GuruFocus.com: More... Donald Yacktman (Buys Sells HoldingsIndustry Weightings) Don Yacktman Q3 Commentary October-23-2009 The third quarter continued the strong rebound from the March lows with the S&P 500 rising 15.6% while The Yacktman Fund and The Yacktman Focused Fund were up 19% and 16.9%, respectively. For the year, the S&P 500 is now up 19.3% while The Yacktman Fund and The Yacktman Focused Fund have appreciated 48% and 51%, respectively. More... David Einhorn (Buys Sells HoldingsIndustry Weightings) Transcript for David Einhorn’s Speech at Value Investing Congress October-19-2009 (October 19, 2009) One of the nice aspects of trying to solve investment puzzles is recognizing that even though I am not always going to be right, I don’t have to be. Decent portfolio management allows for some bad luck and some bad decisions. When something does go wrong, I like to think about the bad decisions and learn from them so that hopefully I don’t repeat the same mistakes. More... Julia Robertson (Buys Sells HoldingsIndustry Weightings) Robertson attracted to Intel and Google October-19-2009 Julian Robertson, founder of Tiger Management, said Monday that shares of Intel Corp. and Google Inc. are attractive, given the future prospects of the technology giants. More... John Hussman (Buys Sells HoldingsIndustry Weightings) John Hussman: The Stock Market Has Never Been This (Intermediate-Term) Overbought October-19-2009 If you spend a great deal of time analyzing market data, there are some dates that are easy to remember – October 29, 1929, March 23, 2000 (the date of the 2000 bubble peak in the S&P 500), August 12, 1982 (the 1982 low), October 19, 1987, and so forth. Certain years are memorable of course, marking the beginning or end of recessions, major market movements, major economic events, and the like. But individual dates are generally forgotten unless they represent some sort of outlier. More... Jean-Marie Eveillard (Buys Sells HoldingsIndustry Weightings) Jean-Marie Eveillard: First Eagle Global 3Q09 Commentary October-17-2009 The First Eagle Global Fund (A shares) returned 14.58% for the third quarter compared to theMSCI World Index return of 17.45%. More... John Hussman (Buys Sells HoldingsIndustry Weightings) John Hussman: Zen Lessons in Market Analysis October-12-2009 As of last week, the Market Climate for stocks remained characterized by unfavorable valuations, general strength on the basis of major indices, a few emerging divergences (one notable technical one being the non-confirmation between the Dow Industrials and Transports), and a fresh overbought condition resulting from the recent advance. On Friday, we closed the modest “anti-hedge” in index call options that we established on weakness a couple of weeks ago. Presently, the Strategic Growth Fund is tightly hedged. More... Bruce Berkowitz (Buys Sells HoldingsIndustry Weightings) Fairholme Fund Conference Call of Sept. 30 Transcript October-12-2009 We review securities from bank debt to common stock of companies, when their respective market prices have fallen; sometimes, fallen over the proverbial cliff. And by "review," I mean we count cash. In the case of common stock, we count the amount of cash that's left for owners after all the bills are paid to maintain a company's business. And we usethe company's income statements, cash flow statements, balance sheets to compute the numbers in as many different ways as possible. At Fairholme, we treat common stock as the most junior bond in a company's capital structure, where the true earnings, the free cash flow of a company, are akin to a coupon without a maturity date. We get really excited when we can find more senior and secure bonds that yield better than average equity-like returns. We then compare market prices to our estimates of free cash flows, to determine an expected return on investment. Price matters, and buying right is half the battle. Getting a reasonable estimate of expected free cash flow is the other half. More... Ronald Muhlenkamp (Buys Sells HoldingsIndustry Weightings) Ron Muhlenkamp Quarterly Letter October-8-2009 Over the past two years in our newsletters and seminars, we’ve discussed three major topics: the recession, bailouts and the credit markets, and changes in the regulations and structure of the financial markets. More... Warren Buffett (Buys Sells HoldingsIndustry Weightings) THE SUPERINVESTORS OF GRAHAM-AND-DODDSVILLE October-8-2009 EDITOR'S NOTE: This is the famous Buffett paper in which he refuted the Efficient Market Theory. it is an edited transcript of a talk given at Columbia University in 1984 commemorating the fiftieth anniversary of Security Analysis  , written by Benjamin Graham and David L. Dodd. This specialized volume first introduced the ideas later popularized in The Intelligent Investor: . More...(Buys Sells HoldingsIndustry Weightings) David Rubenstein Comments on US Economy and Interest Rates October-6-2009 (GuruFocus, October 6, 2009) If you don’t know David Rubenstein, you are not alone. He operates in Private Equity world, out of reach for most of us. Here is a brief bio from his company, The Carlyle’s Group’s website: David M. Rubenstein is a Co-Founder and Managing Director of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing more than $86 billion from 28 offices around the world.More... Go To Page: 1 2 3 4 5 6 7 8 9 10 NEXT >> LAST (Total: 25 Pages) If you like this page, you will love Our Premium Membership, Take a Free Trial. User Notes, Comments, and Questions Add Notes, Comments or Ask Questions »4 weeks ago, by Fsyed
Hi Joel- This is Fazal Syed. Played tennis with you in East Hapmton in the summer of 2001. Not sure if you remember me, I'm living in Philadelphia now. Would love to connect with you. I just saw your book, I was doing a research and your name popped up so I googled you. You are quiet the legend and you kept a very humble way. My email is fsyed001@gmail.com. In case you can't remember me, I was from India and played on the Indian Davis Cup team eons ago. Once again would love to connect with you. Regards, Fazal fsyed001@gmail.com Add Notes, Comments or Ask Questions »4 weeks ago, by Fsyed
... Add Notes, Comments or Ask Questions: If you like this page, you will love Our Premium Membership, Take a Free Trial.
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