joe_btsfplk

KHD Humboldt Wedag: An Undervalued Winner

So...who is buying KHD, and why don't international funds care? 47% is held by a few mutual funds and private investors: APIS (??), FMR LLC, and Renaissance Technologies are the "big" holders at a total of about 10%. Fidelity, through Fidelity North Star and Fidelity Low-Cost is the big mutual fund at 2% combined.

Is equity investment just not important enough to KHD that they court more funds, or is this area just more competently covered by another company and its stock?

Leucadia National: 5 Guidelines for a Well Run Holding Company

I've owned LUK since it bought PHLCorp (insurance and Greenstamps) in 1988. What a wonderful company, and great guidance from the top--during the Dot-Com boom, the company gave out a cash dividend and said, in effect, "if you want to invest your LUK money in this irrational business--here it is!" I used mine to buy some more stock.