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1 pt

More Berkowitz

 Jul 01, 2008 02:10 AM UTC
Return Risk
+11.77% LOW
Tracked Blogger
Symbol Sentiment Start Return Closed
SHLD n/a
LUK n/a
ACF n/a
AIG n/a

Graphic_arrow1 Via Todd Sullivan's ValuePlays:  

Bruce talks about Leucadia (LUK), Americredit (ACF), AIG (AIG) and the banks. Also, he goes into Sears Holdings (SHLD)

Berkowitz has the correct look at Sears, not just a retailer but a collection of successful entities that when monetized (it is happening), will provide returns.


Disclosure ("none" means no position):Long SHLD, None

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Continued at Todd Sullivan's ValuePlays






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ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 11.64 +15.11% 15
2 11.28 +19.14% 52
3 10.31 +20.63% 163
4 9.63 +18.49% 1
5 8.91 +19.68% 21


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