Why I sold off Lands' End and Woori Investment. Strategies The Absolute Returns portfolio’s new lineup
We've made some slight adjustments to the portfolio lineup. Strategies We’ve added Ocean Rig and Woori Finance to the portfolio, …
The Saks buyout offer undervalues the enterprise. Strategies Takeover play Saks still has strong upside potential
The private equity model delivers in this market environment. Strategies Our position in Blackstone looks like a winner
We're maintaining a moderate cash balance and seeking opportunities. Strategies We’ve used the stock rally to reposition our portfolio
We sold Porsche after price gains and cut our losses on Marchex. Strategies Why we dumped Porsche and Marchex from our model
The Hong Kong developer trades at an attractive discount. Strategies Why we added Cheung Kong Holdings to our model
With Ambase, we didn't see much in the way of future gains. Strategies Why we dumped Ambase from the Absolute Returns model
Genworth's plans to divest its Australian unit sometime in 2013 will create tremendous value for shareholders. Strategies Genworth Financial is one unloved stock. Precisely why we bought …
The three represent excellent risk reward propositions in the medium term. Strategies Vivendi, AmBase and Equal Energy appear poised for growth