Guest ValueCarl Posted May 13, 2011 Share Posted May 13, 2011 http://www.sec.gov/Archives/edgar/data/915191/000095012311050109/o70890ae13fvhr.txt Link to comment Share on other sites More sharing options...
A_Hamilton Posted May 13, 2011 Share Posted May 13, 2011 Very few changes here. Boston Properties holding of $5 million is gone. Biggest change I see is the reduction in the JNJ stake by ~1.5 million shares. Link to comment Share on other sites More sharing options...
vinod1 Posted May 13, 2011 Share Posted May 13, 2011 Anyone know what type of investment FFH has in Intel? It looks like its value is about $1 per share/unit and it is not a call or put, so what can it be? Thanks Vinod Link to comment Share on other sites More sharing options...
StubbleJumper Posted May 13, 2011 Share Posted May 13, 2011 Interesting. They seem to have bought some USG. It's definitely cheap compared to peak earnings, or top-of-cycle earnings, but how long will it take to get the volumes back? So, they're hedging equities, and have taken a deflation-biased stance, but they bought USG? Strange. SJ Link to comment Share on other sites More sharing options...
A_Hamilton Posted May 13, 2011 Share Posted May 13, 2011 SJ-They've owned USG for a time now. Seems to be a similar play to Abitibi...USG is the low cost producer... Vinod-The holding in Intel is a convertible bond. -A. Hamilton Link to comment Share on other sites More sharing options...
Parsad Posted May 13, 2011 Share Posted May 13, 2011 There are some changes...perhaps small...but still they are changes: Abitibi: +3.8M shares Boston Property: Preferred notes gone Citigroup: +30K shares Creseud: -200K shares JNJ: -1.7M shares Old Republic: +10K shares Stewart Enterprises: -3.2M shares Cheers! Link to comment Share on other sites More sharing options...
Myth465 Posted May 13, 2011 Share Posted May 13, 2011 http://www.dataroma.com/m/holdings.php?m=FFH Interesting. Link to comment Share on other sites More sharing options...
vinod1 Posted May 14, 2011 Share Posted May 14, 2011 SJ-They've owned USG for a time now. Seems to be a similar play to Abitibi...USG is the low cost producer... Vinod-The holding in Intel is a convertible bond. -A. Hamilton Thank you! Link to comment Share on other sites More sharing options...
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