David Kathman
David Kathman
afraid beaten certain common definitely fairly goes industries might people strength worked
Weber goes off the beaten path. He practically scoffs at a lot of common valuation metrics and he isn't afraid to get heavily into certain industries that might make other people nervous. He definitely has the strength of his convictions, and for the most part it's worked out fairly well.
add buy continue dependent energy excited fund good growth people performance recent record yield
It's a pretty good fund, but don't get too excited about its recent record because it was dependent on energy stocks, and that performance may not continue forever. You don't necessarily need a utilities fund in your portfolio, but people buy them for yield and to add diversification if they already have growth funds.
bubble expecting huge internet names pop sure tech
I was pretty sure Kraft would go up but we were not expecting a huge pop like the tech names during the Internet bubble heyday.
good hold involved job litigation morris philip running tobacco
Philip Morris has done a good job running Kraft but they are still so involved that tobacco litigation is going to hold Kraft back a little bit.