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granger » Comments » ABK

  • Ambac: Now It Warns of Bankruptcy? [View article]
    funny, how everything was fine. ABK reports, then MBI, then magically ABK is in trouble.
    Nov 12 20:46 pm |Rating: 0 0 |Link to Comment
  • 4 Tidbits from Third Avenue Value Fund's Q3 Letter [View article]
    I agree completely. I always enjoy any comments from Whitman.

    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.
    Aug 24 10:40 am |Rating: 0 0 |Link to Comment
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