Date updated:05-24-2008
The Ira Sohn Investment Research Conference is a popular forum because it offers an opportunity to hear successful hedge-fund managers and other investment pros who rarely speak publicly. This year's event, held Wednesday, drew more than 1,000 people and raised more than $2 million for a children's cancer center at a New Jersey hospital. Attendees this year included David Einhorn, Bill Ackman, Carl Icahn, Christopher Hohn, Larry Robbins, William Browder, Rich Pzena, Michael Price, Robert Bishop and Bill Miller.

-
CSX
C S X Cp - $47.69
- +1.71%
- $46.37
Among other notables, Christopher Hohn of The Children's Investment Fund, based in London, made the case for CSX and his campaign to put an alternative group of directors on the railroad company's board. Hohn maintained that while CSX (CSX) has been a big winner this year, rising 52% to 67, its shares have much further to ride because the rail operator is an operational laggard, relative to the other three major U.S. railroads. He sees $2 billion in potential cost savings annually, and other benefits if CSX gets better management.

-
UNH
Unitedhealth Grou - $28.67
- +1.63%
- $28.10
Larry Robbins of Glenview Capital talked about his affinity for such stocks as UnitedHealth Group, Ingersoll-Rand and Hewlett-Packard. He's bullish on the depressed managed-care group, including UnitedHealth Group (UNH), whose shares, at around 35, trade for just 10 times estimated 2008 earnings. The company's asset value, he argues, is at least $50 a share.

-
IR
Ingersoll Rand Lt - $33.84
- +0.50%
- $33.47
Larry Robbins of Glenview Capital talked about his affinity for such stocks as UnitedHealth Group, Ingersoll-Rand and Hewlett-Packard. Glenview's Robbins said that Ingersoll-Rand (IR) looks appealing at 43 because the company could earn nearly $6 a share in 2010

-
HPQ
Hewlett Packard C - $49.16
- +0.63%
- $48.68
Larry Robbins of Glenview Capital talked about his affinity for such stocks as UnitedHealth Group, Ingersoll-Rand and Hewlett-Packard. Robbins says the stock market has unfairly punished Hewlett-Packard (HPQ), as well, for its deal to buy EDS (EDS), because it fails to give credit to Mark Hurd, HP's CEO, for his skills in integrating acquisitions. HP stock has fallen 5%, to 45, since the deal was announced.

-
C
Citigroup Inc - $4.06
- 0.00%
- $3.99
Rich Pzena of Pzena Investment Management called depressed Citigroup one of the most attractive financial companies. Pzena, taking an opposite view from Price, put in a good word for Citigroup. He said that the earnings power of the banking giant, whose stock trades in the low 20s, is largely unimpaired and that it could net over $5 a share in 2009.

-
AIB
Allied Irish Plc - $5.78
- +4.33%
- $5.69
Former mutual-fund star Michael Price was bullish on Allied Irish Banks, Forest City Enterprises and McGraw-Hill. Price likes Allied Irish Banks (AIB), now around 42. Stripping out the value of the bank's stake in M&T Bank (MTB) in the U.S. and a Polish bank, the core operations are valued at just five times earnings, he said.

-
FCE.A
Fce.a - $0.00
- N/A
- $N/A
Former mutual-fund star Michael Price was bullish on Allied Irish Banks, Forest City Enterprises and McGraw-Hill.

-
MHP
Mcgraw Hill Cos T - $29.32
- -0.48%
- $29.40
Former mutual-fund star Michael Price was bullish on Allied Irish Banks, Forest City Enterprises and McGraw-Hill.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. WisdomTree Intl Consum...
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more
Here is the stock list of some of the largest % losers from Nov. 2, 2009. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more













Comments not available