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Author: mrparrotfez Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75807  
Subject: Re: Please Comment On Strategy Date: 2/27/2008 11:44 AM
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Seems like a reasonable strategy. Comments on specifics:

WWNPX: am long and will likely add more. Good fund.

UMBIX: am long and will almost certainly dump it. They're moving over to a subsidiary of Banco de America; in fact, the shareholder vote is going on as we speak. I voted no, but it's not going to help.

VFINX: am long and keeping it, solid anchor.

HFTFX: am long and have mixed emotions, probably won't add more but no plans to sell.

VIMSX: am long but with a small position. May expand it to match my VFINX position.

You might look at DODGX and DODFX for domestic and international respectively. I have a lot of respect for FAIRX; it's managed by a Buffett disciple and holds a lot of BRK.A and BRK.B. Another that might fit your style, which is kind of similar to mine, is TOCQX. I'm long all those funds (but not yet BRK.x). You might also consider RIMEX and RIMMX, which I lean toward (and own) partly because I'm well acquainted with the senior managers and I have a lot of confidence in them. RIMSX is currently closed (I got in twelve years ago, happily) but should it reopen, it's better in my view than either of the other two.

A lot of my picks are specific internationals, which I didn't suggest because your international focus seems generalist. Which is fine, and may be a great approach. For international specifics, I tend to go with Matthews' Asian funds and TRP and Fidelity region-specific funds. I use kind of a unique analysis style but one that has been very successful for me, so if you want to know more check the box that says to email this reply to the author and we can chat about it there. With the lack of direct quoting and a small message window to type in, it's just too cumbersome on here.
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