y***r
发帖数: 16594 | 1 我相信，你比他做的好多了。哈哈
Value investor Bill Miller told CNBC on Wednesday he lost 20 percent in a
month, but he thinks it's a good time to buy.
Amazon lost 18 percent in the past month and the stock is a 10 percent
holding for Miller, founder, chairman, and CIO of Baltimore-based LMM. But
he said it's not only Amazon. "Everything is going down."
"It took Bill Ackman and David Einhorn a year to lose 20 percent. I lost it
in a month. My fund is down 20 percent in the month," Miller said on "Squawk
Box," referring to the respective heads of the Pershing Square and
Greenlight Capital hedge funds.
Miller, who has a strong track record, said he's been fully invested, no
cash, since the 2008 financial crisis, and he's still bullish. "Lower prices
mean higher future rates of return."
"The S&P [500] yields about 2.3 [percent] and dividends grew last year 9
percent," he said. "It's sort of hard to see why anyone would own a 10-year
Treasury when they could own the broad market at a higher current yield."
LMM, a partially owned subsidiary of Legg Mason, has $2.1 billion of asset
under management. Miller is also portfolio manager of the Legg Mason
Opportunity Trust fund.
With depressed oil prices and a slowdown in China's economy, stocks logged
their worst January since 2009. February has also gotten off to a volatile
start — raising questions about whether the U.S. economy may go into
recession.
"People think the market has some special ability to see the future. [But]
the market is just people just like you and me buying and selling," said
Miller. "There's disconnect between what's actually going on [economically]
and what the markets are reacting to." | s*********4
发帖数: 468 | 2 但是人家赚了6，7年了。。。
it
Squawk
【在 y***r 的大作中提到】
: 我相信，你比他做的好多了。哈哈
: Value investor Bill Miller told CNBC on Wednesday he lost 20 percent in a
: month, but he thinks it's a good time to buy.
: Amazon lost 18 percent in the past month and the stock is a 10 percent
: holding for Miller, founder, chairman, and CIO of Baltimore-based LMM. But
: he said it's not only Amazon. "Everything is going down."
: "It took Bill Ackman and David Einhorn a year to lose 20 percent. I lost it
: in a month. My fund is down 20 percent in the month," Miller said on "Squawk
: Box," referring to the respective heads of the Pershing Square and
: Greenlight Capital hedge funds.
| y***r
发帖数: 16594 | 3 赚个毛。
他就是接盘侠。
【在 s*********4 的大作中提到】
: 但是人家赚了6，7年了。。。
:
: it
: Squawk
| s******1
发帖数: 4987 | 4 如果大机构都全仓了，那股市有些危险了，因为没多少资金接盘了，从一月这波下跌看
得出来，如果这波真是沙特等外国主权财富基金减仓的话，这个规模的sell off就导致
这么大波动，那么等街上大机构开始卸货可能要跌的更狠了 | j**********r
发帖数: 3798 | | F****s
发帖数: 3761 | 6 yyber上个月发帖说的涨到信仰都变了，就是指这个意思么？ | y***r
发帖数: 16594 | 7 这个接盘侠，2月会不会再来一个20%呀。
老糊涂一个。。。。
it
Squawk
【在 y***r 的大作中提到】
: 我相信，你比他做的好多了。哈哈
: Value investor Bill Miller told CNBC on Wednesday he lost 20 percent in a
: month, but he thinks it's a good time to buy.
: Amazon lost 18 percent in the past month and the stock is a 10 percent
: holding for Miller, founder, chairman, and CIO of Baltimore-based LMM. But
: he said it's not only Amazon. "Everything is going down."
: "It took Bill Ackman and David Einhorn a year to lose 20 percent. I lost it
: in a month. My fund is down 20 percent in the month," Miller said on "Squawk
: Box," referring to the respective heads of the Pershing Square and
: Greenlight Capital hedge funds.
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