PAD

Investing in Infrastructure

great big picture comments on sector but how about that little thing called valuation? how about some relative value calls within the sector and how does the sector compare to the overall mkt?

A Look Inside T. Boone Pickens' Portfolio

how can you attack T. Boone w/o mentioning the obvious? his latest new holding Clean Energy Fuels (CLNE)? T. Boone himself owns 46% of the company! he's basically propping up his own p/a at the expense of his hedge fund investors.

that being said i don't think he was using his cnbc appearance as a trading opportunity. he is worth way way too much $$$ to care about making a few bucks off a tv appearance.

his long-term predictions of even a few months ago have been absolutely spot-on. his call on the coal producers 2 years ago has been another home run. Go T. Boone! i wish my 401k was in his fund.