m*z
发帖数: 2356 | 1 SD
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-16 Buy 3310300 $5.1
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-12 Buy 2840500 $5.16
TIPTON TODD N. EVP - Exploration 2010-11-09 Buy 8000 $5.16
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-09 Buy 1230200 $5.15
AIG
FAIRHOLME CAPITAL MANAGEMENT L 10% Owner 2010-11-16 Buy 1073100 $41.98
FAIRHOLME CAPITAL MANAGEMENT L 10% Owner 2010-11-12 Buy 642600 $41.98
FAIRHOLME CAPITAL MANAG... 阅读全帖 |
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y*****l
发帖数: 5997 | 2 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: mmz (葱爆), 信区: Stockcafeteria
标 题: 【Insider Buy】SD AIG
发信站: BBS 未名空间站 (Wed Nov 17 19:40:54 2010, 美东)
SD
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-16 Buy 3310300 $5.1
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-12 Buy 2840500 $5.16
TIPTON TODD N. EVP - Exploration 2010-11-09 Buy 8000 $5.16
FAIRFAX FINANCIAL HOLDINGS LTD 10% Owner 2010-11-09 Buy 1230200 $5.15
AIG
FAIRHOLME CAPITAL MANAGEMENT ... 阅读全帖 |
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x**8
发帖数: 1165 | 3 Thoughts On The AIG Ruling And The Implications For Fannie Mae
Jun. 24, 2015 4:42 AM ET | 22 comments | About: American International Group
Inc (AIG), FNMA
Disclosure: I am/we are long FNMA. (More...)
Summary
The AIG trial court has ruled that the government taking AIG Equity was an
illegal exaction but that shareholders are not entitled to damages.
The ruling, while for the government on damages, sets out a road map for
reversal.
Fannie Mae shareholders who owned shares when the net worth sweep... 阅读全帖 |
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j****i
发帖数: 742 | 4 Court Grants Fairholme’s Discovery Motion in Fannie, Fred
http://blogs.wsj.com/moneybeat/2014/02/26/court-grants-fairholm
“Today’s decision by Judge Sweeney is a positive development for taxpayers
, homeowners, and investors. We hope this accelerates exploration of a
consensual solution,” said Mr. Berkowitz. |
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W***n
发帖数: 11530 | 5 A Third-Quarter Mutual Fund Scorecard
By Christine Benz | 09-30-15 | 06:00 AM | Email Article
After remarkably smooth sailing for six-plus years, many investors had been
bracing themselves for volatility. They got it in the third quarter of 2015,
when a broad swath of investment types--especially stocks--took a tumble.
Worries over global growth, especially in emerging markets, was the key
catalyst for the sell-off. Although stocks had started to look shaky earlier
in the quarter, the Federal Re... 阅读全帖 |
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t*******o
发帖数: 1464 | 7 来自主题: _pennystock版 - MPET 说起insider
Weekly CFO Buys Highlight
May. 29, 2010 | Filed Under: BWEN , SATC , CAMP , ASTM , ZAGG , CMCSA ,
MPET
http://www.gurufocus.com/news.php?id=95997
According to GuruFocus Insider Data, the largest CFO buys during the past
week were Magellan Petroleum Corp. (MPET), Comcast Corp. (CMCSA), Zagg Inc.
(ZAGG), Aastrom Biosciences Inc. (ASTM), CalAmp Corp. (CAMP), SatCon
Technology Corp. (SATC), and Broadwind Energy Inc. (BWEN)
Controller / Interim CFO of Magellan Petroleum Corp. (MPET) Susan ... 阅读全帖 |
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k****u
