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FFH 13F is Out(3/31/2011)

Guest ValueCarl

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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? 





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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



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