Thursday, December 30, 2010

Happy Holidays - Back Tomorrow

Hope everyone has enjoyed their holidays. 

I have taken a break from blogging for the holidays and will be back tomorrow with top picks and I will be doing a review of some of the stocks mentioned this past year.  Many are up 10-20% in the past few weeks removing any margin of safety.  The economic data is slowly improving. 

I have been working on a few different deals the past couple weeks and investigating a distressed debt situation.  I read three books over the past few weeks and may mention some details in the coming weeks. 

I'm off to meet up with an old high school friend who is now an analyst with USB.

Until tomorrow. 


Best Regards,
Kevin

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