User 91125

Cresud: Where the Safe Money Is Going

A significant component of Cresud's net asset value lies in its stake in IRSA, owner of commercial real estate in Argentina and stakes in a few other affiliated real estate companies. IRSA has a lot of debt which poses a risk of a dilutive debt refinancing or potentially even bankruptcy, either of which would erase a significant portion of Cresud's NAV. If Cresud were only a farmland owner, it would be much more attractive.

Insiders Preparing for Major Drop in Oil Prices

Who are you kidding!:
"Citadel, a $22 billion fund, quietly sequestered an incredible 192,610 shares of Tesoro and increased its stake in Holly almost eightfold to 190,681 shares in the first three months of 2008."
Wow, a $22 billion funds sinks a whole $6 million or 0.03% of its assets into those two stocks.
I agree refiners have big upside but don't be so deceptive in your propaganda.

How Low Will Sherwin-Williams Go?

Perhaps waiting to see the outcome of RI case heard a couple weeks ago.