Keeping up tradition from the last quarter, below is a list of 5 stocks that were added to the portfolio's that I watch. These are either potentially interesting investments or just companies to keep an eye on. 1. Sears Holdings (::yahoo("SHLD")::) — Fairholme Fund, Pabrai Investments, Pershing Square — More super-investors realizing that Sears isn't your traditional retail investment. Real estate and brand liquidation values provide downside protection (as opposed to being Lampert's "strategy" as some claim). There are many possibilities for upside, but here are a few: (1) The sale or monetization of coveted assets; (2) A successful turnaround of the retail stores; (3) The allocation of capital from poor-performing cash generators (Kmart) to higher return divisions (Lands End) or new investments.
5 Interesting 13F Buys (Q4-07)
5 Interesting 13F Buys (Q4-07)
5 Interesting 13F Buys (Q4-07)
Keeping up tradition from the last quarter, below is a list of 5 stocks that were added to the portfolio's that I watch. These are either potentially interesting investments or just companies to keep an eye on. 1. Sears Holdings (::yahoo("SHLD")::) — Fairholme Fund, Pabrai Investments, Pershing Square — More super-investors realizing that Sears isn't your traditional retail investment. Real estate and brand liquidation values provide downside protection (as opposed to being Lampert's "strategy" as some claim). There are many possibilities for upside, but here are a few: (1) The sale or monetization of coveted assets; (2) A successful turnaround of the retail stores; (3) The allocation of capital from poor-performing cash generators (Kmart) to higher return divisions (Lands End) or new investments.