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Tilson's Value Picks Part 3: 'Aggressive' Bets
Posted Oct 30, 2008 02:57pm EDT by Aaron Task in Investing, Commodities, Recession"Everywhere we look we're finding really great bargains," says Whitney Tilson, managing partner of hedge fund T2 Partners and noted value investor.
In part 1 of my interview with Tilson, we discussed his "sleep easy" portfolio of blue chips. Part 2 focused on "cheaper" blue chips in out-of-favor sectors, namely retail and finance.
In the accompanying video, Tilson discusses his picks for "more aggressive" investors:
- Leucadia: A "mini-Berkshire" whose recent decline created a "once in a decade" opportunity.
- Crosstex Energy and Atlas Pipeline: "Forced selling" by hedge funds has created opportunities (and huge dividends) in these two natural gas pipeline MLPs.
- Wendy's/Arby's: A higher risk/higher reward bet than McDonald's on America's continued love affair with fast food. Also, a bet on Nelson Peltz after the recent merger with Triarc.
- EchoStar Corp.: Spun off from Echostar Communications in early 2008, this satellite and set-top box technology company is cash rich, well managed and "crazy cheap."
(Disclosure: Tilson's funds own all of the above.)
12 Comments
Harold - Thursday October 30, 2008 03:19PM EDT
LOL. Hold on tight people. We are about to go for a slide this last half hour. Wiiiiiiiiiiii
- Thursday October 30, 2008 03:45PM EDT
Everyone knows it's Buffet's creed these guys are trying to follow when it comes to looking at management. But seriously? I sure hope Echostar has some plan for its “set-top technology” come the February 17, 2009 digital switch.
GeorgeK - Thursday October 30, 2008 03:46PM EDT
I just got an e mail from a Mortgage Banker friend and he says the public can force lending by these banks and it makes sense. All we have to do is go take our money out of the bank... Tell the manager your going to loan the money out yourself. Yes, a little run on the bank. Take some cash and sideline it for a month or so and if it goes to colapse at least we have the cash. Only when the Bank Stock holders start to feel the stress will they start to do their job again, loan money that is. Consumers fighting back before they lose their jobs.. got to love it.
ChrisM - Thursday October 30, 2008 04:01PM EDT
WEN is one of the best bargains out there right now -- priced like no one's ever going to eat another cheeseburger....
Reedersong - Thursday October 30, 2008 04:21PM EDT
Well, When I am finding good deals, I sure as $#(** don't run around telling everyone.
Tanya - Thursday October 30, 2008 04:39PM EDT
reedersong, *of course* you tell everyone. The more people who want to buy the stock, the higher the price goes. That's how it works.
__A_YAHOO_USER__ - Thursday October 30, 2008 05:05PM EDT
not yet for aggressive bet but I prepare defensive............okay......I will aggressive only once I see clear sky........
Yahoo! Finance User - Thursday October 30, 2008 09:02PM EDT
love u,to all the girls i love before
Eric - Thursday October 30, 2008 09:14PM EDT
The economic will be worse next year. Today is just in the middle of the downhill , its clear.
__A_YAHOO_USER__ - Friday October 31, 2008 05:49AM EDT
Instead of getting worse economic condition,However if it goes on the other around the economic turn around and recover..... Do you think the Hedge Fund Manager and short seller be happy..... Or they became angry?....... .What do you think...?
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georgeg - Thursday October 30, 2008 03:07PM EDT
Who would buy gas and oil stocks when GM and Chrylser are in such trouble. Either of them fail or merge it will result in job losses as great as the current number unemployed. Must be a slow day this guy is missing the big picture and how bad it is. Call a GM dealer and tell them you have a 710 Fico score and tell them you want to buy a sedan.... you will get the real picture. Unemployement will rule stock prices... just plain and simple logic. Betting on a Manager as the reason to buy a stock are your both FOOLS....? Wendys will be a big night out in 6 months would be a good reason put just the CEO is foolish.