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


To: Paul Senior who wrote (53780)4/24/2014 6:14:09 AM
From: paulelgin  Respond to of 78658
 
Klarman's with you, too, as far as Enzon. According to his SEC filings, Baupost divested itself of all ENZN shares as of 4/9/2014.

I don't have a strong opinion on ENZN at the moment - hold, sell, or buy... Haven't kept up with company news lately.

Other than JOE, which was a recent add, there aren't too many compelling values out there for me right now (nor have there been for at least the last ten months or so).