Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
FYI: For Stephen Yacktman, chief investment officer and portfolio manager at Yacktman Asset Management, the decision about which stocks to invest in, or whether to invest in stocks at all, rests largely on price. If he likes a company and its stock fits his valuation and quality parameters, it may be a good candidate for purchase. But if stock prices are exceeding his comfort zone, he is fine with sitting things out. Regards, Ted https://www.fa-mag.com/news/a-time-for-caution-36897.html?print
