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kaskoosek (99.76)

What about the Gurus??????

Recs

5

September 08, 2009 – Comments (2) | RELATED TICKERS: AOI

I am writing this blog to personally thank Seth Klarman. The guy definitely knows what he is researching. I have bought AOI, and it has been performing admirably.

I do not buy any company blindly. I have a good macro background, and a high apetire for risk. If a company I like offers great reward and the macro enviroment is favorable, then I am going to directly jump in. 

 

Anyway gurufocus is a good site to track your favourite gurus. 

 

 http://www.gurufocus.com/ListGuru.php

 

Please add any picks you like that you have been persuaded by through a certain guru. 

2 Comments – Post Your Own

#1) On September 08, 2009 at 12:33 PM, portefeuille (99.96) wrote:

I have a Klarman post here (watch the video! also see this post). His "position of the day" is RHIE, I guess, mentioned here (Friday's was FACT (see this post)).

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Probably the most contrarian name of the three is RHI Entertainment. It currently trades at $2.50 a share, and the market cap is an ultra-small $33 million. However, Seth Klarman's multi-billion-dollar hedge fund finds enough value to own nearly 37% of the company. Despite its small size, RHI trades fairly heavily, offering investors an average volume of 100,000 shares a day. On a couple measures of value, the stock looks cheap: a price-to-sales ratio of 0.18 and a price-to-book ratio of 0.40.

RHI is a developer of television programming worldwide. The company holds rights to a deep and valuable library of media content that it licenses to popular cable networks. It has a 48% market share of the mini-series category and an overall share of 22% of the mini-series and "made for TV" movie market. Media giant Disney comes a distant second with 10%. Despite the half billion in debt on the balance sheet, RHI owns an incredibly valuable library of assets.

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#2) On September 08, 2009 at 12:52 PM, kaskoosek (99.76) wrote:

Port

many thanks 

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