PREMIUM: BERKOWITZ

September 29, 2016

FAIRHOLME TURNAROUND?

An exclusive interview with a deep value investor whose outstanding long term track record has been seriously tested in recent years. Why Fairholme Fund’s Bruce Berkowitz says there is light at the end of the tunnel.


WEALTHTRACK Episode #1315; Originally Broadcast on September 30, 2016

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BRUCE BERKOWITZ

  • Portfolio Manager,
  • The Fairholme Fund

Consuelo MackNewsletter available soon.
Mathews Asia

UNDERSTAND YOUR RISK TOLERANCE

No Bookshelf titles this week.

“MONEY GOOD” YIELDS

Buy Chesapeake Energy Corp bonds

  • Maturing between 2017 & 2020
  • High yields
  • Below investment grade but “money good”
Fannie Mae (FNMA)
FNMA Chart

FNMA data by YCharts

Federal Home Loan Mortgage Corp (FMCC)
FMCC Chart

FMCC data by YCharts

The St. Joe Company (JOE)
JOE Chart

JOE data by YCharts

Sears Holding Corp (SHLD)
SHLD Chart

SHLD data by YCharts

Bank of America Corp (BAC)
BAC Chart

BAC data by YCharts

American International Group Inc (AIG)
AIG Chart

AIG data by YCharts

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Bruce Berkowitz from the WEALTHTRACK Archives:

PRESIDENTIAL TEAM

Which presidential candidate gets the nod from Fairholme Funds’ deep value portfolio manager Bruce Berkowitz? He says its more about the team than the candidate.


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