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Submit your questions to Paul Sonkin of Hummingbird

February 24, 2010 | About: IWN +0% IWO +0% IWC +0%
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I will be interviewing Paul Sonkin of Hummingbird this Monday. I will be posting the interview on GuruFocus afterwards.

For anyone who has any questions, please submit them here or via email

jacobwolinsky(at)gmail.com with Paul Sonkin in the subject line

Some people have trouble finding his holdings. Here is the link for any one who wants to ask about specific stocks he owns

http://www.secinfo.com/$/SEC/Name.asp?M=the+hummingbird+value+fund,+lp

Please respond before monday and obviously the sooner the better.

P.S. Thanks for all the questions for the Whitney Tilson interview. It is so far an excellent interview which we will be continuing tomorrow. After he reviews the text i will post it immediately on gurufocus.

About the author:

My investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT)gmail.com and my blog is www.valuewalk.com

Visit Jacob Wolinsky's Website

Tickers in the article:


Download guru portfolio report (PDF format):

Paul SonkinDownload Guru portfolio report
Paul Sonkin (Updated on 05/23/2013)

What Worked in the Stock Market for Long-Term Investors?

Extensive research has found that the companies with predictable revenues and earnings outperform the market average; they also suffer lower probability of loss. As a matter of fact, this kind of companies are exactly what Warren Buffett wants to buy and hold forever. Please read the research about what worked in the stock market:

Part I: What worked in the market from 1998-2008? Part I: Predictability Rank
Part II: Role of Valuations
Part III: Intrinsic Value, Discounted Cash Flow and Margin of Safety


Rating: 4.7/5 (7 votes)

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Comments

go_loe
Go_loe - 3 years ago
What is his view on one of his biggest holdings Fortress international group(FIGI) since the stock price/balance sheet assets value plummeted from his purchase? Does he thinks the management is doing a reasonable job?
J Edward
J Edward - 3 years ago
Thanks for conducting the interview. I would also be interested to hear his latest thoughts on Fortress International.
owen.bernard.ii
Owen.bernard.ii - 3 years ago
Electronic Systems Technology Inc. (ELST)

I found this company through a screen I built searching for companies selling below net cash. I sat down and looked through the companies past 10k over the last ten years and found enough information on the company to take a position. I don't mind the volatility as it allows me to purchase more of the company. With Ben Graham's chapter on shareholder management relationship in mind, What is your opinion as to a fair approach of going about a reconciliation toward the company's intrinsic value from the markets current valuation? I debated back and forth between a share buy back program using cash on hand and future cash flow and/or setting a dividend that is proportionate to the company's liquidating value. At the company's current pace of holding cash and using it for purchasing certificates of deposit, I do not see it as being a good allocation of capital, though having some cash is good as it has helped the company going into the recession there is some excess cash that should be better allocated.

Thank you for your time and your suggestions if any.

Regards Owen

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