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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (29894)	3/19/2008 2:26:16 PM
From: Jurgis Bekepuris	Read Replies (1) of 78652

Marty Whitman and Third Avenue just released their quarterly reports for Q ending Jan 2008. Marty has bought a lot of MBIA, Ambac and their bonds. He has a pretty detailed writeup arguing against the bear case on the monolines. He has also acquired a bunch of CIT, LM and other company stocks. I continue to hold small positions in TAVFX and TAVIX.

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