Stock Opinions by Marty Whitman - Stockchase Experts
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Marty Whitman

On Stockchase since : Sep 2008

Founder, Co-CIO at Third Avenue Management

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Marty Whitman Latest Top Picks...

Stock Opinions by Marty Whitman - Stockchase Experts

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BUY
The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.
management/diversified
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The recent weakness is a buying opportunity. Wonderfully managed. Well financed. Selling at a substantial discount from ascertainable net asset value.
management/diversified
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$26.880
Owned Owned
Yes

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HOLD
Radian Group Inc(RDN-N) 

September 16, 2008

Management believes a Financial Guaranty subsidiary is going to give them all the capital they need. Thinks it is the diciest security in his portfolio. Has a BV of $30. He's going to ride with them.
finance/leasing
0 0 0 0 0
0 comments
Management believes a Financial Guaranty subsidiary is going to give them all the capital they need. Thinks it is the diciest security in his portfolio. Has a BV of $30. He's going to ride with them.
finance/leasing
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$4.170
Owned Owned
Yes

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COMMENT
Microsoft(MSFT-Q) 

September 16, 2008

Cash is well in excess of all book liabilities. He likes to get in at 10x peak earnings or less.
computer software/processing
0 0 0 0 0
0 comments
Cash is well in excess of all book liabilities. He likes to get in at 10x peak earnings or less.
computer software/processing
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$25.990
Owned Owned
Yes

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TOP PICK
Henderson Land(12-HK) 

September 16, 2008

(Henderson Land on the Hong Kong exchange.) Construction and project development. 2.75% dividend.
Developers (Real Estate)
0 0 0 0 0
0 comments
(Henderson Land on the Hong Kong exchange.) Construction and project development. 2.75% dividend.
Developers (Real Estate)
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$0.010
Owned Owned
Yes

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TOP PICK
Toyota Industries(6201-JP) 

September 16, 2008

(Toyota Industries on the Japanese exchange.) Toyota Motor (TM-N) owns 24%. Has a portfolio of marketable securities, mostly a 6% holding in Toyota motors. The market value of that securities portfolio exceeds the market value of Toyota Industries stock.
misc industrial products
0 0 0 0 0
0 comments
(Toyota Industries on the Japanese exchange.) Toyota Motor (TM-N) owns 24%. Has a portfolio of marketable securities, mostly a 6% holding in Toyota motors. The market value of that securities portfolio exceeds the market value of Toyota Industries stock.
misc industrial products
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$0.010
Owned Owned
Yes

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TOP PICK
Probably the leading real estate developer in the US. Office buildings, malls, apartment buildings, multiuse projects, etc. A huge pipeline of projects that seem likely to assure that it is going to meet the 10% Bogey(?).
Developers (Real Estate)
0 0 0 0 0
0 comments
Probably the leading real estate developer in the US. Office buildings, malls, apartment buildings, multiuse projects, etc. A huge pipeline of projects that seem likely to assure that it is going to meet the 10% Bogey(?).
Developers (Real Estate)
0 0 0 0 0
0 comments
Marty Whitman

Founder, C, Third Avenue Managem...

Price Price
$30.120
Owned Owned
Yes

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