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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jdelano's picture

today's rock em sock em robot war--

vix versus dow

Freddie's picture

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

Smithovsky's picture

or shorting so we can buy it

idea_hamster's picture

or eating so we can put ExLax in it.

Thomas's picture

I wanna know what Einhorn is doing.

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..... 

Gene8696's picture

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

SemperFord's picture

I thouth Paulson loved Anocott Steel???

Gene8696's picture

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

Quixotic_Not's picture

The emails to and from the official OWS organisers... and, globalrevolutionmedia, and other organisers, to and from some big names in the media is interesting........ You can also search the emails yourself.....

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


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.

DoChenRollingBearing's picture

Good catch.

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

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.  

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!

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...

SheepDog-One's picture

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

Dr. Engali's picture

Cabelas is way to expensive to buy guns and ammo.

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.

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.

SheepDog-One's picture

Yea true. Cheaper than Dirt is for me.

TheLooza's picture


TheLooza's picture

I mean seriously, flush. You're disgusting.

tmosley's picture

Thars gold in that thar poopie!

TheLooza's picture

Fool me once, shame on you.

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

Heiman Van Rockerchild's picture

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

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.

snowball777's picture

Hahahaha. Who writes this Ira's stuff? LOL

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.

Tense INDIAN's picture

this guys has a HYPERINFLATION article :

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.

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

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


NumberNone's picture

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

oddjob's picture

I stopped at Ira, gasp.

The Axe's picture

Yea,,,I can buy tracers at Caballas

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.

Seasmoke's picture

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

Marta45's picture

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).