PDL BioPharma Inc. (PDLI)

All Comments on PDLI

  • commenter
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
    Reply
  • commenter
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter
    Reply
  • commenter
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    Aug 20 08:03 PM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Lets assume the worst and that is the Fannie and Freddie stock go bust to zero, the government take the GSE's, so what? are we going to h*** for that? are the mortgages in their books go bust? are we going to crush? the answer is no! all those mortgages in their books will automatically be backed up by the government and even be rated as triple A, that will upgrade the books of all of those holding them into CDOs, MBS, SIVs and cause massive write ups! so what is the nonsense in here? that would be the best case scenario for bond and mortgages insurers, I am sure there are many of them praying for the government to take over the books of Freddie and Fannie. Reply
  • commenter
    Aug 20 02:55 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    STUDY THEN YOU WILL LEARN


    On Aug 20 01:35 AM sr9web wrote:

    > Thanks for the info. Where do you get this data?
    Reply
  • commenter
    Aug 20 02:52 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    GOOD THINKING YOU ARE RIGHT I AGREE


    On Aug 19 07:59 AM Ishortyou wrote:

    > The best opportunities are in finantials right now even if Fannie
    > and Freddie are in trouble, going long with them won't go wrong.
    Reply
  • commenter
    Aug 20 01:35 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Thanks for the info. Where do you get this data? Reply
  • commenter
    Aug 19 12:41 PM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    IBA has only 50 M shares. It is a small gem of a poultry/egg/feed producer-distributer in Mexico. Dominated by a single family this is a modern company that is growing organically and by acquisition in an otherwise fragmented market. Reply
  • commenter
    Aug 19 11:22 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Finantials? If you can't spell it.... Reply
  • commenter
    Aug 19 07:59 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    The best opportunities are in finantials right now even if Fannie and Freddie are in trouble, going long with them won't go wrong. Reply
  • commenter
    Jun 17 08:19 PM
    My Website
    PDL BioPharma: Take the LEAPS [view article]
    Hi Coach - sorry to be late in answering this question.

    These options would convert to equivalent number of acquiring company's shares - just like any other takeover. Plus the $425..

    HOpe this helps. New picks coming all the time on the website - the FDX and UPS put spreads have been nice hedges in the latest downturn. Gotta toot the horn on those...see my list of historical picks.
    Reply
  • commenter
    Jun 13 08:18 AM
    PDL BioPharma: Take the LEAPS [view article]
    Daniel,

    what happens to the YOJAB $10 contract if PDLI gets bought out by another company?

    Thanks
    Reply