We continue to adhere to a long - term value philosophy that has enabled us to build a portfolio
of high quality names trading at discounts to our estimate of intrinsic value.
We continue to adhere to a long - term value philosophy that we believe has enabled us to build a portfolio of
high quality names trading at discounts to our estimate of intrinsic value.
The ingredients are fairly the same, keeping up the strong stance
on high quality named animal protein sources and gluten - free components.
I like to stick with
higher quality names like GILD and AMGN that do pay a dividend, but CELG and BIIB may be speculative plays I can consider if they fall severely.
I do agree with John Hempton, Jeremy Grantham and a host of others who think some of the
large high quality names are the best long - term values available today for a long - term investor, but I'm trying to expand my search.
This fund should keep you invested
in high quality names, give you a decent yield and good growth until your portfolio becomes large enough to generate enough dividends to invest in the larger funds, whose share prices range from $ 80 to $ 170.
Ideally, I invest in industries that have been smashed, but the long term fundamentals are decent; I
buy high quality names that can survive.
He sees it as
a high quality name and he wants to take a long - term view.
As we all know, the market has seen an «accelerated widening» between large caps and small caps and between low quality and
high quality names.
There are
high quality name brands like BumGenius and FuzziBunz, which do cost a bit more, and made - in - China knock - offs like Alva which are considerably cheaper.
By comparing the two heels, you'll have to make the decision if it's worth investing in
a higher quality name brand pair.
We've been selling out some of
our high quality names, you know, the Microsofts, J&J s, Pfizers and Procter & Gambles of this world.
1) Look at
higher quality names in out - of - favor industries.