From Value Investing News:
Sham Gad : Has Eddie Lampert Lost His Touch?
Consider the following scenario: A great company faces a languishing stock price. A few quarters of managerial efforts fail to revive profits. The stock continues to decline. As a result, the CEO is ostracized for having lost his ability. Sound all too familiar?"Motley Fool
American Eagle Stock Report(AEO)Interesting Article On American Eagle Outfitters. I should disclose that I have a postion in AEO Jan 2010 Calls. College Analysts
From Value Plays:
MBIA Dismisses Ackman: Got A Better Idea?
The bottom line is they have no plan. What they are waiting for is a State or Federal bailout. They have been "talking" to insurance regulators for months now and nothing has been forthcoming from them. There has been no plan, only stonewalling.
They have dismissed plans from Berkshire Hathaway's (BRK.A) Warren Buffett and now Bill Ackman. Wilbur Ross has stated he was interested in investing in them but talks with management have gone nowhere."
Enjoy!
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