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NakedValue

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  • NakedValue
    2012 was a great year. Lots of reasons to be thankful. Happy Holidays!
    12/26/12
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      • NakedValue
        First purchase in several months...bought starter stake in Phillips 66 (PSX). Don't love refining, but sum of parts value is interesting.
        5/11/12
        Reply (1)
        • NakedValue: Bummer. Never had a chance to add to my starter stake. Sum of parts story still in tact.
          10/28/12
          • NakedValue
            Anyone have strong long/short opinions about GFA, bank preferreds, XCO, AAPL, CAT, XRX, DELL, RFP, BIP, JRCCQ or FXI?????
            1/31/12
            Reply (1)
            • DAG1996: GFA performs well for me (long) and I expect even better with Brazil's growth. M&A rumors are also ramping up in recent days.
              2/1/12
              • NakedValue
                Check out our article from early this week: "A Simple Reason Not To Buy Eastman Kodak"
                9/30/11
                Reply (3)
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                • golfitobob: Bloom reporting on it now.
                  9/30/11
                • golfitobob: MSFT needs those for NOK an Facebook. Worth big $ssssss
                  9/30/11
                  • NakedValue
                    New Seeking Alpha article about Apple: Pressure Mounts on Apple as Amazon Releases New Tablet!
                    9/27/11
                    Reply (1)
                    • golfitobob: AAPLs growth is overseas.AMZN will do well.There is room for both. AAPL new stores in China an there bombed with people. They will both grow
                      9/28/11
                      • NakedValue
                        Today we called Motorola Mobility the top Risk Arb stock of 2011. Could see 20% annualized returns.
                        8/16/11
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                          • NakedValue
                            BKS gets $17/share buyout offer. Surprised it came from Liberty Media, but not surprised by the offer price.
                            5/19/11
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                              • NakedValue
                                Expedia announces plans to spin-off TripAdvisor. Read our article about Glenview Capital Management to understand the Expedia bull thesis.
                                4/7/11
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                                  • NakedValue
                                    Check out my latest article on Bruce Berkowitz's next big stock.
                                    3/10/11
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                                      • NakedValue
                                        Thanks for the support and interest. Please visit my investing site: NakedValue.com and let me know what you think.
                                        3/8/11
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                                          • NakedValue
                                            From Berkshire Hathaway's shareholder letter, "A housing recovery will probably begin within a year or so."
                                            2/26/11
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                                              • NakedValue
                                                The release of the Berkshire Hathaway shareholder letter is imminent...
                                                2/26/11
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                                                  • NakedValue
                                                    This week's Barron's features an EXCELLENT interview of Stephanie Pomboy at MacroMavens
                                                    2/26/11
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