leviticus1935

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    • Wed Sep 10th 18:33 PM | Rating: 0 0
      Commented on:
      Primus CEO: Fannie/Freddie Impact Minimal, CDS Will Endure
      I agree with your positive view on this stock, and own both PRS and PRD in sizes that wouldn't hurt me terribly if they both go to zero. My only complaint is the lack of disclosure about exposure to individual corporate entities. How much exposure do they have to Lehman, for example? PRS will only give us industry percentages. This comes across as a sign of weakness, as if they are hiding something. On the other hand, the rating agencies do have access to these individual names and they continue to sign off on a triple A rating.
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    • Tue Jul 1st 10:49 AM | Rating: 0 0
      Commented on:
      Phillip Morris International: A Hedge on U.S. Market Uncertainty
      PM has classic business metrics that Buffett would find attractive. Would he own this stock? Depends on whether he would take on the international tobacco risk. There are few places in the public market where he can place $5 billion quietly (he can delay disclosure as he accumulates the stock). I wouldn't buy the stock hoping Buffett will buy it, however.
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    • Mon Jun 30th 12:56 PM | Rating: 0 0
      Commented on:
      David Einhorn: The Irony of It All
      One helpful move toward transparency would be to force all short sellers to file Form 13F with the SEC disclosing their short positions exceeding an aggregate of $100 million. This would be the mirror image of what money managers are required to do when they disclose their long equity positions exceeding $100 million. This makes total sense and would give market participants much better information about concentrated positions in a stock. However, this rule will never be adopted by the SEC because the hedge funds have too much political influence.
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    • Mon Apr 14th 12:07 PM | Rating: 0 0
      Commented on:
      The Long Case for Sallie Mae
      Large position by Seth Klarman of Baupost, most likely purchased at higher prices, gives some measure of comfort.
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    • Mon Apr 7th 10:14 AM | Rating: 0 0
      Commented on:
      Cincinnati Financial Corporation: For the Dedicated Dividend Investor
      High insider ownership is good. I remember they had a big slug of Fifth Third Bank stock in their portfolio. At this point the damage to FITB is probably done and is reflected in the CINF share price.
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    • Thu Apr 3rd 13:01 PM | Rating: 0 0
      Commented on:
      Forest City Enterprises, Inc., F4Q07 (Qtr End 01/31/08) Earnings Call Transcript
      I wish there were an easy way to figure out the intrinsic value of this company. Looks like an attractive entry point.
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    • Tue Mar 11th 11:27 AM | Rating: 0 0
      Commented on:
      ICICI: Private Indian Bank Is Attractive
      Have owned it since around $12, expecting many nasty pullbacks from time to time. Financial services has a long way to go in India. I agree this is a good time to look for an entry point.
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    • Mon Mar 3rd 11:29 AM | Rating: 0 0
      Commented on:
      Allied Irish Bank: Diversified Earnings, Compelling Valuation
      AIB is one of these great undervalued Irish stocks. Another would be CRH.
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    • Mon Mar 3rd 11:15 AM | Rating: 0 0
      Commented on:
      Income Stocks on Sale Once Again
      I am in my 50s and believe the yields offered in this market are the highest I will see for the rest of my career. The massive increase in number of retirees is still ahead and they will be hungry for income investments. If these high single digit to mid-teens yields can hold, a big if, these income stocks will appreciate nicely.
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    • Fri Feb 29th 11:04 AM | Rating: 0 0
      Commented on:
      Mortgage REITs: Ignore GAAP, It's All About the Cash
      The best of them all is CapitalSource, yielding 15 percent with plenty of liquidity. CSE has maintained good credit quality and the CEO talks about many opportunities to lend at wide spreads.
      View article »
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