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Summary Of Ira Sohn's San Francisco Conference Top Stock Picks By Portfolio Manager

Tyler Durden's picture




 

For anyone deluding themselves that alpha still exists apart from beta, and can be generated sans "expert networks", we bring you the top stock picks from the Ira Sohn's San Francisco conference hosted last night. We will bring more detail shortly.

  • Matthew Berler, Osterweis - Spirit Aerosystems (SPR)
  • Brian Zied,  Charter Bridge - Cabelas (CAB)
  • Joe Jolson, Harvest Opportunity Fund - Move (MOVE)
  • Mark Lambert - Ligand Pharmaceuticals  (LGND)
  • Jeff Ubben, Value Act - CB Richard Ellis CBG & Adobe (ADBE) 
  • Meridee Moore, Watershed - WR Grace (GRA)
  • Bob Peck, FPR Partners - Arch Capital (ACGL)
  • Scott Clark, Darlington Partners - Seaspan (SSW)
  • Jerome Simone,  Lonestar Capital - Surgutneftegas Pref (SNGSP RX) & Graphic Packaging Intl (GPK)
  • Bill Duhamel, Route One Investment Co -  Newscorp (NWS)
  • Arthur Young, Blum Capital - Advanced Auto Parts (AAP)
 

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Thu, 10/20/2011 - 11:41 | 1793223 jdelano
jdelano's picture

today's rock em sock em robot war--

vix versus dow

Thu, 10/20/2011 - 11:44 | 1793249 Freddie
Freddie's picture

Come on Tyler(s)  We want to know what Paulson is buying so we can short it.

Thu, 10/20/2011 - 11:46 | 1793256 Smithovsky
Smithovsky's picture

or shorting so we can buy it

Thu, 10/20/2011 - 12:11 | 1793389 idea_hamster
idea_hamster's picture

or eating so we can put ExLax in it.

Fri, 10/21/2011 - 06:59 | 1796247 Thomas
Thomas's picture

I wanna know what Einhorn is doing.

Thu, 10/20/2011 - 11:59 | 1793320 jdelano
jdelano's picture

He is 47% net long his same old plays and has been vastly increasing hedges against an unmanaged default in Europe.  He won't disclose the exact derivatives but with a little intuition..... 

Thu, 10/20/2011 - 12:01 | 1793329 Gene8696
Gene8696's picture

Paulson loves Penn Virginia (PVA)... Guess I missed that short. Down 68% YTD.

Thu, 10/20/2011 - 12:03 | 1793349 SemperFord
SemperFord's picture

I thouth Paulson loved Anocott Steel???

Thu, 10/20/2011 - 12:06 | 1793371 Gene8696
Gene8696's picture

Sorry meant AEM ... About the same price action YTD

Thu, 10/20/2011 - 13:18 | 1793733 The Alarmist
The Alarmist's picture

John, or Hank?

Thu, 10/20/2011 - 11:47 | 1793264 Quixotic_Not
Quixotic_Not's picture

The emails to and from the official OWS organisers... OWS.org and september17@googlegroups.com, globalrevolutionmedia, and other organisers, to and from some big names in the media is interesting........ You can also search the emails yourself..... http://owsmail.dc406.com/

I've been reading the emails, and doing searches for different words and terms..... Chilling stuff.

http://tickerforum.org/akcs-www?singlepost=2751913

@1lumpor2:

The emails are fascinating, if accurate.

Bill Black. Tyler Durden. And Karl (Denninger)...

Again, I'm all for an end of crony capitalism, but we can't just look at banks. We have to look at all the institutionalized fraud that has occurred, and the fact that Taibbi, Ratigan, and others from the left ignoring Solyndra is simply a bridge too far for me to get involved until the left gets behind taking down crony capitalism on "green" energy projects as well.

http://tickerforum.org/akcs-www?singlepost=2752011

Thu, 10/20/2011 - 11:54 | 1793297 DoChenRollingBearing
DoChenRollingBearing's picture

Good catch.

+ 1 even though the arrow is not working...

Thu, 10/20/2011 - 12:37 | 1793539 Freddie
Freddie's picture

Snake Pliskin:
What is chilling?  I started reading some of them and they are boring.  OWS is Soros/Obam/Ayres.  Ayres and his radicals felt killing 20+million Americans to meet their aims of socialist utopia was a an acceptable number.  These kids are iGadget sheep and teh Democrats are 110% behind OWS.

The Repubs are idiots but the Dems are pure evil.  

Thu, 10/20/2011 - 13:01 | 1793675 Quixotic_Not
Quixotic_Not's picture

OWS is blocks from where I work (no, not in financial mafia) and I was for a short time a member of it...when I thought there might be hope to stopthe tyrants with the RULE OF LAW...

I can't speak about the other locations across the nation (I have no interest/affiliation with Europe et al.), but what I see happening at OWS Manhattan is scary, if you care about the AMERICAN experiment, because there are -0- AMERICANS @ OWS.

Have you read the book Animal Farm?  If not I suggest you do it asap if you want to understand where this is headed...

When you see the likes of Karl Dickinger calling for violent revolution, it is truly time that the adults pay attention before the children burn the house down!

Thu, 10/20/2011 - 13:55 | 1793998 malek
malek's picture

Where exactly does Karl D. call for violent revolution? You trying to stir up some more fears here? Fear is the best suppression agent on the masses...

