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May 2007

Recs

3

Odyssey Marine Article

May 31, 2007 – Comments (0)

The article's title (on thestreet.com) is "John Edwards Stakes His Claim on Pirate Booty." The reference is to the fact that Fortress (FIG) has a big position in Odyssey Marine (OMR) and Edwards is an advisor and investor with Fortress. Cheap title to try and grab eyeballs? Probably.  [more]

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To the depths and back

May 24, 2007 – Comments (0)

Thankfully my trip to the land of colorless caps was short lived. After the wrath that Odyssey Marine unleashed on me, I had the good fortune of a quick windfall from a few beat up lenders. Fremont General (FMT) was the big one -- it announced the sale of its commercial real estate lending business for $1.9B (it had already sold off its subprime loans). A couple other picks, particularly Impac Mortgage (IMH), an Alt-A lender, also rallied on the news.   [more]

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My CAPS Shipwreck

May 18, 2007 – Comments (8)

So my CAPS portfolio has gotten extremely sick lately, thanks in significant part to just a handful of really poor underperform calls. The most recent? Odyssey Marine (OMR).   [more]

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The Berkshire Blowout

May 09, 2007 – Comments (1)

Well, it was a great weekend in stormy Omaha for the annual Berkshire meeting. I got a chance to meet the Oracle of Omaha himself and also met a whole bunch of really great fellow Fools. I'm not going to put up each of my Quick Takes from the meeting seperately, but all six of 'em are linked on this page.   [more]

Recs

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Eaten Alive by CROX

May 04, 2007 – Comments (0)

This much hated 1-star stock has now become my worst pick on CAPS. Hurray for Crocs.   [more]

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