Wednesday, January 04, 2006

 

Marketz : Vadim's Wisdom

Vadim Zlotnikov was on CNBC earlier Tuesday morning (at about 9:40 am). I am skeptical of sell-side pundits but Vadim is one that I pay attention to, simply because I have followed his past picks and they have been prescient.

He stressed the importance of companies that had good management and exhibited what he called good relative growth. The logic was that deep value is favored at the beginning of the business cycle and growth late in the cycle. No stock picks though.

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