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From the Desk of Irwin Michael

This feature of our web site will highlight one of the ABC Funds, a specific portfolio holding or an investment issue which we believe is very timely.  The intent of "From the Desk of Irwin Michael" is to better inform you about our unique fundamental value style and decision-making process.
Date Topic Link
October 4, 2011 Commentary on our September 2011 ABC Funds' Investment Performance Click Here
September 2, 2011 Commentary on our August 2011 ABC Funds' Investment Performance Click Here
August 5, 2011 A Special ABC Funds Market Commentary Click Here
June 16, 2011 A Special ABC Funds Market Commentary Click Here
March 25, 2011 Dana Merber Click Here
January 5, 2011 Commentary on our 2010 ABC Funds' Investment Performance Click Here
May 5, 2009 Commentary on our May 2009 ABC Funds' Investment Performance Click Here
December 3, 2008 Commentary on our November 2008 ABC Funds' Investment Performance Click Here
November 4, 2008 Commentary on our October 2008 ABC Funds' Investment Performance Click Here
October 6, 2008 A Special ABC Funds Market Commentary Click Here
October 3, 2008 Commentary on our September 2008 ABC Funds' Investment Performance Click Here
September 4, 2008 Commentary on our August 2008 ABC Funds' Investment Performance Click Here
August 6, 2008 Commentary on our July 2008 ABC Funds' Investment Performance Click Here
July 4, 2008 Commentary on our June 2008 ABC Funds' Investment Performance Click Here
June 3, 2008 Commentary on our May 2008 ABC Funds' Investment Performance Click Here
May 9, 2008 ABC Funds Special Commentary: Saxon Energy Services Click Here
May 6, 2008 ABC Funds Special Commentary: Saxon Energy Services Click Here
March 5, 2008 Commentary on our February 2008 ABC Funds' Investment Performance Click Here
February 15, 2008 Special Commentary on a Typical ABC Funds Holding in an Irrational Market Click Here
January 4, 2008 Commentary on our December 2007 ABC Funds' Investment Performance Click Here
December 5, 2007 Commentary on our November 2007 ABC Funds' Investment Performance Click Here
November 2, 2007 A Commentary on our ABC Funds Deep-Value Management Style: Lessons From The Past Click Here
October 17, 2007 Our Views on the Canadian Dollar Click Here
October 3, 2007 Commentary on our September 2007 ABC Funds' Investment Performance Click Here
September 5, 2007 Commentary on our August 2007 ABC Funds' Investment Performance Click Here
August 13, 2007 A Special ABC Funds Commentary Click Here
June 4, 2007 A Special ABC Funds Commentary on International Stock Investing Click Here
January 16, 2007 A Special Commentary Click Here
September 12, 2005 Searching for Dirt Cheap American Common Stocks Click Here
July 28, 2004 The ABC Funds' Response to the Present Market Conditions Click Here
July 30, 2002 The ABC Funds' Response to the Present Market Turbulence Click Here
April 3, 2000 Value Investing in a Difficult Investment Environment Click Here
January 2000 An ABC Funds' Response to TSE Index Benchmarks & the Very Narrow Market Focus Click Here
December 1999 Dirt Cheap Stocks Primed for Takeout, Merger and Reorganization
(feat. ABC Funds Value Investing 10 Commandments for Y2K)		 Click Here
November 1999 Y2K Concerns and the ABC Fully-Managed Fund Click Here
 
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