Topic Archives: Fidelity

May 22, 2017 / Travis Johnson, Stock Gumshoe

Explaining “26(f) Programs” and the “Retirement Blackout” on April 10 teased by Keith Fitz-Gerald

This article was originally published on January 18, 2017. It has NOT been updated or revised since that date, the new versions of the ad we’re now seeing have dropped the “Retirement Blackout” pitch about April 10, since that fiduciary rule change was delayed in Washington, but otherwise the “26(f)” pitch appears unchanged. This ad […]

September 16, 2013 / Travis Johnson, Stock Gumshoe

VIC — John Mirshekari

John Mirshekari is a fund manager at Fidelity, specializing in industrial stocks, and he’s talking about capital allocation and incentives. He started by talking about a mistake — Pinnacle Airlines, which was written up as a value stock dozens of times … the CEO had little incentive to help investors. He thinks that capital allocation […]

Comments

hendrixnuzzles on written by reader

GOLD, SILVER, COPPER, AND HARD ASSETS…2019 / Feb 3, 12:28pm

From Bill Bonner's letter Why China Is Buying Gold Miners… And Why You Should Too Editor's Note: On Thursday, g...

Head Hog on written by reader

1-1-8 tech / Jan 20, 9:34pm

Re 1-1-8 pitch wherein Dave Forest makes ref to "RF" (Robert Friedland), <$2.00 stock, etc. A year or so past I reca...

Head Hog on written by reader

1-1-8 tech / Jan 20, 9:26pm

Re 1-1-8 pitch wherein Dave Forest gives ref to "RF" (Robert Friedland), <2.00/sh, large shareholder, etc. Is he ref...

djkaushik on What the heck is “Brandt Oil?” / Nov 17, 10:33am

Did you to listen to the latest report from Dave Forest (Casey Research) on 11/7/2018? He mentioned 2 stocks to buy befo...

denton on written by reader

Gold, Silver, Copper, and Hard Assets…Fall 2017 / Oct 26, 9:42am

Platinum metals group comples and South African commentary courtesy Dave Forest. Very notable price action across the...

denton on written by reader

Gold, Silver, Copper, and Hard Assets…Fall 2017 / Oct 19, 9:54am

South African mining information from Pierce Points, Dave Forest. South Africa's Chamber of Mines made a surprise mov...

denton on written by reader

Gold, Silver, Copper, and Hard Assets…Fall 2017 / Oct 10, 9:45am

DRC news courtesy Dave Forest (dforest@piercepoints.com) As I've been discussing for several months, governments in m...

Richard Del Pizzo on Revealing “The Top 10 Stocks For 2015” from Street Authority / Feb 27, 2:19pm

Dave Forest recommended Abertis Infraestructures (Otc::a try) and said he would consider adding to his portfolio but was...