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Value Shop Sequoia Fund Reports Q1 Portfolio & couple of reads

edited May 2011 in Fund Discussions
sorry if any of these are reposts

http://www.gurufocus.com/news/134012/value-shop-sequoia-fund-reports-q1-portfolio

midcaps - the market's sweet spot
http://money.cnn.com/2011/05/20/markets/midcap_stocks_outperform/?section=money_latest

going w/ global pays
http://www.montrealgazette.com/business/Going+global+pays/4813622/story.html

what happen to hype about platinum
http://www.taipanpublishinggroup.com/tpg/smart-investing-daily/smart-investing-052011.html

blue chips or big us gov, who's better bet
http://www.smartmoney.com/invest/stocks/blue-chips-or-big-government-whos-a-better-bet-1305820108502/?zone=intromessage

Fix your money mistakes: Market timing
http://money.cnn.com/2011/05/19/retirement/mistake-market-timing.moneymag/?section=money_latest

3 reasons oil will trade above 100
http://www.cnbc.com/id/43076500

Cash outflows from muni bond funds halt as market rallies
http://latimesblogs.latimes.com/money_co/2011/05/muni-bonds-mutual-fund-flows-positive-meredith-whitney-defaults-state-local.html

let winners run
http://www.123jump.com/mutual-fund/Villere-Balanced-Fund/714/

liquid concerns for hot floating rate funds
http://www.marketwatch.com/story/liquidity-concern-for-hot-floating-rate-funds-2011-05-20-151290

investors now pick twice as many fund retirement
http://www.advisorone.com/article/investors-now-pick-twice-many-funds-retirement-millionaire-corner

investors flee EM funds
http://blogs.wsj.com/marketbeat/2011/05/20/fund-investors-flee-emerging-market-stocks/?mod=google_news_blog

going w/ your gut can gut your portfolio
http://www.investmentnews.com/article/20110520/FREE/110529991

ot - subordinated bonds
http://www.ccmfit.com/wp-content/uploads/2011/05/Subordinated-Bonds-Useful-Biases-051811.pdf

actively managed ETFs
http://registeredrep.com/investing/etfs/actively_managed_etfs_niche_market_0519/

fund spotlight - tocqueville gold mf
http://www.investorplace.com/41907/tocqueville-gold-fund-mutual-funds/

notes from long leaf partners meeting
http://www.fool.com/investing/mutual-funds/2011/05/18/notes-from-longleaf-partners-annual-meeting.aspx

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