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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (46214)1/17/2012 5:52:24 PM
From: E_K_S  Read Replies (1) of 78753
 
Hi Paul - From the link provided, its hard to know what individual stocks IEP actually own. Looking at the PDF link you provided, the IEP report contains a summary of the business categories they own (ie. rail cars, metals) but not too many specifics on the individual companies (other than Commercial Metals Company Commo (CMC)).

Here is a site that shows the companies that Icahn (as an individual) owns: ( nasdaq.com ) 21 positions. When I do an equivalent search for IEP, I get no stock holdings. I assume that these 21 positions make up the compiled list that is presented in the IEP report (but w/o mentioning the actual companies).

I find it useful to look at the individual companies and/or sectors where he finds value. Some of those companies I find to be undervalued but others are not (at least for me). In fact, those that are at or near BV and have earnings, I find interesting especially when some of the parts are sold and the remaining company is restructured.

I am 50% successful following Icahn into some of his deals. Many times I lack the patients to stay with the trade but those that I have, I have always made money. The key is to use his picks as a start. He tends to discover sectors that I have overlooked and when I dig deeper, I sometimes find competitors that are also undervalued which can provide a good value trade.

EKS
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