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Dan Loeb just put the squeeze on Ackman and Tilson re: HLF. I present a chart of HLF since Tilson announced his own short in the stock and called Ackman's presentation on HLF the greatest piece of analysis he's ever seen...

Of course it matters. A newsletter writer sums up his year ... "we made a killing on XXX buying at $15 and selling at $30." Are you willing to declare this guy knows what he's talking about without knowing any other information? If you read his bullish article at $15, would you want to...

Read your JCP writeup on SA. http://seekingalpha.com/article/1042241-why-j-c-penney-stock-can-go-to-50-or-more-a-quantitative-analysis You disclose that "we are long JCP with a price target of $50" This is unfair to your readers. You should mention you have been long and wrong on the...

Doesn't compute. One of most expensive places on the planet, but you can get an apartment for $400/month? I couldn't find you a small apartment in the worst neighborhood in Philadelphia for $400.

NCT got a piece of the big BAC MSR sale yesterday. Did a secondary to raise money for the purchase and upped the size and the price! Also spinning off its Excess MSRs and will issue stock to investors. Stock has more than doubled in the last year and still cheap (assuming no RE crash). Even with...

Anybody with their nose completely up Berkshire's ass ought to pull it out and take a look at MKL which you can buy for book value after a cliff-dive on the ALTE acquisition announcement. MKL has blown away Berkshire's performance over the last 3 decades and, as far as I know, CIO Tom Gayner...

So let's get this straight: Berkshire raises the level at which it will do buybacks to 120% of BV, thereby allowing it to buy $1.2B in stock from a board member ahead of tax rates maybe going up next year (which Buffett has campaigned for)...

Treasury unloading rest of AIG stake. That's yahtzee for owners of the shares. Double yahtzee for owners of the warrants.:)

In news you won't find reported elsewhere on this thread: NXY +15% after approved for sale to CNOOC.:cool:

Why dividends and stock buybacks are important. Money in my pocket is money that can't be wasted by management looking to join bigger and more prestigious clubs. FCX just vaporized 20% of the stock's value in a deal that stinks to high heaven, but don't expect the SEC to turn away from...

Deleted. Not fair to be talking about such thinly traded stocks. Someone is sure to get burned, and I don't want to be responsible. :cool:

Buying a few mREIT preferreds this morning. I agree with and prepared for the sell-off in the common, but it spread to the pfd yesterday, which is laughable. Efficient markets?:p

Microsoft sale looking better and better after Sinofsky forced out. Stock is a sale until Ballmer goes (or changes radically).

Ackman on CNBC trying to have an unquestioned JCP commercial. Sad. https://twitter.com/KeithMcCullough/status/268326656677126144

JCP = Benjamin Button, now a college freshman again.

Covered $1.0426. Profitable, but if the aussie couldn't go down 100 pips today, it might never go down. Made my point at least. Anybody buying aussies because of the election was a full-blown idiot.

Shorting aussie dollars right here. $1.0452. I'm not saying I know the direction of AUD going forward, but who the hell is selling dollars just because BO won? What? Did they expect Romney to win and the Fed Funds rate to magically go up on Jan 21? The Fed runs the Oval Office, not the...

Zillow going whoosh. Best buy/sell combination I ever made. Period. If I was truly a great trader, I would have rushed to short all I could when I saw that pop-up ad on Tuesday night. Kiss of death.

Devastating news to the servicers, JPMorgan bought Met's $70B portfolio on Friday. Just maybe the banks aren't getting out of the business. I've got my chance to buy OCN or NSM or WAC, but the game may have changed. All are down double-digit percentages today. NCT doing fine, as servicing...

Using weakness in AIG today to get long. Buying the warrants, not the stock. Warrants are stupid cheap if the stocks does well.