Report archive



21 Jan 2014 Matrix Fund: Shopping for Discounted Stocks ( Portfolio )

David Katz, head of Matrix Advisors Value Fund, sees good things ahead for big banks and the energy sector.
21 Jan 2014 Bloomberg interview with Bill Gates ( Portfolio )

Microsoft founder and Chairman Bill Gates and Bloomberg LP founder Michael Bloomberg discuss poverty and philanthropy


18 Jan 2014 Bill Miller on WealthTrack (part 2) ( Portfolio )

Part 2 of an exclusive interview with Wall Street legends, Ed Hyman and Bill Miller! Where do both pros think there is the most money to be made this year? Hyman gives his “one free pass” for investors and Miller shares his two “no brainers.”


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 Group’s Ed Hyman, Wall Street’s number one ranked economist for 34 years running, is joined by Legg Mason’s 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.