sclarksons

6 Comments

    • @VIC: Top Hedge Fund Picks [view article]
      know your information provider.

      Pzena is a statistical analyst, his system works as a diversified system, but you copycat single positions at your own risk.

      Tom Brown's banking picks assumed the survival of the banking system. (bad assumption)

      other value guys have more mid sized circles of competence than RP and TB.

      What this cycle has proven is that you disregard Ackman and other smart value investors at your own risk.

      I've made a moldy 15% annualized in BRK with purchases when it was cheap in 2005 and 2007.

      It's been cheap this year too.

      I'd take a bubble in value over a "confirmed trend" any day.

      Value investors lose out early in the decline as cheap gets cheaper, and make money through the trough and into the next cycle.

      If you lose less into the trough, you make more over all.

      It all comes down to price and value. if you don't get that, give your money to someone who does.
      Oct 07 12:46 PM
    • Variant Perception: Sears Holdings and Financials [view article]
      Short Squeeze??? with only 35 million shares sold short out of a float of 35 million outside of the top five holders. Sep 01 04:52 AM
    • Sears Faces Risk If Economy Doesn't Improve [view article]
      The Writer actually said that sears will go bankrupt.

      this was unsubstantiated by any fact other than first quarter cash flows from operations being negative.

      Wall street and the average Mad Money fan have no idea how to evaluate a company that doesn't pander to wall street convention.

      Same store sales declining? fine, invest the money elsewhere.

      The Shorts are chained to the railroad tracks on this deal.       Aug 07 09:06 PM
    • Sears Faces Risk If Economy Doesn't Improve [view article]
      I hope this nice piece of journalism helps you and your acquaintances get out of your short position before the next quarterly report.

      Can you outline the bankruptcy scenario?

      Aug 07 04:51 PM
    • Numbers Check on Sears Holdings - It's Cheap [view article]
      the Shorts are roadkill in the weighing machine called the market. Watch the price climb 30 points at the first whiff of good news, I'll let my shares go for $350 before december growing at 20% annually, otherwise I'll be holding. I hope Grandma isn't short financials at less than book value either, or she'll be moving in with you. Jul 17 06:04 PM
    • Soap Opera at Sears [view article]
      bankruptcy is not happening anytime in the near future, look at the financial statements if you need proof. May 06 06:31 PM
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