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
50 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.