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  • Penn West Energy Trust: An Underappreciated Gem [View article]
    Jack, Bruce Berkowitch of the Fairholme fund had this as the number 2 holding last year but has continued to sell down. In his past interviews he had mentioned the all advantages you discuss in this post, yet now he owns much less of it. Any Ideas why is is negative?
    Thanks
    May 08 10:35 am |Rating: 0 0 |Link to Comment
  • The 7 'Golden Rules' of Picking a Gold Stock [View article]
    Thank you for these insights.
    So what companies fit your criteria.
    Apr 16 11:00 am |Rating: 0 0 |Link to Comment
  • Risk Management Lessons from Bear Stearns [View article]
    Geoff how many stocks would have a similar risk profile in a this type of market. I would bet a large percentage. Hence the usefulness of this type of algorithm is questionable in identifying particular stocks.
    Apr 02 12:44 pm |Rating: 0 0 |Link to Comment
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