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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (42011)	3/29/2011 10:42:13 AM
From: E_K_S	Read Replies (4) \| Respond to of 78531

Started a watch list portfolio of John Fredriksen's holdings. Many still in value territory. John Fredriksen's Largest 2010 Investments Outperform seekingalpha.com From the article:"...The portfolio Mr. Fredriksen’s business interests are mainly in two areas: shipping and oil drilling & energy services. As of March 25, nearly 60% of the portfolio was concentrated in oil drilling & energy services, with heavyweight Seadrill (SDRL) accounting for 50% of the total portfolio value (about $5bn). The shipping interests accounted for roughly 30% of the portfolio value, spread across various names, mainly oil carrier Frontline (FRO), LNG carrier Golar (GLNG) and the shipowning company Ship Finance (SFL). The remaining 13% of the portfolio are mainly concentrated in Mr. Fredriksen’s second-largest portfolio company, the salmon farming operation Marine Harvest (MNHVF.PK) - 11% of the portfolio - and a large stake in Aktiv Kapital (AKKAF.PK). The total value of the portfolio is nearly $10bn at the end of March....". ------------------------------------------------------------------------- Here is what his holdings look like: finance.yahoo.com EKS FWIW started a tracking position in Marine Harvest ASA (MNHVF.PK).