25 Jan '14, 1pm

Charles Dreifus Interview

Interesting interview of an exceptional small cap house going large cap 03:25: The premise for large caps to do well: reversion to the mean 09:00: His evaluation of large cap and small caps are the same: value 10:00: Why he was very bullish on stocks on Jan 2013 for a very very cautious person 15:40: Where he is finding value now, areas that are unpopular. One of them American retailing !7:00: Nordstrom 20:50: How important are dividends in his process, the Dividend Aristocrats 22:05: One investment in all portfolio: S&P Dividend ETF (SDY) & Vanguard Dividend Appreciation Index ETF (VIG) The post Charles Dreifus Interview appeared first on Investment Moats – Stock Market Investing . Related posts: Charles Gave: Oil to fall over the next several years. Dr. Doom Speaks – An Interview with Mark Faber George Soros Interview for his new book: The New Paradigm for Financial Mark...

Full article: http://thefinance.sg/2014/01/25/charles-dreifus-interview/

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