2. Pompous Prognostication: Irish Banks
Irish stocks have fallen a lot this year. This post mentions two Irish banks, Bank of Ireland (IRE) and Allied Irish Banks (AIB). However, Irish stocks in general now trade at substantial discounts to their peers in Europe. This post argues that Irish stocks are cheap and shares of these two Irish banks should outperform the giant U.S. financial services firms.
3. Digging for Value in the Real Estate Rubble by Zeke Ashton
This is a terrific piece by Centaur Capital’s Zeke Ashton on finding value in the sub-prime rubble.
4. 5 Interesting 13F Buys
Five interesting stocks that were added the portfolio's of super-investors last quarter.
5. Does Buffett's Carmax buy signal a recession? - BloggingStocks
Why would Buffett be interested in Carmax? Could be that he expects a recession which would lead more people to the used car lots rather than buying them new.
7. Third Avenue Discloses 19 Percent Stake in Radian
Third Avenue Management LLC, the money manager founded by activist investor Martin Whitman, became the largest investor in Radian Group Inc., the worst-performing stock in the Standard & Poor's Midcap 400 Index this year. Radian rose 15 percent in New York trading.
10. Private Equity "Time Out" May Give Lampert an Opening
Todd Sullivan ponders the question: Will Lampert acquire soon?
