tag:blogger.com,1999:blog-28360876.post7677183874731437105..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Most Recent TrancheMarsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-28360876.post-24173263219284254772008-11-30T21:45:00.000-05:002008-11-30T21:45:00.000-05:00Hey Marsh,I really enjoy your blog...through my re...Hey Marsh,<BR/><BR/>I really enjoy your blog...through my research with MFI your site was mentioned. I visit it weekly!! You commented that you just "stocked" up on Fortescue???... it's hard to find information about it.. why did it take a huge drop in 2008... at one point Jubak's target for it was $60but it's no where near that now. Could you share some of your wealth of information??? Thanks!StanManhttps://www.blogger.com/profile/14499503001662672830noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-10035684079645599612008-11-30T19:15:00.000-05:002008-11-30T19:15:00.000-05:00I haven't done better because I suppose I have pic...I haven't done better because I suppose I have picked some bad stocks. I have also picked more smaller cap stocks during a stretch when smaller cap stocks got crushed well before larger cap stocks (July-Dec 2007).<BR/><BR/>Regarding, the author skewing the results to sell more books, that seems extremely unlikely. Greenblatt is quite wealthy and doesn't really need book sales to pad his account.<BR/><BR/>I think the past year has been a once in 50 years stretch for the financial markets and all fundamentals are essentially thrown out the window. Arguably, the markets will eventually rebound and this may be a once a lifetime investment opportunity. I have stopped bemoaning the drops in my portfolio values and will patiently await the recovery.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-59384473630677689522008-11-30T18:27:00.000-05:002008-11-30T18:27:00.000-05:00In reading your previous year-end posts it seems y...In reading your previous year-end posts it seems you've been at it for almost 3 years. I noticed that your return has been close to the major indexes, which as you stated isn't bad. I'm just curious as to why you haven't done better? In reading the book it seemed like they consistently and dramatically beat the market. Any ideas? Did they skew the result to sell more books?The Sagehttps://www.blogger.com/profile/11401346815623026047noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-61800056829037827102008-11-30T16:46:00.000-05:002008-11-30T16:46:00.000-05:00How long have you been using the magic formula? Wh...How long have you been using the magic formula? When you run it are you randomly selecting from the top 25, 50, or 100? Thanks!The Sagehttps://www.blogger.com/profile/11401346815623026047noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-1968460471431138382008-11-28T19:28:00.000-05:002008-11-28T19:28:00.000-05:00My picks for my mechanical portfolio do not use re...My picks for my mechanical portfolio do not use research. My personal picks use research... but to be honest it deosn't seem to helpMarsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-66091410700446608482008-11-28T14:02:00.000-05:002008-11-28T14:02:00.000-05:00I didn't see IBAS on the top 100 list. Did you cho...I didn't see IBAS on the top 100 list. Did you choose the stocks randomly or did you do some additional research?The Sagehttps://www.blogger.com/profile/11401346815623026047noreply@blogger.com