John Neff - On Value Investing (Podcast)
Read the full article at: http://real.cfawebcasts.org/aimrdirect/Podcasts/conferences/neff_podcast.mp3
Submitted by SilverSlime on Thu, 2007-12-27 19:37.
(via real.cfawebcasts.org)
This podcast link is from CFA Institute. "On Value Investing" John B. Neff, CFA with Fred H. Speece, Jr., CFA from From the 2006 Financial Analysts Seminar.
Anyone listen to this?
Wow, I listened to it (and loved his commentary)- but wow he talks about his picks at that point (and it was in 2006) and man he must have had a baddd year this year.
He talked about owning only 8 stocks- only mentioned a few but they were Citigroup, DR Horton, YRC Worldwide (down hugeee this year)- I mean he must have had a hell of a tough year unless he sold them out before they tanked- which is entirely possible. Interesting listen though.