andrewh10

Replacement Candidates for David Merkel's Portfolio: From AA to ZZ

If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY.

Barnes & Noble's Earnings Call from a Borders Investor's Perspective

Obviously Todd is talking his book because of his BGP position which surprises me to see him involved in such a speculative trade. I would tend to think that Bill Ackerman at Pershing Square Capital Management, L.P. is still very confident in Riggio and the underlying business model. BKS could gobble up BGP here or wait for their deteriorating financial condition to worsen a bit but that does increase the possibility of another firm competing for the goods. Eventually his positions will turn into one holding at the right price. BKS seems very attractively priced at these levels, I would not even be shocked if they get taken private. His stake speaks volumes BKS - 6,540,451 09/17/07 10.10 and BGP - 10,597,880 03/31/08 18.04

Barnes & Noble's Earnings Call from a Borders Investor's Perspective

Obviously Todd is talking his book because of his BGP position which surprises me to see him involved in such a speculative trade. I would tend to think that Bill Ackerman at Pershing Square Capital Management, L.P. is still very confident in Riggio and the underlying business model. BKS could gobble up BGP here or wait for their deteriorating financial condition to worsen a bit but that does increase the possibility of another firm competing for the goods. Eventually his positions will turn into one holding at the right price. BKS seems very attractively priced at these levels, I would not even be shocked if they get taken private. His stake speaks volumes BKS - 6,540,451 09/17/07 10.10 and BGP - 10,597,880 03/31/08 18.04