http://alephblog.com/2007/08/07/dealing-with-underperformance/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 03:46:25 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://alephblog.com/2007/08/07/dealing-with-underperformance/comment-page-1/#comment-2728 Josh Stern Thu, 09 Aug 2007 15:16:25 +0000 http://alephblog.com/2007/08/07/dealing-with-underperformance/#comment-2728 I've been interested in many portfolio stocks and own a few as well. SDTH and ADY are Chinese microcaps with strong growth stories that still trade at value prices. Recommend listening to conf. call for just reported SDTH earnings. I’ve been interested in many portfolio stocks and own a few as well. SDTH and ADY are Chinese microcaps with strong growth stories that still trade at value prices. Recommend listening to conf. call for just reported SDTH earnings.

]]> http://alephblog.com/2007/08/07/dealing-with-underperformance/comment-page-1/#comment-2689 dan Wed, 08 Aug 2007 16:29:29 +0000 http://alephblog.com/2007/08/07/dealing-with-underperformance/#comment-2689 Any comments on Conseco's prospects? I noticed it's not mentioned in your major exposures list, but I think I remember you recently posting that you liked the stock. Has that changed or is it a compelling value here? Thanks. Any comments on Conseco’s prospects? I noticed it’s not mentioned in your major exposures list, but I think I remember you recently posting that you liked the stock. Has that changed or is it a compelling value here? Thanks.

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