RE:Nuttal I see what your saying BUT Doesn't every fund manager like to talk about what they bought. The obvious thing about it is that he does put his money where his mouth is. As far as it being wrong that's incorrect analysis because we want to here what he's investigating in. That's why we watch it. He's excellent at explaining why and if you want to believe you can and if not you learn something. I personally like to hear his analysis not only on individual stocks but on the fundamentals of the sector and his opinion of it. He is one of the few in this sector.
as investors we can only do our own due diligence , he is just a part of that process