FrankArabia

margins on copoxone is roughly 90% as disclosed in their investor presentation on Dec 11....that's how you get to that figure more or less....i have been adding to this name.....its dead money because people are uncertain on the outlook for MS and pricing competition for generic as whole (though this is not reflected in other generic manufacturers like Watson/Mylan). I valued this company based on them losing all of their MS client base and i still come up with a low to mid teen p/e ratio for a company with a dominant position. we'll see how this one plays out but permanent downside I don't see at the moment. FYI, I have absolutely no background in pharmaceuticals or reading clinical trial results.

does anybody have more information regarding careers at HWIC?

someone please correct me if I am wrong. I cannot find a single meaningful metric where AIG has not shown some improvement. This goes from capital, leverage, underwriting, etc. i have also looked at their stats from NAIC/reguatlors perspective and its the same trend, things are improving. Even their annual reports are much better in terms of explaining details.

I was looking to pick up a decent size today too......guess the market is smarter than we thought....oh well, in two months time, maybe there will be another deal to be had....so very disappointed.....

i follow Onex. they have done fabulously over last 12 months and they were quite undervalued at $33 not too long ago. the major headwind for PE firms is that they're unable to offload some of these securities in what are still tough equity markets. though I don't think its a major issue, I think some are concerned about how they are valuing some of the assets on the book.

don't like the deal but it must be done.......

replied. nothing but respect from me.

Just a question but do any of the people who are actually criticizing Paulson have any money management experience or even experience in the money management industry? playing with petty cash in your trading account is not the same thing as managing money for third parties. Its very different once you do it for somebody else professionally and even more different once you get into the billions and billions of dollars....

its funny when people with barely enough money in their trading accounts for Paulson's car service has the audacity to call him "lucky" like he just woke up and was able to manage money and win big.....

i bet you he gives the same answer as Buffet....these guys don't quit...why would they?

i'm doubtful they can liquidate their inventory at stated values........... i'm still not quite clear why Sears is value per se...i took a look at berkowitz presentation but all it looks like its saying is that it has a lot of real estate....but a lot of real estate doesn't translate to a lot of value

middling? dude, i would like to see anybody here come close to those numbers managing a half decent portfolio.....picking random stocks in your portfolio doesn't count.....

Gio....definitely agree.....I'm going to try and get a job at FFH.....

the wierd thing about FFH for me is, i wouldn't mind putting 100% of my net worth with the company.....out of all the stocks I have, i feel there is the most downside protection.....on the other hand, i have a downbeat assessment of their near term returns on equity....strange....

maybe Prem is getting scared and liquidating his position slowly.....leaving us small retail guys to hold the bag....