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Dear Fairholme Fund, I hate to say I told you so about Sears, but...

October 02, 2014 – Comments (2)

Sears is generally short on cash - despite the US being in an economic recovery (albeit a crappy one).  [more]



I have sold out of the Fairholme Fund

November 19, 2013 – Comments (5) | RELATED TICKERS: SHLD , FNM-PK , FRE-PK

I have sold out of the Fairholme Fund.  [more]



Taking a long view of potash producers

July 31, 2013 – Comments (2) | RELATED TICKERS: CMP , POT

I checked my portfolio a couple of days ago to notice that Compass Minerals, one of my larger positions, had fallen 24%.  [more]



Update on automakers

July 02, 2013 – Comments (3)

For some years, I've been very cautiously bullish on GM and Ford. On one hand, they escaped the financial/economic crisis by the skins of their teeth. If not for government intervention, GM would not have escaped, period. And of course they're pretty leveraged companies in a highly cyclical industry.   [more]

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