The current sell-off in the stock market is presenting a second opportunity to buy the publicly traded private equity firms.
Monthly Archives: October 2011
51 posts
the entity that matters most to the mREITS industry is the Fed, and we think a continuing policy of low short-term rates will allow them to arbitrage quite profitably.
I've been adding to the position in my portfolio as the stock trades at a fraction of tangible book value.
The company has messed up badly, but I think this is now a splendid opportunity to buy one of the premier stocks of the next decade.
The well-documented missteps at Hewlett Packard provided us with what we feel is an opportunity to buy shares in a company that remains competitive in most of its business lines, generates a lot of free cash flow, and has a sterling balance sheet.
PetSmart (PETM) remains strong as Americans resist cutting back their purchases for Fido during any recession.
The global financial system is being tested again, which means that opportunities are likely to present themselves.