Archive for September, 2013

SPACE FOR REFLECTION

September 27, 2013

What’s the hardest part of Matthew McLennan’s job as head of Global Value and portfolio manager at First Eagle? Finding time to think. He explains how he does it.

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MATT MCLENNAN: THE “MIRAGE” RECOVERY

September 27, 2013

Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement. McLennan, whom we have identified as a Next Generation Great Investor, runs the five-star rated First Eagle Global Fund, which he took over from legendary value investor Jean Marie Eveillard five years ago in the midst of the financial crisis. McLennan calls the widely believed “return to normalcy” that we are experiencing a “Keynesian mirage.” Continue Reading »

CONSUELO’S IN THE GUEST CHAIR!

September 27, 2013

The syndicated radio program, “On The Money” interviewed Consuelo this week and you can hear what she said here. The host, Steve Pomeranz, asks Consuelo about the anticipated rise in interest rates, the reasons for the bond market’s strong reaction to the “taper caper” and the importance of looking at the whole macro picture before digging down to find the right company in which to invest.

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AVOID INVESTMENT LOSSES

September 27, 2013

AVOID INVESTMENT LOSSES

Avoid Investment Losses Rules:

– Buy quality companies selling at deep discounts

– Invest with shareholder friendly managers

– Keep some insurance in the form of cash and gold for portfolio protection

A BIG JOB CHANGE FOR A GREAT INVESTOR

September 20, 2013

WEALTHTRACK has identified Kathleen Gaffney as a next generation Great Investor because of her outstanding track record at the Loomis Sayles Bond Fund, alongside legendary co-manager Dan Fuss. Gaffney recently left her old firm to launch a new bond fund at Eaton Vance. I asked her to explain the biggest difference between running a huge fund and a much smaller new one.

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