Posted by Davy on May 16th, 2008 in Gurus

Bruce Berkowitz and his team at Fairholme have been keeping busy with several new additions. Quick thoughts: I am not sure if my scripts are handling the options correctly but since the options have the same CUSPID as the underlying stock, it is hard to tell which options the manager(s) are holding. Berkowitz has call [...]

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Posted by Davy on November 17th, 2007 in Enlightened-American Portfolio, Stock Research

Now that the portfolio page is updated, I can mention that I sold Johnson & Johnson (JNJ) earlier this month (check the portfolio page for details). We made a small gain on it but mostly it was a portfolio allocation and strategy issue. My girlfriend actually made the call to sell (I do all of [...]

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