Important Disclaimer: The editor of this journal and manager of this model portfolio is not as an employee of Marketocracy or any of its affiliates but is an independent investment researcher acting solely as an independent contractor. Marketocracy expressly disclaims any control over (i) the editor's statements and opinions on this Site or elsewhere and the content thereof, and (ii) the editor's activities and the activities of other investors influenced by the editor, including securities trading activities, for which the editor and such other investors are solely responsible. Before relying on the editor's opinions, always assume that the editor and other investors influenced by the editor have material financial interests in these stocks and hold or trade them contrary to those opinions. Continue reading for more detailed important disclosures, disclaimers and material conflicts of interest.
Randolph McDuff - RMG1
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Recent Journal Posts
- Adding shares of Companhia Brasileira de Distribuicao (CBD, NYSE- $41.73)
- Basel III - Has the global equity inflection point been reached?
- Mastercard (nyse: MA, $223.09). Priced by Fear, Rather Than Success
- Brazil's #2 and #1 Appliance and Electronics Retailers Merge: Transformative for Compania Brasiliera De Distribuciao (CBD-NYSE, $72.15)
- BOYD GAMING: Betting on a Cyclical Recovery
- The Global Recession Myth and an Outlook for Brazilian Equities
- A Eureka Moment For Kansas City Southern (KSU)
- European Large Pharma: Clearly Differentiated from US Counterparts
- Guangshen Railroad (nyse: GSH): Traffic Patterns Normalized
- Novo-Nordisk (nyse: NVO): A Category Killer Next Generation Insulin
November 29, 2008
A Conversation with Randolph McDuff on November 28, 2008
Ken Kam's Conversation with Randolph McDuff
"I am going to be going on record today and I'm going to be saying that it is time to buy global markets on a wholesale basis. And we're going to talk about why that is, how that thought process is arrived at, and the implications going forward.
This is the best buying opportunity of my personal and formally professional investment career. I consider this to be the best buying opportunity that I have ever seen in my lifetime.
What I'm going to talk about today is sort of a multi-point approach. We're going to talk about what has transpired in the last five years to bring us to where we are today in the global economic cycle. We're going to look at the pressure points that have impacted the U.S. consumer. We're going to talk about what has changed in the last six months. Then the conclusions are going to seem actually fairly straightforward."
~ Randolph McDuff
Please be aware that Mr. McDuff’s Marketocracy.com model portfolios are used to manage client accounts advised by a Marketocracy affiliate. Before relying on his opinions, always assume that he, Marketocracy, it’s affiliates, and clients have material financial interest in these stocks and may hold or trade them contrary to the opinions expressed here. To read the full disclaimer and disclosure of all potential conflicts of interests go to: http://m100.marketocracy.com/disclaimer
September 4, 2008
A Conversation with Randolph McDuff on August 26, 2008
Ken Kam's Conversation with Randolph McDuff
- Entire conversation (~60 minutes)
- 01-Introduction
- 02-Content
- 03-International
- 04-Market Outlook
- 05-Credit Crisis
- 06-Election Impact
- 07-Mastercard (MA)
- 08-Novo Nordisk A/S (NVO)
- 09-American Pacific Corp (APFC)
- 10-Arabian American Development Co (ARSD)
Please be aware that Mr. McDuff’s Marketocracy.com model portfolios are used to manage client accounts advised by a Marketocracy affiliate. Before relying on his opinions, always assume that he, Marketocracy, it’s affiliates, and clients have material financial interest in these stocks and may hold or trade them contrary to the opinions expressed here. To read the full disclaimer and disclosure of all potential conflicts of interests go to: http://m100.marketocracy.com/disclaimer
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