Archive for October, 2012

CONSIDER INVESTING IN “COMPOUNDERS”

October 19, 2012

“COMPOUNDERS”

  • Dominant global businesses
  • Skilled at reinvesting capital
  • Margin of safety

Some “compounders” in the FPA Crescent Fund: AON (AON), WPP (WPPGY), Unilever (UNLYF)

AON Chart

AON data by YCharts

Watch this episode here.

Transcript: Steve Romick 10-19-12 #917

October 19, 2012

WEALTHTRACK Transcript #917- 10/19/12   CONSUELO MACK: This week on WEALTHTRACK, Great Investor Steven Romick describes the balancing act necessary to keep his five star FPA Crescent Fund on its top performing route, as he juggles the forces of inflation and deflation, Fed easing, and the fiscal cliff. A rare interview with Steven Romick is next on Consuelo Mack WEALTHTRACK.   Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. This week we marked the 25th anniversary of the 1987 market crash. On October 19, 1987, Black Monday as it is known, Wall Street felt as if the

BRUCE BERKOWITZ: IGNORE THE CROWD

October 12, 2012

“Ignore the crowd” is the motto of this week’s Great Investor guest and Fairholme Fund’s Bruce Berkowitz.  Berkowitz, who rarely sits for television interviews, said on WEALTHTRACK that he had his work cut out for himself, defending Fairholme Fund’s losing record last year. Continue Reading »

AVOID THE UNDERPERFORMANCE TRAP!

October 12, 2012

Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM!

Watch this episode here.

Bruce Berkowitz Transcript 10/12/2012 #916

October 12, 2012

WEALTHTRACK Transcript #916- 10/12/12   CONSUELO MACK: This week on WEALTHTRACK, Fairholme Fund’s Bruce Berkowitz explains why he is ignoring the crowd and swimming with financial stocks while other investors flee! An exclusive interview with Great Investor Bruce Berkowitz is next on Consuelo Mack WEALTHTRACK.   Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. “Ignore the crowd” is the motto of this week’s Great Investor guest, and Fairholme Fund’s Bruce Berkowitz has had his work cut out for himself defending it, especially in 2011.  

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