Yacktman funds conference call, well worth listening to. Don Yacktman thinks that best investment ideas lie in the high quality stocks. During the April rally they reduced the positions in ACF, AIG, take new positions in high quality companies PG, CMCSA, KO, PEP, NEWSA etc.
In 2007 they owned some niche companies. Now they are focused on high quality companies.
Listen to the audio file.
In 2007 they owned some niche companies. Now they are focused on high quality companies.
Listen to the audio file.
