Comments on Philip Frank's articles Comments on Philip Frank's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/philip-frank/articles Berkshire Hathaway Appears Undervalued http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-122189 122189 >>> UPOD ]]> Tue, 04 Mar 2008 21:20:52 -0500
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]]> Berkshire Hathaway Appears Undervalued http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-122011 122011 Tue, 04 Mar 2008 13:09:50 -0500 ]]> Berkshire Hathaway Appears Undervalued http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-121991 121991 Tue, 04 Mar 2008 12:21:31 -0500 Berkshire Hathaway Appears Undervalued http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-121946 121946 Tue, 04 Mar 2008 11:14:01 -0500 Berkshire Hathaway Appears Undervalued http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-121829 121829 Tue, 04 Mar 2008 06:10:32 -0500 6 Reasons Blackstone's Still a Short http://seekingalpha.com/article/63210-6-reasons-blackstone-s-still-a-short?source=feed#comment-114797 114797 Tue, 05 Feb 2008 21:12:21 -0500 6 Reasons Blackstone's Still a Short http://seekingalpha.com/article/63210-6-reasons-blackstone-s-still-a-short?source=feed#comment-114765 114765 Tue, 05 Feb 2008 18:12:35 -0500
The analysis is interesting but did you do much work on what GSO brings to BX going forward and how that might offset/mitigate the impact of some of the warnings you mention?

]]> A Closer Look at Google's Valuation http://seekingalpha.com/article/38005-a-closer-look-at-google-s-valuation?source=feed#comment-88292 88292 Tue, 12 Jun 2007 03:07:44 -0400 Why We're Adding to Our Centex Short http://seekingalpha.com/article/13854-why-we-re-adding-to-our-centex-short?source=feed#comment-53889 53889 Wed, 19 Jul 2006 15:03:39 -0400
Currently, Insight is long Vornado and Brascan in our model portfolio. Our thinking is that the commercial sector will hold up better than the residential sector. However, you are right in the sense that if the economy gets bad enough the commerical sector will be negatively affected as well. Though we are cautious on the economy, we still see sufficient strength currently to be long Vornado and Brascan.

Philip Frank, PhD
President and Portfolio Manager,
Insight Asset Management LLC
e-mail: insight-asset@earthlin...]]>