Report archive



13 Jan 2014 Steven Romick's list of short positions ( Portfolio )

Short stocks as of 31 Dec 2013

AVB      AVALONBAY COMMUNITIES
BTE_CN      BAYTEX ENERGY CORP.
CPG_CN      CRESCENT POINT ENERGY CORP.
ESS      ESSEX PROPERTY TRUST
ESRX      EXPRESS SCRIPTS, INC.
FRT      FEDERAL REALTY INVESTMEMT TRUST
HCP      HCP, INC.
HPT      HOSPITALITY PROPERTIES TRUST
PMC      PHARMERICA
PBI      PITNEY BOWES INC.
VTR      VENTAS

11 Jan 2014 Bill Miller on WealthTrack ( Portfolio )

Two investing legends come together in an exclusive television interview this week! ISI Groupís Ed Hyman, Wall Streetís number one ranked economist for 34 years running, is joined by Legg Masonís history-making portfolio manager Bill Miller to discuss their top investment forecasts and strategies for 2014.


09 Jan 2014 Baupost reports 17.93% stake in Kindred Biosciences ( Portfolio )

13G filing shows ownership of 2.9 million shares of the animal health company.
04 Jan 2014 Tom Russo & Wally Weitz on WealthTrack ( Portfolio )

An exclusive get-together with two outstanding value investors! Wally Weitz, whose flagship Weitz Partners Value Fund is celebrating its thirty year anniversary, and Tom Russo, with his market-beating Semper Vic Partners Fund, will discuss the different places each is finding value and why Warren Buffet is their investment hero.


03 Jan 2014 Value Investor Insight ( Portfolio )

Winning investment cultures arenít easily passed to the next generation, though Jean-Marie Eveillard appears to have done just that at First Eagle...
02 Jan 2014 Berkshire converts USG notes to stock ( Portfolio )

Berkshire Hathaway acquired a total of 21,388,597 shares of Common Stock upon electing to convert into Common Stock certain 10% Contingent Convertible Senior Notes due 2018 of USG held in the aggregate principal amount of $243,830,000.

The conversion increases Berkshire's stake in USG to 43.4 million shares or 30.5% of the company.