GBA Presents: RADIO SAVANT-!

vanzandt said:
News from their fireside chat?
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Big Pete was on the CC // he gave me those bullet points I gave out. Sounded very upbeat and now on schedule. Apparently two conferences coming and data to be revealed at one of them.
One of Pete's sons is graduating this weekend,my wife is going. I'll ask her to debrief.
 
vanzandt said:
Top long term adds to the granny portfolio

>CF
>SCHW

The bottom may not be in, but start buying

Readers.... buy the best stocks in a sector when that sector is hated and beat down.
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Nice! Looks like you were inspired by my listing of Great Investors! I'll go a step further---
If you know your stocks well and buy only on very bad puke earn crash sort of days---

you will do very well.
 
vanzandt said:
Top long term adds to the granny portfolio

>CF $67
>SCHW $47

The bottom may not be in, but start buying

Readers.... buy the best stocks in a sector when that sector is hated and beat down.
More...
Look how well this worked out with STLD and PWR.
 
I like it when Melissa has to do the morning show with Joe lol.. now Andrew may be a Dem, but he's a middle of the road Dem.... I suspect Melissa is left of you Stoney. :D

Poor Melissa, she has to be the hardest worker on that network. Either that or she likes the overtime. You never see them floating Becky around time-slots.
 
vanzandt said:
Look how well this worked out with STLD and PWR.
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I don't think those qualify. It has to be a very bad miss & a very good stock. I'm thinking more of Foot Locker when it fell but that one hasn't really panned out yet.--

In my 30+ years doing this I have only owned one mutual fund. It came out of JP Morgan and is called The Undiscovered Managers Fund-- Behavioral Value fund. UBVAX

I doubt it's open to investors now. But I kept it over the years as much to get ideas from their holdings as for the holdings themselves and the commentary was always so interesting-- I'm really into going against the norm; against the grain; against the crowd and these guys lean in.. it has to be the right set up but there is a system here that works.

And it's not that it's soooo great but rather consistent.
 
vanzandt said:
I like it when Melissa has to do the morning show with Joe lol.. now Andrew may be a Dem, but he's a middle of the road Dem.... I suspect Melissa is left of you Stoney. :D

Poor Melissa, she has to be the hardest worker on that network. Either that or she likes the overtime. You never see them floating Becky around time-slots.
More...



Did you see one of the gals we like got a big job maybe Neuberger and Berman..
 
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