Value Shop Sequoia Fund Reports Q1 Portfolio & couple of reads

johnN

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

johnN

TCW Mutual Fund Complex Tops $30 Billion in Assets, Tripling in Size Since 2009
http://pr-usa.net/index.php?option=com_content&task=view&id=735199&Itemid=30

johnN

Investor Alert - Asian Tiger Sinks Teeth Into Gold

http://www.usfunds.com/investor-resources/investor-alert/

have your portfolio recovery yet
http://assetbuilder.com/blogs/scott_burns/archive/2011/05/13/has-your-portfolio-recovered-yet.aspx

johnN

http://online.wsj.com/article/SB10001424052748704281504576329791701338436.html
5 reasons to rethink the muni rally

Commodities' 'free lunch' ends, but that's no reason to pani
http://www.star-telegram.com/2011/05/20/3092354/commodities-free-lunch-ends-but.html

heartland value fund commentary
http://www.ticker.com/?page=mutual_funds&fundname=Heartland-Value-Fund&id=713

Dividend Stocks' Asian Flavor
http://www.businessweek.com/investor/content/may2011/pi20110513_269017.htm

johnN

http://www.kiplinger.com/columns/fundwatch/archive/kiplinger-25-vanguard-dividend-growth-in-search-of-new-income.html
vanguard dividend growth commentary - in search of new income

best etf for the buck
http://blogs.forbes.com/etfchannel/2011/05/13/best-exchange-traded-fund-buys-for-the-buck/

http://www.etftrends.com/2011/05/tips-etfs-look-for-direction-on-inflation-treasury-yields/

johnN

http://finance.yahoo.com/blogs/breakout/stocks-face-short-term-risks-decent-2nd-half-165753253.html
stocks face short term risks [before] decend 2nd half

[Deleted User]

John, thanks for the links but you've replied to your own post 6 times now. Are you going to find every possible fiancial link there is and keep posting them under the Sequoia 1st qtr report?

Investor

John, I think it would be better if you could start a new thread every day...