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Kool Aid Drinker on Bruce Berkowitz Talks About Investing At University Of Miami-Gurufocus Guru? The guy is flat over 3 years, and negativ...
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Tim Travis on Bruce Berkowitz- Return Of A Star Fund Manager (Fortune) That is very possible. I think it's still a buy...
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User 486211 on TTCM's Rebuttal To WSJ Article- “Why Stocks Are Riskier Than You Think” Tim, This is really an awsome article! Thanks!CT
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Cheapest Chinese Stocks Since 1997
While fears of a Chinese slowdown have punished equity prices, it is very difficult for U.S. investors to participate in the Shanghai markets. Accounting problems have also been a huge issue, particularly for Chinese companies that have listed themselves on U.S. exchanges. Also due to the controlled nature of Chinese businesses, it is very difficult to forecast how government intervention will affect individual companies. For these reasons we at TTCM aren't too active in China, despite the fact that the stocks have come down a great deal in price.
http://www.bloomberg.com/news/2012-10-07/cheapest-chinese-stocks-since-1997-not-enough-to-signal-rally.html
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
David Winters On WealthTrack
This was an excellent interview with value investor David Winters on WealthTrack. He discusses Canadian Natural Resources (CA:CNQ) and several other securities that his fund is currently invested in.
http://www.gurufocus.com/news/191787/david-winters-on-consuelo-mack-wealthtrack
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Sprint Could Be Back In Contention For MetroPCS
As we speculated yesterday, Sprint (S) might certainly jump into the game for MetroPCS (PCS). Consolidation is a priority in this industry and Spring and T-Mobile are vying for the number 3 spot, with Sprint having a considerable lead. If Sprint can use its stock as currency for this deal so that it isn't taking on additional debt, other than MetroPCS's existing debt, the deal could make sense. There will certainly be challenges so the company needs to be price conscientious. This fluid situation will be fun to watch but at this point I'm not interested in participating on an arbitrage.
http://online.wsj.com/article/SB10000872396390444223104578036760862600552.html?mod=WSJ_hp_LEFTWhatsNewsCollection
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.