Investments, activist activity
Posted by James Breen at 6 April 2008 23:53
I guess it is time to get 100% long for the readers to count. All indications in Investments are unbelievable, for example funds mutual.
This article is posted on the day before yesterday. The strong idea of the post is worthy, superior, good strong and most of all to make no mistakes are quite impossible to attain.
I am doing a virtual investment portfolio for my Investments class and one of our projects is to compete against our professor and other students in buying stocks, mutual funds, bonds, etc... and so far i am in third place. I want to kindly ask you finance experts what you think are the hottest stocks out there that i should buy and invest in. Just to remind you, there is no real money involved since it is a virtual thing with play money. The top three students in the class .. full post.
It is just getting started:
Q1 was rough for everyone, but it was particularly cruel to the old maestro Bill Miller, of Legg Mason Value Trust fame: The $12.2 billion fund fell 20 percent, trailing all but four of 660 rivals that buy stocks of companies with market values of more than $15 billion, according to data from Morningstar in Chicago. Last year, Miller lost 6.7 percent, including dividends, compared with the average 6.2 percent gain among similar mutual funds. The manager, whose 15-year record of beating the ..Read the rest of this post.
While have powerful value proposition is still essential part of building funds mutual, it certainly is not the only part. But because it is indispensable, the value proposition has better be clear, concise, and compelling. This article applies all these points:
Activism as an asset class. (DealZone, DealBook) "When you have more and more companies under stress, suddenly by force everyone becomes a distressed investor." (NYTimes.com) Was Bear Stearns (BSC) "too interlinked to fail"? (Salon.com) Too bad Bear didn't try to save themselves. (NakedShorts) The Fed funds rate is historically low and volatile. (Aleph Blog) It seems that only the regulators are in favor of the Paulson plan. (Finance Trends Matter) Are investment banks really trying to .. read the rest.
These arguments about funds mutual really influence my decisions.
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