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<title><![CDATA[Third Avenue Small-Cap Value]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/forumview?bn=34539</link>
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<lastBuildDate>Thu, 04 Jun 2009 22:18:36 GMT</lastBuildDate>
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<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/forumview?bn=34539</link>
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<title><![CDATA[Outperforming nicely]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=26&amp;mid=26&amp;tof=1&amp;off=1</link>
<description><![CDATA[Glad I doubled down in the darkest hours.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 04 Jun 2009 22:18:36 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Nothing is doing well]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=25&amp;mid=25&amp;tof=2&amp;off=1</link>
<description><![CDATA[This market sucks.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Fri, 21 Nov 2008 18:43:15 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Re: Fund is doing well]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=20&amp;mid=24&amp;tof=3&amp;off=1</link>
<description><![CDATA[You are going to wait for a long time until financials recover. Sounds like you are really stuck.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 09 Oct 2008 13:54:52 GMT</pubDate>
<author><![CDATA[bfire15]]></author>
</item><item>
<title><![CDATA[Re: Fund is doing well]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=20&amp;mid=23&amp;tof=4&amp;off=1</link>
<description><![CDATA[yua r nuts]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Tue, 09 Sep 2008 22:28:56 GMT</pubDate>
<author><![CDATA[jnwcarr]]></author>
</item><item>
<title><![CDATA[Re: Fund is doing well]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=20&amp;mid=22&amp;tof=5&amp;off=1</link>
<description><![CDATA[Still doing well]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Fri, 29 Aug 2008 21:55:15 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[What is the impact of the delay in SPJSF increasing stake in Sapporo?]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=21&amp;mid=21&amp;tof=6&amp;off=1</link>
<description><![CDATA[What impact will the delays in SPJSF increasing its stake in Sapporo have regarding the value of this asset?]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Mon, 19 May 2008 15:21:08 GMT</pubDate>
<author><![CDATA[maxsld]]></author>
</item><item>
<title><![CDATA[Fund is doing well]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=20&amp;mid=20&amp;tof=7&amp;off=1</link>
<description><![CDATA[Wait for financials to recover and we'll have a great year.]]></description>
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<ymb:replies><![CDATA[3]]></ymb:replies>
<pubDate>Thu, 09 Oct 2008 13:54:52 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
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<title><![CDATA[Re: time to get out]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=8&amp;mid=19&amp;tof=8&amp;off=1</link>
<description><![CDATA[The time to get out was last summer.   Now (after the Fed has finished their rate cuts) is time to get in.   Look at what has happened to small cap value stocks in the three year periods FOLLOWING periods of large successive Fed rate cuts.   Boom!]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Wed, 30 Apr 2008 23:46:49 GMT</pubDate>
<author><![CDATA[rfarrell7]]></author>
</item><item>
<title><![CDATA[Re: Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=18&amp;tof=9&amp;off=1</link>
<description><![CDATA[This fund closed to new investors. I guess you already new that.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sat, 05 Apr 2008 01:45:38 GMT</pubDate>
<author><![CDATA[staggelee]]></author>
</item><item>
<title><![CDATA[Re: Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=17&amp;tof=10&amp;off=1</link>
<description><![CDATA[I wouldn't bail.   Nat gas and financials are starting to make a bottom and in some cases (NG) were moving up fast.   Read the newsletter.   They are making some bold calls.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Tue, 01 Apr 2008 22:33:30 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Re: Starting to look like 02-03]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=14&amp;mid=16&amp;tof=11&amp;off=1</link>
<description><![CDATA[Yeah...I'm digging it.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Mon, 31 Mar 2008 02:11:11 GMT</pubDate>
<author><![CDATA[staggelee]]></author>
</item><item>
<title><![CDATA[Re: Starting to look like 02-03]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=14&amp;mid=15&amp;tof=12&amp;off=1</link>
<description><![CDATA[I digging this fund right now.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Mon, 31 Mar 2008 02:11:10 GMT</pubDate>
<author><![CDATA[staggelee]]></author>
</item><item>
<title><![CDATA[Starting to look like 02-03]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=14&amp;mid=14&amp;tof=13&amp;off=1</link>
<description><![CDATA[Anyone read the newsletter?   Buying MBIA notes seems like a good call.   I also like the German industrial company.   I wish Bronco would have sold for more.]]></description>
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<ymb:replies><![CDATA[2]]></ymb:replies>
<pubDate>Mon, 31 Mar 2008 02:11:10 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Re: Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=13&amp;tof=14&amp;off=1</link>
<description><![CDATA[Between ex dividend Dec 19 and Jan 24 fund is off 5.0%, considerably better than   major indices.   They also own some tasty values, IMO. Still, their Sharpe ratio at .63 is pretty lame and bear market decile ranking of 8 not encouraging.   I'm bailing, but reluctantly.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sat, 05 Apr 2008 01:45:37 GMT</pubDate>
<author><![CDATA[garymiller60]]></author>
</item><item>
<title><![CDATA[Re: Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=12&amp;tof=15&amp;off=1</link>
<description><![CDATA[DCAing? Deciding?   if so deciding to bail?]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sat, 19 Jan 2008 20:07:09 GMT</pubDate>
<author><![CDATA[capp013]]></author>
</item><item>
<title><![CDATA[Re: Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=11&amp;tof=16&amp;off=1</link>
<description><![CDATA[I agree. Fund seems to be doing okay relative to the SCV group. The conservative value orientation appeals to me in this choppy market. Good luck.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Fri, 25 Jan 2008 19:40:50 GMT</pubDate>
<author><![CDATA[staggelee]]></author>
</item><item>
<title><![CDATA[Nat gas and financials]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=10&amp;mid=10&amp;tof=17&amp;off=1</link>
<description><![CDATA[Have got to be getting towards the bottom. I'm DCAing here but man this fund is getting smacked.]]></description>
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<ymb:replies><![CDATA[5]]></ymb:replies>
<pubDate>Sat, 05 Apr 2008 01:45:37 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
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<title><![CDATA[Re: time to get out]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=8&amp;mid=9&amp;tof=18&amp;off=1</link>
<description><![CDATA[IMO market timing is for losers generally (some personal experience). I like this fund's holdings. Contrarian and value oriented. 

