Archive for November, 2012

Weekend reading

November 30, 2012 Leave a comment

Weschler Rise from Grace: Profile on Berkshire’s Ted Weschler

Hillary Clinton’s next move: Would be great to see her at the top in 2016

Bruce Berkowitz’s return to the top: The superb return after a dismal 2011

Bruce Berkowitz talk: Great to hear him come out and start talking

Categories: Reading

Investment opportunities

November 5, 2012 1 comment

This market is very interesting, there are a few compelling investment opportunities. Overall the market is not filled with many investments. The few that I’ve been looking at in the last few days: Western Union (good piece from Value Ground) and Pitney Bowes. Western Union is an extremely compelling company with the number one position in the market, number 2 is way far behind. Pitney Bowes is similar to WU and has a sweet 11% dividend yield.

Categories: Investment Idea

Weekend reading

November 2, 2012 Leave a comment

Bank of America turnaround reaches milestone: BAC has reached a huge milestone and set for a good 2013

What works on Wall Street: It comes down to one of the toughest physiological skill, discipline.

Categories: Reading