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Non-Tech : Kirk's Market Thoughts
COHR 133.62-1.4%10:30 AM EST
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To: Kirk © who wrote (1928)9/21/2014 2:07:52 PM
From: Brian Sullivan1 Recommendation

Recommended By
Kirk ©

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I'm curious about what site you used to get 49%.
He is including the AIG warrants that the fund holds as well.

FAIRX is taking an extreme bet of AIG and the funds returns pretty much mirror AIG's returns.

I just take a 1-2% position and spread things around. I typically look for low forward PE ratios with decent to good expected future EPS growth. I picked up AER recently (AIG recently sold their airplane leasing business to AEG), but AIG still retains a large stake in AER as a result of this sale. I also own AL which is also in the leasing business.

I was looking into LVS this morning as it has corrected down quite a bit but has a nice yield and good future growth prospects with its Asian casinos. No position in LVS.

I only bought FNSR after it reported its first disappointing earnings on 6/17 but after this last report its future earnings are coming down making it not look so good as a growth stock. The new buys in the Airline leasing sector are taking up some of the growth allocation in my portfolio so I had to trim some growth stocks that didn't make the cut. I added AIG to my larger value side, where I hold quite a few money center banks.
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