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TheCapatilist

4,458 Posts.

112

13/05/17

12:52

Post #: 24668118
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Originally posted by WangChung ↑

PM Capital doesn't report a 'top 10 holdings' each month anymore (replaced with a stock they hold in each sector / theme they are invested in).

But having a look at the March quarterly SEC filings, they have been seriously trimming the majority of their US holdings (typically, by 20 tp 40 percent).

That's a pretty massive 'take profits'.

They have been talking up Spain and Ireland a lot recently, so I wouldn't be surprised if they have increased their exposure to Europe.

All sounds pretty smart to me.

http://www.google.com.au/url?sa=t&source=web&cd=8&ved=0ahUKEwjtpvzI9urTAhUGmJQKHWpfD1oQFggwMAc&url=http://www.northweststar.com.au/story/4623757/what-fund-managers-are-buying-in-europe/&usg=AFQjCNGNN1SyTRoNzLrKT93bOJHmixLbbQ

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WangChung,

I'm hearing you on PM Capital, I have been singing their praises for sometime now. I bought loads last year all the way down to 85 cents and I think PM Capital will flourish over the next five or so years.

To quote another poster from another stock: Exciting time to be an early investor in PM Capital!

Thanks for the link too WangChung!
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