Date updated:05-20-2007
Sold out of: ASD
Top increased positions: RYAAY
Top decreased positions: AMT
Glenn Greenberg co-founded Chieftain Capital Management in 1984. This investment management company (Glenn Greenberg and John Shapiro are the two partners) normally owns 7 to 10 companies which Greenberg calls his "defense against ignorance". He believes the more companies you own the more difficult it is to understand all of them. His approach has worked. From 1984 through 2004 the fund achieved a 22% compounded annual growth rate. This favorably compares to the 13% return the S&P 500 achieved.
Columbia University professor Bruce Greenwald who teaches the value investing course at Columbia and also authored "Value Investing: From Graham to Buffett and Beyond" said in a Motley Fool article “There's a guy called Glenn Greenberg who absolutely says he's not a value investor and is just about the best value investor out there -- I don't know if you know him…So Glenn does seven to 10 companies, but he really understands the economics. He's just a brilliant, sort of natural industry economist. And he's just naturally good at judging these franchises, almost unconsciously so. And I think that's the thing I would find most impressive…. I think Glenn Greenberg has it.”
As of 3/31/07

-
CMCSK
Comcast Corporati - $14.01
- +2.04%
- $13.72
37.49% of portfolio

-
UNH
Unitedhealth Grou - $28.67
- +1.63%
- $28.10
18.87% of portfolio

-
LH
Laboratory Corp N - $71.75
- +0.43%
- $71.28
14.8% of portfolio

-
RYAAY
Ryanair Holdings - $27.00
- +1.93%
- $26.60
11.74% of portfolio Increased position 355.6%

-
XTXI
Crosstex Energy - $5.60
- -2.61%
- $5.60
6.18% of portfolio

-
AMT
Amer Tower Cp - $38.76
- +0.16%
- $38.70
5.59% of portfolio Decreased position 61.7%

-
NKE
Nike Inc Cl B - $64.56
- -0.31%
- $64.65
4.95% of portfolio

-
XTEX
Crosstex Energy - $6.14
- -2.54%
- $6.57
0.37% of portfolio
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A. Type II Diabetes in obese patients is
wrecking our health care system.
Overall, more than $1 in every $10 spent
on health care in the United States goes
toward treating Diabetes. Blood glucose
test strips alone can cost about a
dollar each and if you're testing
several times a day every day, the costs
can add up pretty quickly. XOMA has the
first drug "XOMA 052" in the last 10yrs
which will significantly impact this
industry and you would no longer require
daily insulin injections or insulin at
all, for that matter. This would save
the government billions, search on that
one and you'll make a fortune. The
government cannot continue to pay these
kinds of rising diabetes costs, when
there is an alternative which is so safe
and so effective which just became
patented in Europe.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more
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