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In this uncertain market, portfolio balance is key
The broad market is facing some serious headwinds.
Manager Commentary Dan Plettner on 21 May 2012
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The closed-end fund that could see a catalyst this week
A potential catalyst could come as early as this week for Boulder Funds, a closed-end fund held by Covestor manager Dan Plettner.
Smarter Investing Michael Tarsala on 26 Mar 2012
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These Closed-End Funds Should Ride Out Market Ripples
As February gives way to March, I continue to feel very positive about the broad market’s prospects.
Manager Commentary Dan Plettner on 7 Mar 2012
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Well-priced stocks will ride out these market swings
The question to ask, I think, is “If I were a ground squirrel just awakened from hibernation, would I like valuations today?”
Manager Commentary Dan Plettner on 21 Feb 2012
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Stocks will likely crush Treasuries over the next 10 years
Historically, excessive greed sets the stage for losses, and excessive fear sets the stage for outsized gains. And the fear is here.
Manager Commentary Dan Plettner on 10 Jan 2012
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Ignoring conventional wisdom and embracing volatility
Trying to trade in and out of the broad market is not something I seek to do. I’ll leave that for folks who think they are smarter than the market.
Manager Commentary Dan Plettner on 7 Dec 2011
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Pain is no excuse to abandon discipline
Being greedy when others are fearful may be wise, but it doesn’t come easy. It is not human nature.
Manager Commentary Dan Plettner on 11 Oct 2011
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Why I shorted Liberty All-Star Growth Fund (ASG)
A case study in security selection.
Manager Commentary Dan Plettner on 19 Sep 2011
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The Greater China Fund doubles its tender offer; holding in 3 Dan Plettner portfolios
Plettner's Well-Intentioned Activism, Long/Short Opportunistic and Core portfolios hold this closed-end fund.
Positions Mick Weinstein on 7 Sep 2011
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Jeffrey Saut likes these Covestor model holdings (WMB, LINE)
Jeffrey Saut is a Managing Director at Raymond James & Associates. His regular market commentary and research is well-regarded and eagerly anticipated. On May 23, he released a new Investment Strategy bulletin, highlighting some of his favorite investments, including Williams Company (NYSE: WMB) and Linn Energy (NASDAQ: LINE): To begin, even though I continue to ... read more
Positions Frank on 26 May 2011
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