Year 2, Week 12 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the...

We are maintaining our Buy rating on Iconix Brand. The stock looks cheap, trading at just 8.2x our 2008 EPS estimate and 7.0x our 2009 EPS estimate. This part was added on experimental basis to see th...

Manager: Larry Sarbit, president and CEO, Sarbit Asset ManagementStyle: Value & business approachFund: U.S. equity trustStrategy: A business approach to investing that uses the same analys...

We've been building a healthcare contract research organization basket over the past month [Aug 13: Bookkeeping - Creating a CRO Basket] I wrote then when Parexel International (PRXL) was at $33 Pare...