Welcome to GuruFocus Investment Space.

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

Join Log in

guruhl Holly

Totally has 11718 visits

If you know guruhl, 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 guruhl a Question

Abuse
drolfe 2012-10-09 21:34

oops...ignore the last question/post
Abuse
drolfe 2012-10-09 21:33

Wedgewood Partners on Apple in Forbes, fyi.

http://www.forbes.com/sites/abrambrown/2012/10/09/take-a-bite-of-apple-today-stock-could-get-juiced-to-850-by-2013/print/
Abuse
deltagumbo 2012-05-27 17:38

Read your article on W. Ross's investment in Bank of Ireland. There are several ticker symbols for BOI. Do you know which one he invested in? I looked at IRE but i could not get the share price numbers to add up to what you provided.

Thanks.
Abuse
Dan Dellegrotti 2011-07-08 15:34

guruhl: Hi Dan, Appreciate your note. Look forward to reading/writing more on GuruFocus!
You beat me to the Greenlight letter. Was in the midst of a quick write-up on it! Nice work.

» More Messages

All guruhl's Activities

Menu Holly LaFon posts: 1 hr ago

David Herro’s Oakmark International Fund New Buys Update
On the heels of his first quarter portfolio update, Oakmark International Fund manager David Herro appeared on Bloomberg Thursday reporting that he had pulled out of emerging markets due to their perceived overvaluation. Rather, he found that companies...
Comment
Menu Holly LaFon posts: 20 hr ago

Scott Black’s Latest Buys, Including 1 Buffett Pick
Scott Black describes his team at Boston-based Delphi Management as “disciples of the Graham-Dodd school of value investing,” and also insists on meeting directly with the management of companies he is evaluating. Rather than attempting to read the...
Comment
Menu Holly LaFon posts: 23 hr ago

Pimco Bill Gross on QE Taper
<div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
Comment
Menu Holly LaFon posts: 05-22 11:00

Davis New York Venture Fund Q1 2013 Investor Letter
Q: Please provide your perspective on the market. A: The first quarter of 2013 marked the four year anniversary of the powerful stock market rally that followed the financial crisis of 2008–2009. During this time, most market indexes have fully...
Comment
Menu Holly LaFon posts: 05-22 10:27

Ron Muhlenkamp Quarterly Letter
For two years or more, we’ve been discussing Europe, China, and U.S. politics as drivers for the financial markets. These drivers continue. Europe has reentered recession. That was expected. But it was also expected that, by now, Europe would have...
Comment
Menu guruhl updated album 05-21 15:56

My Album
total 168 pictures
Menu Holly LaFon posts: 05-21 15:49

The Most-Bought Stocks of Investing Gurus
Most Popular Stocks of Hedge Fund Gurus in Q1 Last week, gurus finished reporting their portfolio updates for the first quarter, and buying activity was more concentrated among certain stocks than others. GuruFocus’ S&P 500 Screener demonstrates that...
Comment
Menu Holly LaFon posts: 05-21 10:40

Third Avenue - 'The Impact of Higher Interest Rates on Real Estate (When and If It Happens)'
April 2013 By The Third Avenue Real Estate Value Team Excerpted From the Third Avenue Real Estate Value Fund First Quarter 2013 Shareholder Letter A frequently asked question and topic of discussion among Third Avenue Management investment...
Comment
Menu Holly LaFon posts: 05-21 10:11

Ken Fisher for Forbes - Don't Pigeonhole Your Stocks
I was recently asked how it is that I can regularly tout certain stocks because they’re cheap and at the same time recommend others at what seem to be selling at high valuations. It’s an excellent question, and my answer speaks to my particular...
Comment
Menu Holly LaFon posts: 05-21 09:37

Donald Yacktman Discusses Yahoo's Purchase of Tumblr
<div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
Comment
Menu guruhl updated album 05-20 14:38

Default Album
total 33 pictures
Menu Holly LaFon posts: 05-20 11:53

Vanguard's Jack Bogle Expects 7% Return for Stocks
<div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
Comment
Menu Holly LaFon posts: 05-17 16:01

Daniel Loeb Adds 3 New Buys to Top 10
Daniel Loeb is an activist investor who has recently suggested a few ideas to top holding Sony (SNE), via a less strongly worded letter to top management than usual. He could be out to replicate his success with Yahoo (YHOO), a sleepy company he shook up...
Comment
Menu Holly LaFon posts: 05-17 14:11

John Paulson’s Top 5 Biggest New Buys
Paulson is known for extreme wins and losses – for instance, a $5 billion win during the housing crisis and an almost $1 billion loss in two days on gold last month. In the first quarter, the manager of the $18 billion hedge fund Paulson & Co. added...
Comment
Menu Holly LaFon posts: 05-17 11:41

Manning & Napier's May 2013 Perspective on the U.S. and Global Economy
The U.S. Economy In late April, the Bureau of Economic Analysis (BEA) released the advance estimate for ﬁ rst quarter growth in U.S. gross domestic product (GDP). The report showed that the domestic economy gained speed during the January through March...
Comment
Menu posts: 05-17 11:16

David Herro Comments on Myer Holdings
The top contributing stock for both the quarter and six-month period was Myer Holdings (MYR), Australia’s largest department store group. Myer performed well during the holiday season, and as a result, its second-quarter sales rose 2.1%. The company...
Comment
Menu Holly LaFon posts: 05-17 11:16

David Herro Comments on gategroup
The largest detractor from the Fund’s performance for the past quarter was gategroup (GATE), the world’s largest independent provider of catering services to the airline industry. gategroup released preliminary 2012 results in February that were in...
Comment
Menu Holly LaFon posts: 05-17 10:56

Charlie Dreifus: Dividends, Investing Across Market Caps, and Lessons from the Bear - Royce Funds Commentary
As the economy continues to move forward in a near zero interest rate environment and fixed-income instruments—such as bonds—may be losing steam, Portfolio Manager and Principal Charlie Dreifus believes a revival in equities—propelled by dividend...
Comment
Menu Holly LaFon posts: 05-17 10:49

Charles de Vaulx IVA Worldwide Fund Quarterly Review
The IVA Worldwide Fund Class A (NAV) ended the quarter on March 31, 2013 with a return of 6.16% compared to the MSCI All Country World Index (Net) return of 6.50%. Since inception on October 1, 2008, on an annualized basis, the Fund returned 11.64%...
Comment
Menu Holly LaFon posts: 05-17 09:58

Ray Dalio of Bridgewater Associates on CNBC
<div class="nobrtable"><object id="cnbcplayer" height="380" width="400" classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" ><param name="type"...
Comment

FocusBar

Home

Premium Membership

Value Screens

Model Portfolios

Guru Stocks

Market Valuation

By Country

Articles

Submit Articles

guruhl Holly

All Ask guruhl a Question

All guruhl's Activities

All guruhl Picks

Top Guru Searches

All Recent Visitors

All(19) Friends