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Stock Ideas for Deficit Optimists

Posted: Thu Jul 28, 2011 5:29 pm
by LifestyleFreedom
This video has nothing to do with the Permanent Portfolio style of investing, but Michael Cuggino, portfolio manager of the 5-star rated Permanent Portfolio Fund (PRPFX), gives his stock picks and the reasons for them:

http://finance.yahoo.com/blogs/breakout ... 30393.html

Re: Stock Ideas for Deficit Optimists

Posted: Thu Jul 28, 2011 6:20 pm
by MediumTex
Cuggino is a master at using many words to say very little.

Re: Stock Ideas for Deficit Optimists

Posted: Fri Jul 29, 2011 12:10 am
by Reub
Don't knock my PRPFX manager.

Re: Stock Ideas for Deficit Optimists

Posted: Fri Jul 29, 2011 9:44 am
by MediumTex
Reub wrote: Don't knock my PRPFX manager.
He's my PRPFX manager too. 

Talking in circles is a skill all fund managers should have.