Karsch Capital Portfolio - Stockpickr! Your Source for Stock Ideas

Karsch Capital

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TheStreet.com Rating: C

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DESCRIPTION:

Date updated:03-23-2007

As of 12-31-06 filing

New positions: TXT, ETFC, COP, ORLY, AMCC, LINTA, LEH, TSCO, IDTI

Karsch Capital Management, LP was founded by Michael Karsch in July 2000 and began investing in October 2000. The investment objective of KCM is to achieve capital appreciation while minimizing risk by investing (on the long and short side) in equities and equity-related instruments. Mr.Karsch has been active in the financial community for over 12 years. Prior to founding KCM, Mr. Karsch worked at Soros Fund Management LLC as a Managing Director, where he was responsible for investments in value stocks for the Quantum Fund. From 1995 to 1998, Mr. Karsch was one of four investment professionals at Chieftain Capital Management. From 1991 to 1993, he was an investment banking analyst at Wasserstein Perella & Co. Mr. Karsch graduated Phi Beta Kappa with a B.A. from Tufts University in 1990. He obtained his Master of Arts in Law and Diplomacy from Fletcher School of Law and Diplomacy in 1991. Mr. Karsch obtained his M.B.A. from Harvard Business School in 1995.

CAO
Cao
$0.00
N/A
$N/A

2/20/07 On February 20, 2007, Karsch Capital sent another letter to the Board in which it revised the timing of its request that the Issuer actively pursue a sale of the entire company. The Issuer has announced that it expects to complete its financial restatement by the end of March 2007, and Karsch Capital now believes that the Issuer should initiate a sale process immediately. 10/24/06 In an amended 13D filing this morning on CSK Auto Corp. (NYSE: CAO), 9.3% holder Karsch Capital Management disclosed that they sent a second letter to the Board requesting that the company include in its proxy materials for the next annual meeting a proposal that the company immediately hire an investment banking firm to pursue a sale. From streetinsider.com

People owning CAO also tend to own: ADSX CLCT CMOS IASG ISCA PBY PWEI

TheStreet.com Rating: No Rating What is this?

CCK
Crown Holdings In
$25.68
-1.50%
$26.00

Increased position by 39% in Q4 2006

People owning CCK also tend to own: BCO CAR CHB CHKP CKR COV CPRT

TheStreet.com Rating: B- What is this?

TXT
Textron Inc
$20.18
-0.25%
$19.95

NEW POSITION

People owning TXT also tend to own: ADBE COF GOOG ISE LVS MER MO

TheStreet.com Rating: C- What is this?

WCC
Wesco Intl Inc
$27.17
-2.27%
$27.65

Increased position by 68% in Q4 2006

People owning WCC also tend to own: ADI ARW BEAV BRL KMP MVL RVBD

TheStreet.com Rating: C+ What is this?

AMT
Amer Tower Cp
$40.42
-1.27%
$40.74

Increased position by 34% in Q4 2006

People owning AMT also tend to own: AMG BCR BEAS BEAV CERN COGN DBD

TheStreet.com Rating: B- What is this?

TMO
Thermo Fisher Sci
$46.42
-0.13%
$46.50

Increased position by 155% in Q4 2006

People owning TMO also tend to own: AHM AIZ ALB AMP AVT AXCA BBI

TheStreet.com Rating: B What is this?

ADI
Analog Devices
$27.84
-1.63%
$27.88

Increased position by 39% in Q4 2006

People owning ADI also tend to own: CSCO UARM AIG ALL APA CAT DD

TheStreet.com Rating: B- What is this?

CMCSK
Comcast Corporati
$14.37
-0.76%
$14.43

Increased position by 67% in Q4 2006

People owning CMCSK also tend to own: FMD MCO QMAR UNH WTM XTXI FVE

TheStreet.com Rating: C+ What is this?

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Q. I am a studetn about to graduate...

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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
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100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/

Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.