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

To: Paul Senior who wrote (54482)	11/14/2014 3:36:20 PM
From: LT-Optimist	Read Replies (1) \| Respond to of 78688

Error in restatement was $89M but the market took HTZ down at one point equivalent to $1B in capitalization. I felt negative sentiment was excessive and added some to my position as well. I'm keeping watch and there just might be other opportunities to add at year end when money managers decide to clean-up their books. I'm also long in Bombardier (BDRBF), FRMO Corp (FRMO) and Platform Specialty Products (PAH) and perhaps, you and other value investors might want to look into these names as well.

To: Paul Senior who wrote (54482)	6/7/2016 8:57:57 AM
From: E_K_S	Read Replies (3) \| Respond to of 78688

Hertz Global Holdings, Inc. (HTZ) Billionaire investor Carl Icahn boosts stake in Hertz Carl Icahn reports holding a 15.24% stake in Hertz Global (NYSE: HTZ) after picking up shares in June in range of $9.88 to $9.96. The purchases were well-timed with Hertz rallying briskly over the last five days. The activist investor's last round of buying was in December when he added 11.8M shares. EKS

To: Paul Senior who wrote (54482)	6/9/2016 1:22:48 PM
From: Wallace Rivers	1 Recommendation Recommended By sjemmeri Read Replies (1) \| Respond to of 78688

A couple of Dr. Burry related musings. SA article of March shows him holding TLRD, it's getting slapped around today (this was, I'm assuming, via owning MW earlier). Don't know if he still owns TLRD. Anyone holding, or have an opinion, on TLRD? Also, anyone with an opinion on the 3% down mortgages now being offered by Wells, and others? I know the borrower must pay private mortgage insurance to qualify, but still....sounds like loosy-goosy financing may be back in vogue.