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Jeremy Frommer, CEO of Hedge Fund LIVE Jeremy Frommer has 20 years of industry experience and is currently responsible for general management and leadership of the General Partner. Previously, Mr. Frommer was a Managing Director and Head of the Global Prime Services Group (“GPS”) at RBC... More
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  • Barron’s Summary May 7, 2011  0 comments
    May 9, 2011 9:36 AM | about stocks: DXLG, EGHT, EMC, FRPT, HCKT, KOPN, LF, NOK, OPEN, QCOR, TUES, WSTL, WTSL, ZIXI
     HedgeFundLive.com
    • AIG – neg. comments; the stock is overvalued and prob. worth closer to low $20s; P&C ops may need more reserve additions; a Treasury official said if it can get a price above its B/E level of $28.73/shr, the offering could be $30B+ in size; below that and the Treasury would be more “judicious” in its sales.  The government at a minimum is looking to sell at least 850M shares.
    • Small cap stock picks – pos. comments on WSTL, EGHT, HCKT, ZIXI, FRPT, KOPN, WTSLA, CMRG, TUES, LF. 
    • Fund manager interview – Michael Cook – positive comments on DAR, TRN, ARJ, OGE, URS, AMG, KOP, CBI, MIDD, AGCO.
    • NOK – cautious comments; the stock may rally if NOK can bring Windows devices to market sooner than expected but the odds of the co succeeding in a market dominated by the likes of Apple and Android are slim.
    • EMC – Barron’s discusses the co’s upcoming users event this week; overall nothing really incremental in the article; EMC will probably announce partnerships w/a slew of companies; will be focusing on the public and private clouds.
    • Munis round table – overall pos. remarks on the sector; says M Whitney’s prediction won’t turn out to be accurate.
    • OPEN – neg. comments; the stock is expensive and competition is rising.
    • QCOR – mixed remarks; Barron’s acknowledges that they have been wrong w/their short call on the stock but think eventually script sales will slow.
    • Cover story – Barron’s 500 list.

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