Time is Necessary to Evaluate Performance Equity Portfolio Managers and Equity Investments

Take Action to Find out What’s Going On

One of my biggest jobs is to keep everyone focused. Don’t stare at the red numbers on the screen – call companies, call industry contacts to hear what’s really going on, dig for new ideas and just look to take advantage of the volatility. Markets like today’s make it ever more obvious that volatility in stock prices can enormously exceed actual changes in fundamentals.
Source: http://www.valueinvestorinsight.com/