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

To: Spekulatius who wrote (47744)	5/4/2012 4:14:38 PM
From: Dennis 3	Respond to of 78475

I was looking @17B cash and 14B marketable securities - 8B LTD They do have 32B pension shortfall I did not include pension/post retirement benefits. This is what appears to be hurting the stock price. Since they don't have put any money in it until 2015 this could decrease some as the stock market rise. I have started buying Rising cash hoard and auto inds rebounding, also GM and UAW are agreeing to handle the shortfall.

To: Spekulatius who wrote (47744)	5/16/2012 12:16:32 AM
From: Spekulatius	Respond to of 78475

WEB allegately bought the stock, but does he really bother with ~220M$ position sizes?Based on the reported size of the trade, I am 90% sure that it is one of his two investmenent managers that did the trade - since each have 2B$ to invest, a 200M$ stake seems about right. I don't think it's worth +10% in GM stock price if one of his investment managers buys a 10% portfolio position, but we will see.