Brian Skally – Smarter Investing

Why I sold off Lands' End and Woori Investment.

The Absolute Returns portfolio’s new lineup

We've made some slight adjustments to the portfolio lineup.

The Saks buyout offer undervalues the enterprise.

The private equity model delivers in this market environment.

We're maintaining a moderate cash balance and seeking opportunities.

We sold Porsche after price gains and cut our losses on Marchex.

The Hong Kong developer trades at an attractive discount.

With Ambase, we didn't see much in the way of future gains.

Genworth's plans to divest its Australian unit sometime in 2013 will create tremendous value for shareholders.

The three represent excellent risk reward propositions in the medium term.