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April 2011

Recs

9

Amen Barry Ritholtz, Amen

April 27, 2011 – Comments (2)

“If ever there was an organization more corrupt, incompetent, and less capable of issuing an intelligent analysis on debt than S&P, I am unaware of them. Why do I write this? A huge part of the reason the US is in its awful financial position is due to the fine work of S&P. Consider what Nobel Laureate Joseph Stiglitz, economics professor at Columbia University observed:  [more]

Recs

21

One of the rarest, and most interesting types of Special Situations out there...Contingent Value Rights

April 16, 2011 – Comments (3) | RELATED TICKERS: SNY

In the world of investing, finding out about a new issuance of contingent value rights (CVRs) is sort of like seeing a shooting star or finding a four leaf clover.  There's no guarantee that one's wish on the star will come true or that clovers are actually lucky, but it's cool when you see one.    [more]

Recs

12

Ride the "Generic Wave" to Big Profits at this Company

April 07, 2011 – Comments (7) | RELATED TICKERS: CAH

   [more]

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12

Activist Stock Investor Losing Patience with CVS

April 06, 2011 – Comments (0) | RELATED TICKERS: CVS

About a month ago I wrote a piece for my blog titled A disappointing investment that's poised to take off (http://caps.fool.com/Blogs/a-disappointing-investment/550913 ...no hot links on my MacBook).  It was about CVS and how it has the potential to be a solid investment going forward.  [more]

Recs

37

You're not smart enough and don't have enough time to beat the market

April 06, 2011 – Comments (12)

Let me begin by saying that I have always been a huge Joel Greenblatt fan.  His first book, You Can Be a Stock Market Genius literally changed the way I invest.  It is considered to be the unofficial instruction manual for special situations investing.  Greenblatt used its principles to deliver something like 50% annual returns at his hedge fund.    [more]

Recs

37

Why I run a concentrated portfolio & a list of Special Opportunity Investments that I own

April 04, 2011 – Comments (6) | RELATED TICKERS: VOD , PWE , AWK

So I decided to re-read Joel Greenblatt's investnig classic "You Can Be a Stock Market Genius" this morning.  I read it a number of years ago and I can say that without a doubt it is the best book on investing that I have ever read.  I suppose that's why I like the Special Ops service so much.  The book is the unofficial guide to investing in special situations.  [more]

Recs

8

Oops

April 01, 2011 – Comments (4) | RELATED TICKERS: ALEX

Here's an interesting bit of news.  One of the Market's biggeest gainers was a company called Alexander & Baldwin (ALEX).  The stock was up 19% on news that the world's most famous activist investor, Bill Ackman, has established a nearly 10% stake in the company.  [more]

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