bathtime

Thanks bonechip1, good watch!

Hmm, this seems brazen. Let us hope that Klarman announces that Walnut Place is the name of a low-income housing project funded by the settlement proceeds. Baupost was looking opportunistic on their investment to turn farmland into a limestone quarry : http://www.inthehills.ca/2009/09/back/melancthon/ I thought that Klarman operated at a higher ethical level than others on Wall Street, not so sure now.

10% per their latest presentation.

Anything is possible, but I have a hard time believing this would happen in an election year. It would be red meat for the Republican nominee to paint Obama as against jobs, domestic energy, etc.

Cool Microsoft vision of the future: http://www.kurzweilai.net/microsoft-offers-a-glimpse-into-the-future-of-productivity

Thanks, that was a great read. MHK selling for $43 now and he bought it at $58, perhaps a goo dbuy. CRI selling for near his purchase price.

Anyone buying BP? Can buy it at 15% less than Klarman. I'm wondering what the likelihood is of the dividend increasing dramatically once Macondo is in the rear view mirror. If the dividend was restored to its heights, the yield would be 9.2% (currently 4.6%). Based on S&P's projected 2012 earnings stock is trading at a forward P/E of 4. Book value is around $34/share I believe.

Ross, Do you know of a good link summarizing the Alere thesis? Always good to look at a Klarman stock on sale. I couldn't figure out exactly why Klarman bought ANV recently, so I didn't buy any, but it has far outperformed other gold stocks lately.

Here are employee reviews of Salesforce, in case it's useful: http://www.glassdoor.com/Reviews/Salesforce-com-Reviews-E11159.htm

I'm glad to see that some here own FTP, thanks for the useful input on it. I've been toying with taking a position at these prices, though it's hard to have missed the big run. In my research on the company I found this interesting transcript of Wasilenkoff testifying before the Canadian government. He talks about FTP's existing businesses, but it also gives a feel for his broader financial and intellectual acumen. http://www.parl.gc.ca/40/3/parlbus/commbus/senate/com-e/agri-e/07eva-e.htm?Language=E&Parl=40&Ses=3&comm_id=2 Rumors in the press now of FTP buying a mill from Domtar to convert to dissolving pulp. http://www.radio-canada.ca/regions/abitibi/2011/04/12/002-domtar-relance-lebel-sur-quevillon.shtml