Seeking Alpha

Mark Gottlieb

 
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  • Reinvigorated AIG, An Insurance Leader Trading At About 50 Cents On The Dollar [View article]
    Sounds like good buys
    Oct 25, 2012. 06:20 PM | Likes Like |Link to Comment
  • Reinvigorated AIG, An Insurance Leader Trading At About 50 Cents On The Dollar [View article]
    Sounds good!!!
    Oct 24, 2012. 10:20 PM | Likes Like |Link to Comment
  • Reinvigorated AIG, An Insurance Leader Trading At About 50 Cents On The Dollar [View article]
    Agreed
    Oct 23, 2012. 12:04 PM | Likes Like |Link to Comment
  • Reinvigorated AIG, An Insurance Leader Trading At About 50 Cents On The Dollar [View article]
    You are quite welcome.
    Oct 22, 2012. 10:57 PM | 1 Like Like |Link to Comment
  • Reinvigorated AIG, An Insurance Leader Trading At About 50 Cents On The Dollar [View article]
    The last time I looked, The Fairholme Fund also had 3% of assets in the AIG warrants. That was a wise purchase of yours. It is easier for individual investors to take a position in the warrants that could significantly impact portfolio return than a fund like The Fairholme Fund. I'm sure Bruce buys all he can of this but I doubt he buys in small lots. I also have owned shares of The Fairholme Fund since 2005 or so. I was tempted to sell last year with what was going on with Bruce's cousin. I was still a believer in Bruce and am glad I didn't sell. I'm not sure what will happen with SHLD but I suspect they are worth more dead than alive. Perhaps Eddie Lampert has been wisely waiting for retail real estate prices to hit a peak so he could get the highest possible return on the SHLD real estate assets. Eddie Lambert has an excellent track record as does Bruce Berkowitz; I wouldn't bet against either.
    Oct 22, 2012. 01:45 PM | Likes Like |Link to Comment
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