FrankArabia

does anybody have more information regarding careers at HWIC?

i follow Onex. they have done fabulously over last 12 months and they were quite undervalued at $33 not too long ago. the major headwind for PE firms is that they're unable to offload some of these securities in what are still tough equity markets. though I don't think its a major issue, I think some are concerned about how they are valuing some of the assets on the book.

replied. nothing but respect from me.

Just a question but do any of the people who are actually criticizing Paulson have any money management experience or even experience in the money management industry? playing with petty cash in your trading account is not the same thing as managing money for third parties. Its very different once you do it for somebody else professionally and even more different once you get into the billions and billions of dollars....

its funny when people with barely enough money in their trading accounts for Paulson's car service has the audacity to call him "lucky" like he just woke up and was able to manage money and win big.....

i bet you he gives the same answer as Buffet....these guys don't quit...why would they?

middling? dude, i would like to see anybody here come close to those numbers managing a half decent portfolio.....picking random stocks in your portfolio doesn't count.....

Gio....definitely agree.....I'm going to try and get a job at FFH.....

the wierd thing about FFH for me is, i wouldn't mind putting 100% of my net worth with the company.....out of all the stocks I have, i feel there is the most downside protection.....on the other hand, i have a downbeat assessment of their near term returns on equity....strange....

maybe Prem is getting scared and liquidating his position slowly.....leaving us small retail guys to hold the bag....

lets hope these shares go down more....i picked up only a small portion the first time around....nothing better than for the price to sink makes my job much much easier...

yupe they will need buyers.....essentially Sears may be better liquidated...problem is, who needs that much space?

i read the annual report and what berkowitz said....essentially, Sears its a cigar butt with undervalued real estate assets. they're trying to improve profits but can't really gain traction. They have a bunch of undervalued real estate that is likely worth more than stated gaap results.......at the end of the day, i still see profits from sears to be the most important driver and I have very little confidence on that front

JPM has benefited tremendously from the financial crisis....not only has their domestic share gone up but so has their investment banking/trading share ...i really should have loaded up at tangible book but I'm adding slowly from levels here.....WFS is good too but its trading at a 30% premium....

JD would not come off well to people in the government. I remember when i first started listening to JPM conference calls and I thought immediately "JD comes across as a real ahole". he isn't, he is just very passionate but most people won't stand around to discover the truth. If JD left JPM, i would seriously consider selling my shares.