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Monthly Alert -- May, 2008

Real Time Picks: (Upgrade to Premium Membership to access Real Time Picks)

  1. Ian Cumming trades on 2008-04-25
  2. Mohnish Pabrai trades on 2008-04-23
  3. Arnold Van Den Berg trades on 2008-04-15
  4. HOTCHKIS & WILEY trades on 2008-04-17
  5. Wallace Weitz trades on 2008-04-15
  6. Bill Ackman trades on 2008-04-15

Stock Update of the Month:



  1. Brian Rogers (updated on 2008-04-17)
    Buy: UBS($35.5), EBAY($28.1), BAC($39.4), More ...
    Sell: DD($45.1), BAX($59.5), BSX($12.3), More ...

Top Insider Buys of This Month:

  1. HRB: 2,000,000 sh at $21.75
  2. CNB: 1,000,000 sh at $8
  3. CHK: 500,000 sh at $45.75
  4. PM: 130,100 sh at $50.42

Recommended Readings:

  1. George Soros: The Financial Crisis: An Interview with George Soros
  2. Ronald Muhlenkamp: We may have passed the point of maximum pain in the debt and equity markets.
  3. Bill Miller: "You mean, your deferred outperformance"
  4. Richard Pzena: The Opportunity Has Grown
  5. Dodge & Cox: We believe that significant investment opportunities are being created
  6. Ian Cumming: Leucadia 2007 Letter to Shareholders: On the bright side, opportunities for courageous investors should abound


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