发帖数: 1686 | 8 去澳洲买房并非都是土豪 房贷政策也引来普通人
2015年04月16日 07:55 南方都市报 微博 我有话说 收藏本文
被中国买家买下顶层公寓的墨尔本“澳大利亚108”效果图。被中国买家买下顶层公寓
的墨尔本“澳大利亚108”效果图。
←←悉尼锡福斯区7 0 0多万澳元水岸住宅室内图。←←悉尼锡福斯区7 0 0多万澳元水
岸住宅室内图。
←“澳大利亚10 8”顶层公寓室内效果图。网络图片←“澳大利亚10 8”顶层公寓室内
效果图。网络图片
去澳洲买房的并非都是土豪
中国买家连创当地房价纪录的同时，当地房贷政策也诱惑着普通人
南都记者舒朗
4月13日下午，澳大利亚当地媒体报道，一位来自中国香港的买家以超过700万澳元
(约合人民币(6.1962, -0.0090, -0.15%)1880万元)的价格，买下悉尼锡福斯区一座带
有码头的水岸豪宅，创造了该区今年以来住宅价格新高。这也是一星期内澳洲媒体报道
的第二个在当地创造了交易纪录的中国买家。
自2013年以来，中国买家刷新澳洲房产价格纪录的消息不断出现。2013年，悉尼皮
蓬角一处名为A ltona的豪宅以5200万澳元的价格卖... 阅读全帖 |
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l****z
发帖数: 29846 | 9 2008年9月，美国政府为不断下沉的金融系统打上各种各样的临时补丁，比如向银行注
资，又比如为保险公司美国国际集团(American International Group Inc.)提供救助
。在时任财政部长鲍尔森(Henry Paulson)看来，这些措施没有哪一条比拯救房贷巨头
房利美(Fannie Mae)、房地美(Freddie Mac)更加紧迫。
鲍尔森最近接受采访说，那是我们为防止灾难——真正的灾难——发生而做的最重要的
事情，但没想到五年之后，我们似乎一无所成。
房利美和房地美仍然是金融危机之后最大的烂尾工程。随着创纪录的利润取代巨额亏损
，一些人现在提出了疑问：面子上的改变能不能取代五年前计划的、对这两家公司更为
彻底的改革？
这些利润甚至让房利美（两房中较大的一家）在一定程度上恢复了往日的自负。在一段
宣传连续盈利成绩的网络视频中，房利美声称它将“改变未来几代人的安家体验”。截
至今年2月底，房利美拥有员工大约7,200名，多于接受救助时的5,800名左右。
奥巴马政府、国会领导人和金融行业全都坚持认为，房利美、房地美必须改变。但具体
怎样改变或取代？事实证明，想清... 阅读全帖 |
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h*****9
发帖数: 6643 | 10 稀婆的背后是巴非特，Soros， 高盛
床爷的背后：Carl Icahn, John Paulson 等
Here are some of the notable donors to Trump Victory, one of the joint
fundraising committees for Trump and the GOP:
Billionaire casino magnate Sheldon Adelson and his wife Miriam both
contributed nearly $250,000 to the committee in August. Adelson, a large
Republican donor, had been hesitant to back Trump earlier in the election
cycle.
Activist investor Carl Icahn, who has defended Trump's comments about women,
gave $150,000 in September.
Ene... 阅读全帖 |
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s********u
发帖数: 1054 | 11 Fairholme Fund, (FAIRX) 不在FIDELITY， 不过它的MANAGER BRUCE BERKOWITZ 是比
较生猛的。 MORNINGSTAR 选的DECADE 最佳FUND MANAGER。 FAIRX 最近把75%的
HOLDING 放到FINANCIAL SECTOR 里面去了。 你要不试一下这家。 |
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g********t
发帖数: 168 | 12 直接在fairholme开户可以免transaction fee，但是太麻烦了，他家还不能ACH。 |
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K**********i
发帖数: 22099 | 13 【 以下文字转载自 USANews 讨论区 】
发信人: lczlcz (lcz), 信区: USANews
标 题: 金融危机：五年之后 “两房”烂尾
发信站: BBS 未名空间站 (Wed Sep 11 12:54:31 2013, 美东)
2008年9月，美国政府为不断下沉的金融系统打上各种各样的临时补丁，比如向银行注
资，又比如为保险公司美国国际集团(American International Group Inc.)提供救助
。在时任财政部长鲍尔森(Henry Paulson)看来，这些措施没有哪一条比拯救房贷巨头
房利美(Fannie Mae)、房地美(Freddie Mac)更加紧迫。
鲍尔森最近接受采访说，那是我们为防止灾难——真正的灾难——发生而做的最重要的
事情，但没想到五年之后，我们似乎一无所成。
房利美和房地美仍然是金融危机之后最大的烂尾工程。随着创纪录的利润取代巨额亏损
，一些人现在提出了疑问：面子上的改变能不能取代五年前计划的、对这两家公司更为
彻底的改革？
这些利润甚至让房利美（两房中较大的一家）在一定程度上恢复了往日的自负。在一段
宣传连续盈利成绩的网... 阅读全帖 |
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d*******d
发帖数: 2050 | 14 emmm, i have quite something in fairholme.
on |
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s****i
发帖数: 261 | 15 其实看到网上一篇介绍才由此想法，里面提了好多基金，例如
Fairholme
Kinetics Paradigm
Permanent Portfolio
Fidelity Select Medical Equip/Systems |
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r********4
发帖数: 280 | 16 Pls check who are holding the stock: the government, fairholme funds, UBS...
. |
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f********t
发帖数: 117 | 17 Fairholme Capital Management is institutional investor, not management.
