FNF
Market Monitor interview with James Grant, Editor of Grant's Interest Rate Observer
(via www.pbs.org)
Paul Kangas of Nightly Business Report interviews James Grant. Grant doesn't think the market is cheap yet. I loved the way Grant held firm on the question of oil by indicating he has no opinion on the subject. He recommends Fidelity National Finance, Wintergreen Fund, and Tocqueville Gold Fund.
Bridge Street Journal, Vol. 3.14: Which Financials Will Profit?
In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems. He noted that it appears that Goldman Sac
- Bridge Street's blog
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How to Profit From Real Estate's Subprime Woes
(via biz.yahoo.com)
Morningstar is looking for opportunites in the fear surrounding the non-prime lending industry and other real-estate based companies.
I don't see any particular value quite yet, but I'd be suprised if we don't see some fear induced mispricing in the coming months.
Mohnish Pabrai's Holdings as of September 30, 2006
(via www.sec.gov)
It appears value investor Mohnish Pabrai has added Fidelity National Financial, Lear Corp., and Delta Financial Corp. to his portfolio this past quarter.
