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Signs of progress in January
Macro-economic events currently drive micro-economic investment portfolios. Today the focus is on Europe. Tomorrow it may be China, Japan or the U.S.
Manager Commentary Chris Rees on 13 Feb 2012
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These 4 stocks I own could make big upward moves in 2012
A Q&A with Chris Rees of Ten Stocks about his strategy going into 2012.
Manager Spotlight Chris Rees on 26 Jan 2012
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Committed bulls: Comfortably dumb?
Here's how we're hedging for downside protection in this market.
Manager Commentary Chris Rees on 7 Dec 2011
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Hutchinson Technology is in trouble, but trades well below book value
The runway for a successful HTCH recovery is now significantly shorter due to the Thai flood disaster.
Manager Commentary Chris Rees on 14 Nov 2011
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Our portfolio got Buffetted
In September we found ourselves in a veritable meteorite storm of falling prices and bad news.
Manager Commentary Chris Rees on 6 Oct 2011
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August presented the opportunity we were waiting for - here's what we bought
For the first time, the full intended composition and shape of the portfolio can now be seen.
Manager Commentary Chris Rees on 9 Sep 2011
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Chris Rees September Monthly Investment Report (BAC, IMOS)
The S&P 500 has fallen approximately 13% between August 27, 2010 and its recent April 23, 2010 high and being 90% cash during this period was not a bad place to be. The lower market in August allowed us to put a bit more money to work. We added Chipmos Technologies (IMOS) and Bank of America (BAC). We believe both will contribute to long term future performance.
Manager Commentary Chris Rees on 8 Sep 2010
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