User 265729

What to Buy and Why: Barron's 2009 Roundtable, Part III

Oscar: LPS may be spot on for the next couple of years, but TWX? You are joking, right? Everyone, everywhere is getting rid of their cable service, as well as other services offered by TWX. I think you've been watching the idiots on CNN-Money too long.

Lender Processing Services (LPS) - develops software for banks that helps them service and/or foreclose on mortgages; should benefit from rising defaults, and the home-equity crisis.

Time Warner "entertainment tub" - short 0.25 Time Warner Cable (TWC) shares for every Time Warner (TWX) share - TWX is focused on shareholder returns, and its best-in-class franchise - including Turner Broadcasting, HBO and Warner Bros. - is dramatically undervalued.

Mario Gabelli:

Most of your picks: QUESTION - Where do you live? Or should I ask, What planet would that be?

Earnings Preview: Alcoa

This is a real tough call to make... This industry is really at the mercy of energy prices as the economy improves. Alcoa aside, I think one of the largest plants in the world, located in Bahrain, has been under increasing pressure...

I don't have a position on AA, but it may be worth adding to a portfolio when we reach the bottom of the abyss.