Kein Spam?

SPAM: Alf09B - Ask Your Investing Questions To Third Avenue's Chip Rewey

Absender: GuruFocus <0000014e03a61699-176f6ba7-5660-4453-a836-3431***************@*> Gesendet am: 18.06.2015 00:31:35 Betreff: Alf09B - Ask Your Investing Questions To Third Avenue's Chip Rewey Anzahl: 21

Nachricht (Plain Version)

You received this email because you are subscriber of To ensure delivery, please add into your email address book or the list of approved addresses.
Dear Alf09B,
As part of our ongoing effort to get our subscribers ask their questions to professional value investors, we have Robert “Chip” Rewey, the lead portfolio manager of the famed value shop Third Avenue, to answer your investment questions this week. Please post your questions in the comment area of this article:
Ask Your Investing Questions To Third Avenue's Chip Rewey
As of the first quarter, the top five holdings in the Value Fund are Cavco Industries (CVCO), Bank of New York Mellon (BN), Comerica (CMA), Weyerhaeuser (WY), and CK Hutchinson Holdings (HKSE:00001). The majority of assets are held in the oil and gas sector at 11.1%, followed by 11% in diversified holding companies, and 7.3% each in automotive and insurance.
In the meantime, we are still taking questions for Jeff Auxier of Auxier Asset Management:
Ask Your Investment Questions To Jeff Auxier Of Auxier Asset Management
Auxier currently has 133 positions in his portfolio, valued at $237 million and has a 1% quarter over quarter turnover. His top holdings are Kroger, UnitedHealth Group Inc, Philip Morris International Inc.
GuruFocus also recently conducted an interview with renowed value investor Bill Nygren. Bill Nygren has been managing the Oakmark Select Fund since 1996 and Oakmark Fund since 2000. The complete transcript is now in PDF format and this is our June issue of 20 Questions with Gurus newsletter.
This newsletter is completely Free, and feel free to forward it to your friends.
Download the Q&A with Bill Nygren here FREE
GuruFocus Premium members had the opportunities to submit questions to Bill Nygren. If you are not a Premium Member, please sign up by April 20 for this interview. You can take a free trial here.
Also read these:
Hiding From The Stock Price
How Warren Buffett Interprets Financial Statements - Part 2
Charlie Munger's Cancer Surgery Formula
Read, And Then Read Some More
To learn more about GuruFocus strategies, please go to:
Premium PLUS (P+) Membership Announcement
Membership Data Coverage
How to use GuruFocus - Tutorials
What Is in the GuruFocus Premium Membership?
Copyright 2004-2009, LLC. All rights reserved.


Return-Path: 0000014e03a61699-176f6ba7-5660-4453-a836-3431***************@*
X-Original-To: vernitamel****@*
Received: from ( [])
by (Postfix) with ESMTPS id 3mBh2b16rrz1xtD
for vernitamel****@*; Thu, 18 Jun 2015 00:31:35 +0200 (CEST)
DKIM-Signature: v=1; a=rsa-sha256; q=dns/txt; c=relaxed/simple;
s=ug7nbtf4gccmlpwj322ax3p6ow6yfsug;; t=1434580293;
From: GuruFocus gurufo***@*
Reply-To: suppo**@*
To: vernitamel****@*
Subject: Alf09B - Ask Your Investing Questions To Third Avenue's Chip Rewey
MIME-Version: 1.0
Content-Type: multipart/alternative;
Date: Wed, 17 Jun 2015 22:31:33 +0000
Message-ID: 0000014e03a61699-176f6ba7-5660-4453-a836-3431***************@*