Sam Subramanian

Are Discount Broker Shares Worth Owning? Depends Which One

Agree. E*Trade has a pretty good trading platform. ETFC is a case of a good company that lost its way trying to grow. Going into mortgages has cost the company big time.

Four Sound Smallcap Fund Investments

Appreciate the kind comment.
Best,
Sam


On Aug 20 06:41 PM Wolf.Timber wrote:

> Interesting post, thank you

Beware of Booby Traps in Emerging Markets

The point you raise Paul is a good one. True, both CEE and RNE are 'diversified' beyond the borders of Czech, Hungary, and Poland. I still feel they are reasonably exposed to these three countries. I couched it with the phrase 'meaningful exposure to Eastern Europe'. I can be swayed to use a more 'dilutive' phrase.
Best,
Sam


On Aug 13 01:03 AM Paul Harper wrote:

> Always nice to see people breaking out & talking about Emerging
> Markets, especially Europe.
> However, your guage of Central Europe is a little off. CEE includes
> Turkey to your "short" list of Poland Hungary & Czech Republic.
>
> RNE has an even more extensive exposure : www.morganstanley.com/...
>
> although for some weird reasoning it has holdings in Austria &
> the Netherlands. Whats more discouraging for any investor looking
> at this fund is the very heavy weighting into CIS (Russia fr the
> layman)
> As an investment professional, don't you feel you should be a little
> more transparent on these sorts of issues ?

Too Late to Board the Biotech Bandwagon?

Thanks for your comments, Shailesh. Given its size and Fanapt approval, VNDA is an interesting speculation.

FPHAX has recently loaded up on VNDA. In our experience of following Fidelity funds, we find some Fidelity managers tend to get heavy on potential takeover targets.

As stated in the press, the list of VNDA's potential suitors appears long.


On Jul 28 05:10 PM maverick21 wrote:

> Sam,
>
> Kudos on a rather well written article. The obvious charm of biotech
> lies in potential riches arising from buyouts a la BMY/MEDX. As things
> stand, are you aware of the possibility of any buyouts in the offing?
> VNDA perhaps.......
>
> Thx
> Shailesh

Too Late to Board the Biotech Bandwagon?

Thanks for your kind comment, PhillyDan.



On Jul 28 04:00 PM PhillyDan wrote:

> Well written article with good recommendations for investors. I believe
> that the Biotech sector is poised for explosive growth and like "alternative
> energy" promises to be one of the driving forces in the future economic
> growth of the United States.