Bruce talks about Leucadia (LUK), Americredit (ACF), AIG (AIG) and the banks. Also, he goes into Sears Holdings (SHLD)
Berkowitz has the correct look at Sears, not just a retailer but a collection of successful entities that when monetized (it is happening), will provide returns.
Disclosure ("none" means no position):Long SHLD, None
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Links 7/12/09
5 hours ago


1 comments:
todd
are you buying more SHLD here? would you advise that an investor gets in at these levels?
it keeps making new 52 week lows... what do you think?
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