I will continue to hold and maybe add.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 15 Nov 2007 04:38:05 GMT</pubDate>
<author><![CDATA[clamdigger_97]]></author>
</item><item>
<title><![CDATA[time to get out]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=8&amp;mid=8&amp;tof=19&amp;off=1</link>
<description><![CDATA[been in this fund for a few years and have done well, but its time to get out and stay in cash until this market settles down.]]></description>
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<ymb:replies><![CDATA[2]]></ymb:replies>
<pubDate>Wed, 30 Apr 2008 23:46:48 GMT</pubDate>
<author><![CDATA[larryg122000]]></author>
</item><item>
<title><![CDATA[Re: Seems to be doing better lately]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=6&amp;mid=7&amp;tof=20&amp;off=1</link>
<description><![CDATA[Not so fast. It's a good safe fund but it isn't exactly beating.   They have a lot of oil and gas stocks because they present the best "value" at the moment.   Unfortunately oil and gas is getting killed.   I have a position in XEC (their largest holding) and it's getting murdered. (XEC PPP WLL not to mention JOE which is also doing very poorly). I like this fund and have owned it for years.   Hopefully they are putting some of that cash too work and buying some of the great value that we have now.   I wish I had more cash I would be buying more XEC and a few others.   This is a good fund that will do much better than most in a bad market.   Right now though it's going through a rough year.   It's got a low turnover and I great management team.   

<a href=http://finance.yahoo.com/charts#chart6:symbol=tascx;range=1y;compare=>http://finance.yahoo.com/charts#chart6:symbol=tascx;range=1y;compare=</a>^dji+^ixic+^gspc;indicator=sma(50,200)+split+volume;charttype=line;crosshair=on;logscale=on;source=undefined]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 02 Aug 2007 21:09:10 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Re: Why so much cash? Anyone???]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=1&amp;mid=5&amp;tof=21&amp;off=1</link>
<description><![CDATA[Being a value fund, and small cap to boot, I'll bet they are having a hard time finding good companies they think offer a deep discount to future earnings without stepping on their mandate.

I see it happen so often. I want a pretty large position in small and micro caps so I buy and within 12 months, the fund will have closed because too much cash is pouring in to the fund.

Five years ago I repositioned my portfolio when I retired with:

mega cap ----- 5%
large cap ----- 10%
medium cap ----- 25%
small cap ----- 25%
micro cap ----- 20%
cash and bonds ----- 15%

Two years later it had slid up the range to:

mega cap ----- 10%
large cap ----- 25%
medium cap ----- 25%
small cap ----- 15%
micro cap ----- 5%
cash and bonds ----- 20%

With 6 of my funds closed to new investors. I researched several more small cap funds to buy and the good ones were closed to new investment.

It may be past time fro this fund to close if it hasn't already.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Fri, 01 Jun 2007 12:31:03 GMT</pubDate>
<author><![CDATA[MISTERWHITE1]]></author>
</item><item>
<title><![CDATA[Re: Why so much cash? Anyone???]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=1&amp;mid=4&amp;tof=22&amp;off=1</link>
<description><![CDATA[I like it too.   They took a large position in XEC this year and I followed up and took a bit myself.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Mon, 07 May 2007 22:03:53 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
</item><item>
<title><![CDATA[Re: Why so much cash? Anyone???]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=1&amp;mid=2&amp;tof=23&amp;off=1</link>
<description><![CDATA[i think the manager is going to run off with the twenty year old buxom blond and live in Rio on your money.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 22 Feb 2007 17:22:26 GMT</pubDate>
<author><![CDATA[capp013]]></author>
</item><item>
<title><![CDATA[Why so much cash? Anyone???]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=34539&amp;tid=1&amp;mid=1&amp;tof=24&amp;off=1</link>
<description><![CDATA[%22 cash?   Anyone here?]]></description>
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<ymb:replies><![CDATA[3]]></ymb:replies>
<pubDate>Fri, 01 Jun 2007 12:31:03 GMT</pubDate>
<author><![CDATA[stratos022]]></author>
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