Comments on: Can Dodge & Cox Bounce Back?

By: kapitalist

kapitalist — Mon, 08 Dec 2008 17:24:21 +0000

I own DODBX and DODFX which I picked up after reading the Lazy Guide to Investing. I know very little about the markets compared to some of you investors…Im in my late 20’s and just wanted something stable with a low expense ratio. I imagine any funds that I would have had would be down but my 50k dropped to 28k and thats a big chunk of money for me. I considered selling but figured im in for the long haul right? so i keep buying in at the lower price hoping.

I remember my dad telling me a story that he could have invested in IBM years ago when it was around $14 (he was going to invest 50k but backed out). When the tech craze was going and IBM was up
to $120 he thought if only I knew.

I hope I can recoupe my investment down the line. I hoping this is just a time issue.

By: Fierce Financial Tips: The Carnival of Personal Finance #178, Struwwelpeter Edition

Tue, 11 Nov 2008 05:12:37 +0000

[...] The Sun’s Financial Diary: I was shocked to see how badly Dodge and Cox funds were performing recently. Their performance ranking used to be tops in the mutual fund universe. [...]

By: Sun

Sun — Mon, 10 Nov 2008 18:20:13 +0000

Yes, I will continue to hold my shares of D & C funds. My biggest concern actually is that the company may be slow in adjusting their portfolios (D&C has very low turnover ratio). The funds have already been hit hard since the turmoil began. If they don’t act quickly, I am afraid they may miss out the recovery, which could be even worse for them. Let’s just hope that they can get their act together so the funds can bounce back when the overall economy starts to recover.

By: 114th Edition of the Festival of Stocks

114th Edition of the Festival of Stocks — Mon, 10 Nov 2008 14:47:48 +0000

[...] Can Dodge & Cox Bounce Back? posted at The Sun’s Financial Diary. A look at what happened to the performance of the Dodge & Cox fund. It looks like AIG’s massive problems caught them off guard. Stocks: AIG [...]

By: The Struwwelpeter Edition of the Carnival of Personal Finance

The Struwwelpeter Edition of the Carnival of Personal Finance — Mon, 10 Nov 2008 05:48:29 +0000

[...] The Sun’s Financial Diary: I was shocked to see how badly Dodge and Cox funds were performing recently. Their performance ranking used to be tops in the mutual fund universe. [...]

By: Tim

Tim — Fri, 07 Nov 2008 23:44:09 +0000

I continue to hold and buy more DODGX, although I am onboard with Kiplinger about how idiotic they were about AIG and Fannie Mae holding way too much of the portfolio in AIG and Fannie. I will continue to buy but will be looking very closely to how they readjust their portfolio of stocks and re-evaluate what went wrong with their decision models. I’m pretty concerned now that AIG and Fannie are reduced to nothing, HP and Comcast are 3:2 highest holdings in the fund. The fund is also heavily exposed to media and entertainment stocks, which in this downturn will be hit hard by the downturn in ad revenue and discretionary spending.

By: Investor

Investor — Fri, 07 Nov 2008 19:56:36 +0000

I transferred most of my gains from DODFX to SEQUX in January of this year and gains I had from DODFX and DODBX to FPACX around July. This was in my Roth IRA. This was pure luck as SEQUX and FPACX were on my watchlist for a long time and fared very well compared to D&C funds.

I continue to hold DODBX, DODFX and DODWX and may add to them later, but their overall weight in my portfolio has gone down considerably.

By: Vanguard and Oakmark Reopen Good Funds

Vanguard and Oakmark Reopen Good Funds — Fri, 07 Nov 2008 16:23:05 +0000

[...] the fund when the performance suffers even if the fund is closed to new investors (for example, the Dodge & Cox funds I mentioned [...]

By: Weekend Investing Reading (WIR) | Investing School

Weekend Investing Reading (WIR) | Investing School — Fri, 07 Nov 2008 14:31:59 +0000

[...] Sun’s Financial Diary talks about one of my old favorite mutual fund, the Dodge & Cox International Stock Fund (DODFX). Will it ever bounce back from its lows? We shall [...]

By: MoneyNing

MoneyNing — Thu, 06 Nov 2008 17:24:32 +0000

I sold my DODFX a while ago like you know and although I missed part of the decline, I used the money to buy other stocks so it’s all the same In a down market, unless you are shorting it or putting the money in cash, it doesn’t really matter which stocks you are in!

Good luck with DODFX! I hope it does well also as it will mean that my other stocks will go up!