Blog - SL-Advisors

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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES AND INFLATION HIGH

America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors..

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David Einhorn's Conference Call on Apple

February 21, 2013/0 Comments/in Deep Value Equity/by Simon Lack

This call and webcast ended a little while ago. David Einhorn did a very good job of explaining his idea behind ingeniously named iPrefs, only slightly marred by the brain dead questioners who began the Q&A segment. We think the theme of perpetual preferreds is applicable to many companies including tech names such as Microsoft (MSFT) about which […]

Unlocking Value In Microsoft The Einhorn Way

February 7, 2013/5 Comments/in Deep Value Equity/by Simon Lack

This morning David Einhorn on CNBC elegantly highlighted the inconsistency in pricing of different asset classes, specifically in the case of Apple (AAPL), which he owns. Einhorn believes AAPL should exploit the low yields/high prices of preferred equity to the advantage of stockholders. You can read the transcript of Einhorn’s interview here so we won’t […]

Buying Stocks, Gingerly

February 1, 2013/0 Comments/in Global Issues/by Simon Lack

Money has been flowing into bond funds for a long time. During the financial crisis of 2007-08 many of us contemplated hitherto unthinkable risks to our investments. I spent a few miserable evenings in September 2008 calculating the fall in the value of my own portfolio and wondering where it might stabilize. Avoiding leverage, and […]

The Challenges of Finding Investment Income

January 29, 2013/0 Comments/in Global Issues/by Simon Lack

I was fortunate to be in Boca Raton, Florida last week at the GAIM conference on hedge funds, enjoying a 50 degree temperature advantage over NY. I had the opportunity to meet with several retired people who live in Florida either part-time during the winter or all year. Chatting with them about investments really brought home to […]

Talking Markets at GAIM in Florida

January 23, 2013/0 Comments/in Global Issues/by Simon Lack

Here’s an interview I did earlier today, discussing market outlook. http://reut.rs/W0fL9e