http://www.caleinthekeys.com/2010/01/final-notes-on-the-investor-meeting/?utm_source=rss&utm_medium=rss&utm_campaign=final-notes-on-the-investor-meeting Portfolio manager Cale Smith's riffs on investing, spoke funds, and Islamorada in the Florida Keys. Fri, 30 Jul 2010 21:08:38 -0500 hourly 1 http://wordpress.org/?v=3.0.1 http://www.caleinthekeys.com/2010/01/final-notes-on-the-investor-meeting/comment-page-1/#comment-284 Cale Tue, 02 Feb 2010 03:47:21 +0000 http://www.caleinthekeys.com/?p=2163#comment-284 Thank you, Gail. My pleasure. Thank you, Gail. My pleasure.

]]> http://www.caleinthekeys.com/2010/01/final-notes-on-the-investor-meeting/comment-page-1/#comment-280 Gail Collins Sun, 31 Jan 2010 17:58:02 +0000 http://www.caleinthekeys.com/?p=2163#comment-280 What a great meeting that was! The weather cooperated, Dave Feder played wonderfully, the food was yummy and, best of all, Ken Peak from Contango Oil and Gas gave a very informative and entertaining presentation on his company. What a relief to know we are invested with a CEO who has so much common sense about what a business should be doing and NOT doing. I'm looking forward to the profits from Contango and the other companies in the Folios in the upcoming years. Cudos to Cale for doing a great job!! What a great meeting that was! The weather cooperated, Dave Feder played wonderfully, the food was yummy and, best of all, Ken Peak from Contango Oil and Gas gave a very informative and entertaining presentation on his company. What a relief to know we are invested with a CEO who has so much common sense about what a business should be doing and NOT doing. I’m looking forward to the profits from Contango and the other companies in the Folios in the upcoming years. Cudos to Cale for doing a great job!!

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