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granger
231 Comments
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Sharp man, just my opinion. I own Paychex over ADP.
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If the deal had fell apart, how would he look. I think he did exactly as he should have.
4 Tidbits from Third Avenue Value Fund's Q3 Letter
I have been a long term holder of TAVFX for many years.
I recently been doing a similar exercise as Whitman. I have been doing some heavy scrutiny of my portfolio. I have been cutting back my number of holdings and concentratin the assets.
I have been using two criteria of where to park the most capital. One is to individual stocks that have held up well during this entire credit crisis, both fundamentally and technically. Second, is to give capital to proven winners and unique assets.
Whitman fits the bill of my second ctiteria. During August and July, i have sold off several funds. I have given most of the assets to TAVFX. Almost tripling my positions since the beginning of July.
Disclosure: my largest fund & ETF positions are AOD, TAVFX, PRPFX and PDP. Largest individual stock positions: DHR, CNI, VFC, SYY, TECH, BWLD, TSCO and RPM.
What has everyone else been doing.
10 Reasons To Look at 10 Oregon Stocks
Can you explain number 8 to me. What does a revenue mean? what is the investing impact? what are the other 6 states?
16 Stocks That Are Paying My College Tuition