BargainValueHunter

Sorry if link has been posted elsewhere: http://seekingalpha.com/article/1339551-blackberry-and-sandridge-doomed-ask-prem-watsa-and-sanjeev-parsad

Ventas, Inc. (NYSE:VTR) http://www.forbes.com/sites/greatspeculations/2013/03/18/danger-zone-3182013-ventas-inc-vtr/ Current price: $76.15 http://finviz.com/chart.ashx?t=VTR&ty=c&ta=1&p=d&s=l

Good call. Also this video sums up Japan's unsolvable problem rather nicely.

HLF halted right out of the gate. After JCP debacle yesterday Icahn could be going in for the kill. EDIT: Nope...Auditor resigns.

http://www.loews.com/our-story/value-investing/ http://www.loews.com/wp-content/uploads/2013/01/Lotta-Value1.jpg Check out the first episode: http://www.youtube.com/watch?feature=player_embedded&v=1yU92EspNhk

Factset Buyback Quarterly: http://www.factset.com/websitefiles/PDFs/buyback/buyback_12.20.12 http://www.factset.com/websitefiles/PDFs/buyback/buyback_4.2.13

Michael Weinstock has everybody beat (even the "Megamind of Miami"): http://www.insidermonkey.com/hedge-fund/monarch+alternative+capital/287/

http://blogs.marketwatch.com/energy-ticker/2013/04/01/quicksilver-shares-shoot-higher-on-barnett-shale-sale/ From Seeking Alpha:

Man, those comments under the article are harsh. Tough crowd!

I'd put my money on what it is that the Baby Boomers are going to do for the next 10 years. ...and that IMHO is to buy yield wherever they can find it.

The common squeaks out another 50% gain today but the danger is that with one swipe of its collective hand Congress can just wipe you out. Even the mere mention of an "overhaul" sliced the preferreds in half not too long ago. Be careful.

http://www.businessinsider.com/kyle-bass-talks-to-japan-counterparty-2013-3 Compare the above quoted with page 58 and page 59 of Michael Lewis' "The Big Short". Yes CDS on subprime U.S. mortgage bonds and Japanese government 10 year bonds are not the same thing but... Perhaps...finally...something may be happening.

The girls are taking over equity investing!! ;) http://www.cnbc.com/id/100555136 http://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2013/03/14/100555149-Rachel-Kelly.240x160.jpg?v=1363296840

1. Amazon 2. High Yield (Junk) 3. JGBs 4. HLF (Just Kidding!) 4. NFLX 5. Direxion 3X ETFs trending near 52 week highs

Some guys at my job like to "play" the market. I don't talk about stocks with them usually but they know I research stocks as a "hobby". So as the market has headed up they've become more talkative. I broke down and got into a conversation with them and they wanted to know which stocks I thought were "hot". I tried to explain that my interests lie with fundamental operating performance, earnings power, business moats, etc. My co-workers had no idea what I was talking about and just wanted to know what I thought about the price action in Facebook and Zynga. I've gone back to keeping out of the conversation.

...Now compare the results of Loews' capital allocation since 2011. Loews BPS versus S&P 500 (Total return) http://4.bp.blogspot.com/-bse8-T7I3Dc/UTjXXpbQ3_I/AAAAAAAAB2k/8w7D3KoDDeM/s640/aaal+5.JPG Taken from another good write-up/ update by The Brooklyn Investor: http://brooklyninvestor.blogspot.com/2013/03/loews-adjusted-book-value-update.html http://2.bp.blogspot.com/-AAl3RQ45OkY/UTjXMl3qK4I/AAAAAAAAB2M/thDR4MDK85s/s640/aaal+2.JPG

She is actually quite impressive: www.youtube.com/watch?v=vDbIn6Erk4Y http://www.bloomberg.com/news/2010-04-26/alwaleed-holds-wallet-with-warren-buffett-as-princely-riches-incur-setback.html http://www.bloomberg.com/image/i__TLvF_aLkc.jpg

Lampert continues to remove shares from the public float... http://seekingalpha.com/article/1246711-sears-holdings-corp-finds-a-strong-investor-in-ceo-lampert?source=feed

...and over two years later (deep into a cyclical bull market) Francis Chou is still finding value: http://2.bp.blogspot.com/-5D5oqdmEd6Y/UTVy13XVPmI/AAAAAAAAJLg/ffSDt-JV-Q8/s1600/Francis-Chou-Chou-Associates-Q4-2012-Update.jpg credit: onefamilysblog dot com

So the "value" seems to be in being short the bubble. Is there a doctor in the house? ;) http://www.entmoney.com/wp-content/uploads/2011/07/wall-street-profiteers1.jpeg

I've been hearing about China's RE bubble for three years now. http://www.coverjunkie.com/uploads/1319155062.jpg But I've also heard the theory that since a large part of each retail real estate purchase is made with cash (instead of good ol' American style no money down, interest only, blah, blah blah...) there really is no bubble. http://www.cbsnews.com/video/watch/?id=50142079n What do you think?

http://blogs.barrons.com/focusonfunds/2013/03/01/buffett-puts-prospered-in-2012/?mod=BOL_hpp_blog_fof

http://www.benzinga.com/analyst-ratings/analyst-color/13/02/3348159/update-jp-morgan-upgrades-visteon-corporation-to-overwei

Northfield? Interesting...thanks!

Fortress, Sears Holdings, AIG and other companies have been mentioned here as those that may be worth more broken up than the current stock price reflects. Are there any others that you feel currently trade for less than the sum of their parts?