Thu, 10/20/2011 - 11:42 | 1793230 SheepDog-One
SheepDog-One's picture

Cabelas, yep people gotta buy ammo and camping gear. Gonna be a tough winter out there in the tent cities.

Thu, 10/20/2011 - 11:48 | 1793273 Dr. Engali
Dr. Engali's picture

Cabelas is way to expensive to buy guns and ammo.

Thu, 10/20/2011 - 11:58 | 1793318 Quixotic_Not
Quixotic_Not's picture

Well, when they declare a banking holiday and lock up even T-Direct accts, it's gonna get a HELLUVA lot more expensive!

Dear TreasuryDirect Account Holder:

We're committed to providing a secure environment for your investments and personal information.

In a few weeks, we'll be replacing the access card with personalized images, one time passcodes, and computer registration as new layers of security to your TreasuryDirect account.  Continue to use your access card until you're notified within your TreasuryDirect account.

Thank you for using TreasuryDirect.

Thu, 10/20/2011 - 13:22 | 1793749 The Alarmist
The Alarmist's picture

Better yet, the mother of all disintermediations will be the requirement for all citizens and residents to custody all assets at T-Direct and to do all banking via it.

Thu, 10/20/2011 - 12:43 | 1793561 SheepDog-One
SheepDog-One's picture

Yea true. Cheaper than Dirt is for me.

Thu, 10/20/2011 - 11:43 | 1793233 TheLooza
TheLooza's picture

FLUSH FLUSH FLUSH!

Thu, 10/20/2011 - 11:43 | 1793236 TheLooza
TheLooza's picture

I mean seriously, flush. You're disgusting.

Thu, 10/20/2011 - 11:45 | 1793251 tmosley
tmosley's picture

Thars gold in that thar poopie!

Thu, 10/20/2011 - 11:49 | 1793276 TheLooza
TheLooza's picture

Fool me once, shame on you.

You fooled, me.  Can't get fooled again.

 

http://www.youtube.com/watch?v=eKgPY1adc0A

Thu, 10/20/2011 - 11:46 | 1793254 bob_dabolina
bob_dabolina's picture

MOVE: -5% today

Thu, 10/20/2011 - 11:46 | 1793257 Heiman Van Rock...
Heiman Van Rockerchild's picture

I see tzoo is up 4% while gold and silver get slammed!

Thu, 10/20/2011 - 11:54 | 1793300 topcallingtroll
topcallingtroll's picture

The world is beginning to appreciate that germans want deflation and misery.

It makes sense. All the best amateur bdsm comes from germany.

Topcall is back. You have seen the tops in gold and silver for the year. Fugedabout it. Deflation is here for a while.

Thu, 10/20/2011 - 11:50 | 1793283 snowball777
snowball777's picture

Hahahaha. Who writes this Ira's stuff? LOL

Thu, 10/20/2011 - 11:52 | 1793288 irishlink
irishlink's picture

One gets the feeling everyone is running out of hard cash. Gold .silver. copper in fact almost all commodities getting slaughtered .Plus all the darlings of this 2 yr move in stocks are hurting Netflix. green mountain, even apple. it feels almost like the dot com crash again.

Thu, 10/20/2011 - 11:56 | 1793308 Tense INDIAN
Tense INDIAN's picture

this guys has a HYPERINFLATION article :

http://www.marketanthropology.com/

Thu, 10/20/2011 - 12:00 | 1793324 Grand Supercycle
Grand Supercycle's picture

NASDAQ megaphone pattern on daily chart indicates big move ahead.

USD weekly chart remains bullish and as predicted for some time further dollar upside expected.

http://stockmarket618.wordpress.com

Thu, 10/20/2011 - 14:56 | 1794292 Stax Edwards
Stax Edwards's picture

Big move ahead huh....This wouldn't have anything to do with megaphone wedges would it.  Thanks for the tip GS, mama loves your stuff.  LOL

Thu, 10/20/2011 - 12:00 | 1793325 writingsonthewall
writingsonthewall's picture

Alright, alright - which one of you 'evil bloggers' has been spreading rumours again?

Come on - own up - we will ALL STAY BEHIND until someone admits guilt.

 

GLE 17.97

-7.64%

Thu, 10/20/2011 - 12:11 | 1793390 NumberNone
NumberNone's picture

Isn't this a repeat of the story you just ran of trying to turn shit into gold?

Thu, 10/20/2011 - 12:12 | 1793398 oddjob
oddjob's picture

I stopped at Ira, gasp.

Thu, 10/20/2011 - 12:17 | 1793426 The Axe
The Axe's picture

Yea,,,I can buy tracers at Caballas

Thu, 10/20/2011 - 12:52 | 1793620 Don Birnam
Don Birnam's picture

No need to travel to Ulster to attempt to turn crap into gold. Looking over this list, the San Francisco treatment plant appears well-staffed.

Thu, 10/20/2011 - 13:25 | 1793759 Seasmoke
Seasmoke's picture

looks like a great nite of darts was had by all at the pub

Wed, 05/30/2012 - 01:30 | 2253137 Marta45
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The Leaders 6 Community Sequence Tournament are also linked for second in the Nationwide Group with the Dodgers (the St. Louis Cardinals have won 11).

Do NOT follow this link or you will be banned from the site!