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Has there been anything new with Fannie/Freddie since that tanked a month or so ago?
As for Sears, I hate (or don't understand), the real estate thesis. To me, real estate (especially near malls) is becoming less valuable.
Thanks. I wish I knew how much over $1MM Leverenz has in the fund. $1MM isn't a ton of money for him probably. :)
I wonder why Oppenheimer isn't promoting this fund more? Leverenz was in Barron's this weekend and this new fund wasn't even mentioned!
Reply to @AndyJ: Why do yall say that WESNX looks much more volatile than SFGIX? It has more holdings, and so far, doesn't seem much more volatile in its performance.