Insiders usually file Form 4. institutions file 13 D/G/Fs if they trips 5%.
it increased its AIg position in the past months and recently. now it owns
20%+ of AIGs float. |
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g**********2
发帖数: 2408 | 18 本文的作者马克·塞勒尔是对冲基金Sellers Capital Fund创始人，曾在晨星担任首席
股权战略师，这是他2008年在哈佛所做演讲。其对真正做好投资所需要的特质阐述太精
辟了，拜读再三，百看不厌。纵然做不了巴菲特、成不了索罗斯，但是投资之道相近，
持续财富积累之路相同，就算N012，金钱也无眠。高山仰止，景行行止，虽不能至，心
向往之。
作者：马克·塞勒尔
我即将告诉你们的是：我不是来教你们怎样成为一个伟大投资者的。相反，我是来告
诉你们，为何你们中只有极少人敢奢望成为这样的人。如果你花了足够的时间去研究查
理·芒格、沃伦·巴菲特、布鲁斯·博克维茨、比尔·米勒、埃迪·兰伯特和比尔·阿
克曼等投资界巨子，你们就会明白我是什么意思。
我知道这里的每一个人都有超越常人的智力，并且是经过艰苦的努力才达到今天的水
平。你们是聪明人中最聪明的人。不过，即便我今天说的其他东西你们都没听进去，至
少应该记住一件事：你们几乎已经没有机会成为一个伟大的投资者。你们只有非常、非
常低的可能性，比如2%，甚至更少。这已经考虑到你们都是高智商且工作努力的人，并
且很快就能从这个国家最顶级的商学院之一拿... 阅读全帖 |
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M*******n
发帖数: 415 | 19 知道为什么涨吧？这两天多少股低价被这大鳄鱼吞了。
Fairholme Fund May Increase Bet on Fannie, Freddie
Manager Bruce Berkowitz believes Fannie and Freddie are undervalued. |
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l*********m
发帖数: 16971 | 20 By AL YOON, JACOB BUNGE AND NICK TIMIRAOSAl Yoon
Updated Nov. 7, 2013 3:40 p.m. ET
Trading in thousands of unlisted shares, including the government-backed
mortgage companies Fannie Mae FNMA +4.78% and Freddie Mac, FMCC +2.71% was
frozen for more than five hours Thursday after a "connectivity issue"
knocked out stock quotes at online-quotations company OTC Markets Group Inc.
OTCM -0.64%
The outage prevented the New York company from opening trading Thursday
until 3 p.m. EST.
OTC Markets provid... 阅读全帖 |
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m******u
发帖数: 431 | 21 FNMA, FMCC, and FNMAS look bright |
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e*****r
发帖数: 108 | 23 Update
这帮人真的按照原定时间4月9号去游行示威了，LOL
Fannie, Freddie shareholders lobby against U.S. housing reform bill
By Margaret Chadbourn
Related Stories
WASHINGTON, April 9 (Reuters) - A coalition of investors in Fannie Mae and
Freddie Mac on Wednesday launched an effort to stop Congress from moving
ahead with a U.S. housing finance reform bill, arguing it would deny them a
fair share in any remaining value in the two companies.
The new tax-exempt group, Investors Unite, said it wants to protect the
rights of... 阅读全帖 |
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g*****e
发帖数: 766 | 24 1.在Kabaloch野营一天，好不容易reserve到一个site，上面显示可以最多八个人，一
个8x10的tent，但是这样似乎很挤，8x10的帐篷住两个大人，两个老人加两个小娃不太
睡得好。我看了那个site的照片，看起来不小，我打算另外再搞一个小点的帐篷，这样
ranger会干涉吗？
2.第二天打算在lake crescent继续camping，那个FairHolm Campground只能first in
first serve,不知道周日中午到的话一般会不会有位子呢？然后这两天洗澡的话，是否
值得专门去一下Sol Duc那个温泉去洗。
3.从Mt. Rainier到Columbia River Gorge, 是开回到5号路回来好开，还是直接走之间
的山路NF25,请问这段路漂亮吗？好开吗？那个Gorge值得专门去一下吗？还是一家人找
个mall购物算了？
非常感谢。 |
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W********T
发帖数: 88 | 25 初步计划
D1 Seattle
Downtown, Visitor Center
Pike Place Market
Pioneer Square, Elliott Bay Book Company
D2 Seattle----Olympic NP 2.5hour
Mountain:
45-minute drive from Port Angeles to Hurricane Ridge, Hurricane Hill Trail
3miles
Lake Crescent, camp at Fairholme
D3 Forest
3-hour drive to Hoh Rain Forest, Hall of Mosses Trail 0.8mile, Spruce Nature
Trail 1.2mile
camp at Hoh
D4 Beach
Rialto Beach, Hole in the Wall
Second Beach, sea stack 0.7mile
Camp at Kalaloch
D5 Olympic NP----Seattle 2.5hour
Se... 阅读全帖 |
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r********4
发帖数: 280 | 27 FAIRHOLME CAPITAL MANAGEMENT is keeping adding more and more shares, now it
may occupy more than 28% of AIG shares. But it's lots of uncertainty ahead
for AIG. Especially government is going to take 92% of total share, it means
current total share number will be doubled soon. I think it is good to add
shares after the dilution rather before dilution occurs. I am not quite
understand his action. Anybody can offer your opinion? THX. |
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