Month

August 2012
For those of you that would like to go back in time to the late 90’s when optimism was rampant, one need not look further than the current valuation of Salesforce.com (CRM).  Below is a link to our most recent research report on the company and I hope that you enjoy! http://seekingalpha.com/article/838491-salesforce-com-s-valuation-brings-back-memories-of-1999 INVESTING IN THE...
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Always one of my favorite shareholder letters, here is Third Avenue’s latest.  Enjoy! http://www.thirdave.com/ta/documents/reports/TAF%203Q2012%20Shareholder%20Letters.pdf INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Bill Ackman appears to be shedding some light on what is really going on with General Growth Properties (GGP).  Respected real estate investors Brookfield Asset Management (BAM) seems to be attempting to buy GGP outright pending financing, but has been unable to do so while Simon Property Group (SPG) has shown interest in the past...
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It looks like M&T Bank (MTB) pulled off a very attractive acquisition of Hudson City (HCBK).  The acquisition will be accretive to capital ratios, tangible book, and GAAP operating earnings per share.  The low interest rate environment has hurt Hudson City but this acquisition will fill a whole in M&T Bank’s regional footprint.  I think...
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This was a really entertaining article about Warren Buffett and Charlie Munger’s investment in Sees Candies. It gives a glimmer into the lives of these two incredible people who show few signs of slowing down. http://management.fortune.cnn.com/2012/08/22/buffett-munger-berkshire/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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http://seekingalpha.com/article/825191-plug-your-nose-and-buy-hewlett-packard INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Dell reported disappointing earnings yesterday and the business is undergoing radical changes.  While we acknowledge these headwinds the valuation makes this hiccup an attractive entry point.  I hope that you enjoy the article: http://seekingalpha.com/article/821201-dell-s-stumble-offers-an-attractive-entry-point INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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The Standard & Poors GSCI gauge of 24 raw materials has jumped 21% from this years low and is now officially in bull market territory.  The rally has mostly been motivated through the terrible drought affecting crops across the United States. This increase in prices could boost inflation and crimp profits for companies dependent upon...
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Jefferies (JEF) is up nicely today off of a recommendation form Dick Bove of Rochdale Securities LLC.  Jefferies recent deal to help save Knight Capital Group (KCG) is a potential goldmine for Jefferies, and the mid-tier investment bank has been performing quite well in comparison with competitors.  The current valuation for Jefferies is very attractive...
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Whole Foods Market Inc. (WFM) continues to experience robust growth as the shift away from regular grocery stores continues.  Whole Foods is obviously on the high end while the Super Stores such as Target and Wal Mart are continuously expanding their offerings to take business from the likes of Supervalu and Kroger.  Obviously this is...
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