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untitled Comstock Funds - Contrarian Charlie Minter Bear Market Bearish


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  Market Commentary
Are Earnings Estimates Realistic?
Economy Not as Strong as Latest Releases Indicate
5/08/08 2:00 PM

In recent years we have consistently discussed P/E ratios and whether we should focus on "operating earnings" or "reported earnings".  We continue to argue against focusing on "operating earnings" and now we are questioning the earnings estimates used by the S&P analysts on the site http://www2.standardandpoors.com/spf/xls/index/SP500EPSEST.XLS.    We also question whether these very aggressive earnings estimates can be achieved in the slowdown or recession in the U.S., and whether this environment will spread overseas.[More]
 

Its All About Housing
5/01/08 4:15 PM

The first quarter GDP was released yesterday and to our surprise showed an expansion of 0.6%.[More]
 

  Comstock In The News
Bear Funds Lick Chops
By Gregg Greenberg-TheStreet.com Staff Reporter
2/18/05

Short-selling funds are ready to come out of hibernation.
Bear funds have had a rough run the past two years, as their strategy of betting against stocks has put them on the wrong side of a solid bull market.[More]
 

Barron's Magazine - By Alan Abelson
UP AND DOWN WALL STREET - True Confessions
10/25/04
 

NORMALLY, WE DON'T GIVE a hoot as to who wins when one bunch of 25 millionaires takes up glove and ball against another bunch of 25 millionaires. It's like rooting for Gates against Buffett, or visa versa, when they don their knickers and face off in a game of golf.[More]
 

Charlie Minter appears with
Consuelo Mack on CNBC
 
Low speed stream  High speed stream 


 
 
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LIMBO LIMBO, HOW LOW CAN IT GO? (Original Text 3/25/01)
Update on Attachments 1/22//08
 
Comstock Partners
Forbes "Best of the Web" May 2002
5/20/02
 
Comstock Partners
Forbes "Best of the Web" May 2001
5/21/01
 
Comstock Partners Inc.
Forbes "Best of the Web" May 2000
5/12/00
 
  What Others Say
Happy Holiday Season
12/23/03
To: Charlie & Marty, I know that many of your faithful readers regard you as dedicated bears, but I know your real identity and your avowed purpose... You are insightful, perennial realists who relish publishing information and forecasts based on factual analyses that put most contemporary market forecasters to shame. Your twice-weekly reports are like a breath of fresh air in a sea of financial gibberish masquerading as common-sense investment advice these days. Bravo, keep up the good work! I wish you both a happy holiday season and a productive New Year filled with continued success in what you do best.
 
Comments From Toronto
7/11/03
I just want to thank you again for being my balance wheel. With all the opinions and news on cnbc and all the noise coming from so many sources, sometimes I just don't know which way to turn. Fortunately, I can always look to your views which are based on logic, common sense and history. I really appreciate the confidence and the warm fuzzy feeling I get from your wonderful Commentary.[More]
 
See What Others Seem Not to See
6/09/03
I always refer to you as the one who, most of the time, tell the opposite and, most of the time, are right. The true value you give is simple going in deep and finding out what the others seem not to see (or are willing to forget). When I read your article and refer to my workmates (in the money manager departement) they always say that the big banks suggest something different and we must trust big banks...
 
Keep on Telling the Truth
5/22/03
greetings I read your commentary faithfully. I started investing in the stock market fifteen years ago through my 401K plan where I work, and through other means outside of that plan. My strategy was simple, dollar cost averaging, buy and hold for the most part, put in enough so that I could reach my goal based on roughly 12% average return. Everthing was clicking along for a few years and then the irrational excuberance kicked in.[More]
 
Those Who Forget History are Doomed to Repeat It
4/30/03
I love your column. I know how frustrating it can be to go over the same material/facts over and over again--which is probably one of the reasons you have cut back to 3 articles a week. Somebody once said that those who forget history are doomed to repeat it. Your oft repeated statements do NOT fall on deaf ears.[More]
 

Minter & Weiner Chat
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  Last Major Comstock Report
FEET DON'T FAIL ME NOW
Dated, but not out of date
12/10/99
The list of negative factors impacting the stock market has now become so numerous that it is highly likely that a severe bear market has already started

Introduction

The list of negative factors affecting the stock market has now become so numerous that it is highly likely that a severe bear market has already started. We begin with the fact that, as measured by earnings and dividends, this is by far the most overvalued market of the past century.[More]
 

 

Comstock Funds


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