Search Results for 'Steven Romick'


October 19, 2012


  • 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

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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.  

David Winters:The Optimist Portfolio Manager

October 5, 2012

Central bankers are clearly worried about global growth. From the U.S., to Europe, to Asia, we have seen unprecedented levels of easing in recent weeks. By independent research firm ISI Group’s count, there have been more than 250 stimulative policy initiatives announced over the past 13 months. The firm also points out that we are less than 100 days from the famous fiscal cliff in the U.S., when numerous Bush era tax cuts expire and automatic spending cuts take effect if Congress and the White House can’t reach a budget compromise. If they don’t, estimates are that GDP growth could be reduced by as much as 3.5%, sending the economy into recession. Continue Reading »

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