To: Sergio H who wrote (48577 ) 7/4/2012 12:53:05 PM From: NikhilJog Read Replies (1) | Respond to I think i am just getting misunderstood everytime i try to explain something..hahaha. let me try to answer your questions -I like Barrons. But have you seen their record on Picks? online.barrons.com Answer: No i have not see the record and i honestly don;t care about the record. I do not invest based on what barrons says. Again, just to clarify, i will sometimes pick things up and put them on my blog from barrons as a read for people who come to my blog or people here to see that and then do their own homework. If i find that Barron's has done a good job of highlighting some catalysts, i like to point it out to people.Owl Creek did not have such a good year last year. If the former PM was investing in Barron's picks I understand why he is a former PM. It is not uncommon for funds to invest in other funds. Owl Creek is currently short the SPY and long Berkshire, for example. insidermonkey.com Answer: The guy left a while ago. lets not come to judgement too quickly and besides he did distressed. Those who do/understand credit are on an average much better equity analysts. Me and him have exchanged quite a few emails and he is honest and a good analyst. He does not invest in Barron's picks. What i said was that sometimes he will use things i highlight as leads, if he sees certain catalysts highlighted and then do his own homework on that name.Answer - Sergio, honestly, i have read some really good posts from you. I do not believe you are an amature. As for Special Situations, yes i do review them everyday. For example, i look at divestitures, buybacks, spin-off's and risk arb on a daily basis. However, i cannot share certain things here. If you want to read detailed analysis, you can find them on my Seeking Alpha posts or some really older reports i did be happy to send along. meatco and coffeco - They are recent spin-off's of Sara Lee. Meat Co. is Hillshire trading under HSH and Coffee is the spun off beverage business of sara lee tradind in Europe now. I got the shares because i held SLE before the spinoff. In addtion, SLE has a 2.5% div. yield and i just got a $3 per share special div. per share. does that help?
