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Sorry about republishing this, but here's my info - so I'm not anonymous.
Jul 09 10:00 am
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All Comments by Charles Goldblum »Review of Current Losing Positions: NZT, ACAS, SKM, GE [View article]
I, and my clients, own SKM. You'll be fine here, if not excited. Double-digit free cash flow yield is safe, risk is only what company will do with this $. Sell-off of Helio is a plus.
Sell ACAS. Bad accounting. Bad valuations of its investments. Will continue to fall. For the script on this one, read David Einhorn's book, "Fooling Some of the People All of the Time"