Welcome to GuruFocus Investment Space.

Please Join Us to share your investment ideas with more than 100,000 GuruFocus users.

Join      Log in

jtdaniel  Jeff

Subscribe
  • Premium Member
  • Totally has 32 visits

If you know jtdaniel, you can leave a message, send a greeting or add him/her to your friend list. Once you become friends, you can see each other's latest updates.

Add Friend


All Ask jtdaniel a Question



All jtdaniel's Activities

  • jtdaniel commented on Thomas Macpherson's article 1 hr ago
    Are We Value Investors?
    We were recently talking to a fellow investment manager and somewhere in the conversation - quite nonchalantly - they mentioned that we weren't...
    View all 3 comments
    jtdaniel 08-02 05:58
    • Hi Batbeer,

      Not to worry, there is always another bear market. I haven't seen any 50 cent dollars in the quality stocks I track since 2009. Perhaps BP in 2010 would qualify, but that name did not interest me. Berkshire was a good value in 2011, but certainly not a 50 cent dollar. Maybe there have been such opportunities in small bio techs or net nets, but I would have never noticed. Best, dj
  • jtdaniel commented on Thomas Macpherson's article 8 hr ago
    Are We Value Investors?
    We were recently talking to a fellow investment manager and somewhere in the conversation - quite nonchalantly - they mentioned that we weren't...
    View all 1 comment
    jtdaniel 08-01 22:57
    • Hi Tom,

      I really enjoyed your article. I have come to believe that mixing GARP and pure value stocks can really  enhance portfolio return. Hence my recent purchases in Nestle (GARP) and Loews (below book value). Given Nestle's strong franchise value, I see it as no more risky than Loews over an extended holding period. Perhaps the best thing about GARP stocks like Neste, Wal-Mart or Abbott Labs is that the investor should have no fear of averaging down. Most of my profits over the last 30 years have come from averaging down into legacy holdings. Best, dj.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK