2 Buys and 1 Sell From Private Capital Management's Mutual Funds NUS

Jun. 22, 2011 5:25 PM ETNUS
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Contributor Since 2010

Bill’s Background I’m just an average guy who’s learned a few things about Life, Success and Personal Development – thanks to some incredibly good and bad experiences during the past 25+ years. I’ve made many mistakes and have learned to combine down to earth values with a unique ability to distill complex concepts into simple powerful strategies which can be immediately applied to produce measurable results. “I’ve traveled the territory, drawn a few maps and I’m happy to share them” I do not consider myself to be an “expert” and my work is never presented as the definitive doctrine on how you should live your life or what it takes to be successful in your business. I am a work in progress and if you were to you join me on life’s journey by hiring me as your coach or partnering with us in business – our learning will very likely be a two way street. In fact, I expect it to be. “What you know dies with you – what you DO leaves a legacy” I was raised in upstate New York and eastern Pennsylvania. This rural upbringing is strongly reflected in my personal value hierarchy: Faith, Family, Friends, Fitness and Finance. Education and a commitment to continuous improvement are next on the list. All these and more are strongly reflected in my coaching, teaching, writing and speaking. While growing my private practice I also taught Orthopedics and Neurology at both the undergraduate and graduate level, produced a TV show on fitness, appeared on numerous radio and TV programs, authored numerous journal articles, chapters for medical texts, served as vice-president of my state medical association, and started a family. I have had the honor and privilege of consulting with and coaching a diverse population of people from royalty to prisoners, from children to CEO’s, from amateur to professional athletes from 41 countries and people of almost every race, creed, religious belief and nationality. I am passionately committed to contribution and Living With Intention. Part of my philosophy is to think globally while acting locally. I am a very active member of my church, as well as several community organizations. After church, my favorite philanthropy is the Nourish the Children. I have also performed extensive volunteer work for both the Anthony Robbins Foundation, and the Make a Wish Foundation. Since 1978 I have been in a gym or health club on a daily basis. My preferred methods of exercise are weight lifting and cycling but I participate in a variety of different sports because of the benefits of “cross training”. I also believe that daily reading, reflection, and prayer are absolutely essential components of both a successful fitness program and a happy, healthy and successful life. Why become an Entrepreneur? I became an entrepreneur because after 5 years of Health Care Reform I found I was merely an employee of the various insurance company’s I was interacting with. I became painfully aware I was working more hours for less income and I had to admit that what I was doing wasn’t working! At the same time my beautiful daughter, Casey, was born. This was the first time in my life I started to think about my future, and of course hers. When children come into your life, your perspective changes from Firebirds and Ferrari’s to Gymnastics, music lessons, horseback riding and so forth. Suddenly, I had to think longterm – was what I was doing going to provide all the things that a father wants for his children? In October of 1998 I started my entrepreneurial endeavors on a part time basis. In January 1999 my New Year’s Resolution was to put my practice up for sale. In May of 1999 I sold my practice and began to work on my dreams and my fortune on a full time basis. From there, it took me a full five years to get to the point where I could walk away and do whatever I wanted to do. Along the way I wrote my first book: “Morning Moments”. This has been the hardest challenge I’ve ever taken up and it’s been the most rewarding! In so many ways, this is the very best personal development seminar I have ever taken. I met mySelf and my wife in the process…and every closet crying moment was worth it. Today, with my wife Julie, we “get to” pay the gift forward by coaching others through the same process. There is no greater pleasure than showing others how to earn their freedom and then observing what good they do with it. Life Will Never Be The Same
2 Buys and 1 Sell From Private Capital Management's Mutual Funds
Seeking Alpha June 22, 2011

Private Capital Management’s mutual funds have delivered a market-beating,
phenomenal 15.5% compound return over the last 24 years since the fund's inception.  The company manages $1.6 billion using a value investing philosophy, and with holdings across the capitalization spectrum. Two attractive buys from its portfolio include Motorola Mobility Holdings (MMI) and Nu Skin Enterprise (NUS).

Consumer non-cyclical sector: Buy Nu Skin Enterprise (NUS). 

PCM added a new position, its first in this sector, by buying a new $21 million
position in Nu Skin Enterprise, a network marketer of anti-aging personal care
products and nutritional supplements under the Nu Skin and Pharmanex brands.
Nu Skin is a baby boomer stock, and has been reporting phenomenal revenue and earnings growth every quarter. (18 consecutive quarters) The stock trades at a premium 15 forward P/E, but that is not so expensive given the strong growth and the promising outlook for the company’s products, and given the aging population in the U.S. and worldwide. Analyst targets are currently in the high-$30s, but as is the case with any such high growth company, one can expect these targets to keep getting raised as the company continues to beat numbers.


For complete story:  https://seekingalpha.com/article/276210-2-buys-and-1-sell-from-private-capital-management-s-mutual-funds?source=yahoo

Live With Intention,
DrBillToth.com/blog
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