[* Death to Keyboards & Monitors: The OmniTouch]

Cool Microsoft vision of the future:

 

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

[AltaRock?]

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.

[What did everyone buy today?]

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.

[Mr. Market The Bucking Bronco]

I've been buying BAC Class A Warrants. And some BAC common today. (I got the common at 7.40, market timer I am not)

 

I've also been buying Alere (ALR) which is Klarman's 4th largest stock holding.  ALR has been on my watch list since last December and has never been quite cheap enough for me. Now it's trading at a 7.8 P/E. $22.57 is cheaper than Baupost bought the stock; so at least you know it passed Klarman's FOS.

 

http://www.dataroma.com/m/holdings.php?m=BAUPOST

 

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.

[Nortel Accounting All Over Again!]

Here are employee reviews of Salesforce, in case it's useful:

 

http://www.glassdoor.com/Reviews/Salesforce-com-Reviews-E11159.htm

[Who are the owner managers to own for the next 20 years?]

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