Small-Cap Superstars - All Comments

Re:Our Latest Article Highlights A New 5-Star Pick!!

Filkk — Fri, 29 Aug 2008 06:25:39 GMT

Hi John

This is a great portfolio strategy - so far. I am Canadian and my results are in $C so will differ from a $US portfolio but so far I am up over 60% since inception. I have cashed in my initial UCBH investment ( still a substantial holding) and am out of ISCA (will watch and buy on positive results - I like it long term). Thinking of liquidating PNK as I think it is a similiar company to ISCA.

Thanks and keep up the great work.

Phil

Re:Re:Our Latest Article Highlights A New 5-Star Pick!!

JohnOwens — Fri, 29 Aug 2008 13:50:07 GMT

Hi Phil,

That's excellent news and hopefully we can continue this positive momentum. Of course, a lot of credit should also go to our small-cap fund managers as well as our Morningstar stock analysts.

Regards,

John

Re: Our Latest Article Highlights A New 5-Star Pick!!

Filkk — Sat, 14 Mar 2009 16:29:00 GMT

Hi John

I have seen nothing for a long time on either "ultimate stock pickers" or "small cap superstars". Is this a reflection of the markerts or am I missing something?

Thanks

Phil

Re: Our Latest Article Highlights A New 5-Star Pick!!

CathyHHunt — Fri, 05 Mar 2010 19:50:59 GMT

In the last week, I have been studying the US and Emerging Markets, I made some changes that have proven thus far to be quiet lucrative. With the dollar down, and foreign currencies up, Wall-Street jaggered, emerging markets are looking pretty good for 2010.

Morningstar ratings are pretty true to the picture, so the 4 star rate stock pics I see as good, and I am talking 100%

emerging markets, DFEMX - 0.2 cash-99.8 large domestic stock holdings DEMSX - 0.1 cash-99.7 middle domestic stock holdings DEMSX - 0.1 cash-99.8 small domestic stock holdings DISVX - 1.7 cash-98.3 small domestic stock holdings- 20/20/40/20

Doing Great

Re:A New Pick from Our Small-Cap Superstars

weiwentg — Sun, 03 Aug 2008 22:11:50 GMT

Tom Gayner, CEO of Markel, is considered to be a guru at Gurufocus. The publicly traded companies in his portfolio can be seen here:

http://www.gurufocus.com/holdings.php?GuruName=Tom+Gayner&sort=position

Looks like he's heavily into Berkshire, and also owns White Mountain Insurance.

I generally agree that Markel is a worthy addition to the Small-Cap Superstars pick list.

Re:Re:A New Pick from Our Small-Cap Superstars

JohnOwens — Mon, 04 Aug 2008 14:24:00 GMT

Tom Gayner, Markel's CEO, is also on the roster for Morningstar's Ultimate Stock Picker's Portfolio, which is managed by our equity strategist Justin Fuller. I am a huge fan of the Ultimate Stock Picker's Portfolio. In fact, it was my inspiration for Small-Cap Superstars.

If you'd like to learn more about the Ultimate Stock Picker's Portfolio, just click on the link below to see its home page, which includes all the related articles, video reports, portfolio holdings, and stocks on the watch list as well as its investment manager roster and Justin's blog.

http://news.morningstar.com/USPNet/LandingPage.aspx?authorid=596&blogid=100000160&t1=1208465836