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Mom and pop investors are making a comeback into the market and 12 billion dollar fund manager.
Is taking it literally he's outperforming the S&P 500 simply keep one of his investors off his back his mom.
Tim Collins mom I hope she's watching -- -- Yeah Tim is -- -- accident camera -- he's a portfolio manager he joins me now to share some fundamentals on how to make all the moms and pops up they're happy and making the -- what is the key right now because.
I look at this and -- say mom and pop equals retail retail investor.
Is that slower money and the Smart money will then reversed course and say oh everybody's coming in were done.
Don't know but -- I've.
Point two when people point to -- -- -- and -- it went to this in 19811982.
Similar pattern 1213 years of going nowhere.
And if you jumped off an 8182 preseason pinned down finally made.
Record highs he would in this.
The start of the greatest secular bull market in the world work to post were two periods and I think that's what is about to happen but when people folks -- -- -- price.
They're doing themselves a disservice folks on the fundamentals you are doing here.
Customers including your mother it's a good service you were beating the S&P 500 beating some of the other benchmarks.
Obviously your fund is in small and mid caps but right now -- up more than thirteen close to 14%.
What is the best.
Move you made to get that.
Number to where it is him.
I think the best thing we did and -- at -- companies and what we could invest in was folks on the consumer and the financial services names because this -- consumer comes back housing comes back.
Credit comes back the banks come back and orient in both guest and -- small -- -- in the -- and Cameron diversified equity fund.
To financial services answer consumer discretionary names has.
Paid pretty significant dividends so you're not worried about multiple -- as we've seen recently no because again you don't look at the stock market in the vacuum you don't look at the index in the back and it's not a stock market.
It's a market stocks you recommend investing specifically let's get to these detail here in the US company yet what else do you look for once you've decided to look at US company.
We look at three things the core business.
The management team who's driving the bus and then the financials they're obviously have a negative thoughts on the ground it depends in a post this is going back a little bit -- that you could impose reg FD sarbanes -- world most of what you need is out there have to -- -- -- -- -- management has done.
As oppose what management is telling you they're going.
To do so we'll talk management teams if we need to.
But it's not necessarily a requirement.
There you go here's the list everybody look at this very closely and as you figure out -- that you've got these three characteristics and a couple of other things and some of the names here -- specific names.
Everybody ready and by the way it -- -- have had a pencil we will put these on the FaceBook page -- FaceBook dot com slash was claimant.
Glacier bank quartet also up 24% purity of the -- a household name obviously small bank accounts -- -- -- Very very well capitalized shark tanks CEOs run the company for long -- -- coming back loan book is coming back.
Agricultural economy is strong and they're also benefiting from some of the unconventional exploration and production work in the market OK it's got a 3% dividend I get that one this that's what I'm a little more computer like Greenhill & Co.
yet because it's got a large short position of about 14%.
-- being short it okay.
And it's a name that's very much levered emanating activity -- about Bob -- best in class advisory boutique Yemeni cycle has been nowhere for years it's finally perking up -- -- guys profound it was Buffett.
Three G and -- As activity comes back revenues come back the operating leverage in this business is phenomenal -- steals pick up and they are picking up.
AIG how controversial name but certainly in a positive way over the past year up 29% -- -- -- -- I think so it trades at a school significant discount to book when you look at the -- the problem -- must say has orchestrated.
Phenomenal and pricing has been pretty firm in the PC market -- and finally how could you ignore the housing market if you don't because enter in told reporters yet currently well capitalized company.
The great thing about told now with housing really moving in the right direction -- -- owned thousands and thousands of watts you want land -- builders because they've got land to build on.
As prices go up you don't want land late builders in poll has a phenomenal land position.
Tim Holland is making his mother happy she's she's a customer -- the clock and so I hate you got to figure -- wanna hear from her at about ways though.
It's doing pretty well beating the benchmarks still to the end of this view is Jim Holland asked -- -- fund's portfolio manager closing.
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