By Robert Sutherland Smith | Wednesday 16 July 2014
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
As a general follower of companies and shares – a “generalist” - I base my opinions (right or wrong) not on specialisation of interest and information, but on what is called fundamentals; those measures of value in the here and now. The future is always unknown; the here and now is not - subject to interpretation of course. When I look at Anglo American (AAL) for example I do not do so a mining sector expert, but as the generalist value hunter.
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