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Whitney Tilson seen on 60 Minutes, his Investments

Submitted by WSN_Staff on Mon, 12/15/2008 - 17:17.
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Whitney Tilson (Seen on 60 Minutes)

Whitney Tilson said last night "we're the most bullish we've been in 10 years of managing money" during the 60 Minutes story A Second Mortgage Disaster On The Horizon?, here are the funds he manages.

From 60 Minutes last night:
"Actually we're the most bullish we've been in 10 years of managing money. And the reason is because the stock market, for the first time I can say this, in years, has finally figured out how bad things are going to be. And the stock market is forward looking. And with U.S. stocks down nearly 50 percent from their highs, we're actually finding bargains galore. We think corporate America's on sale," Tilson says.

So what does he like?

Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. Here are the two funds that are offered at Tilson Mutual Funds you can buy:

Tilson Dividend ( MUTF:TILDX)

Returns as of 12/12/2008
  Daily+ Month to Date+ Year to Date+ Inception*
NAV 3.00% 9.72% -23.48% -0.89%
With Redemption Fee 1.00% 7.72% -25.01% -0.89%

Top 10 Holdings

Security Net Assets
Southwestern Energy Company (SWN) 8.45%
eBay, Inc. (EBAY) 6.31%
Seabridge Gold, Inc. (SEA) 6.25%
Microsoft Corporation (MSFT) 5.77%
Prospect Capital Corporation (PSEC) 5.34%
Whole Foods Market, Inc. (WFMI) 5.07%
PetMed Express, Inc. (PETS) 4.97%
ATP Oil & Gas Corporation (ATPG) 4.92%
American Oriental Bioengineering, Inc. (AOB) 4.74%
Fairfax Financial Holdings, Ltd. (FFH) 4.64%

Ticker Information
NASDAQ TICKER TILDX
CUSIP NUMBER 886888205
Minimum Investment
Initial $1,500 ($1,000 under an automatic investment plan)
Subsequent $100 ($50 under an automatic investment plan)
IRA Initial $1,500 ($1,000 under an automatic investment plan)
IRA Subsequent $100 ($50 under an automatic investment plan)

Tilson Focus ( MUTF:TILFX )

Returns as of 12/12/2008
  Daily+ Month to Date+ Year to Date+ Inception*
NAV -0.51% 3.35% -45.19% -10.82%
With Redemption Fee -2.50% 1.35% -46.29% -10.82%

Top 10 Holdings

Security Net Assets
Fairfax Financial Holdings, Ltd. (FFH) 16.15%
Resource America, Inc. A (REXI) 15.11%
Winn-Dixie Stores, Inc. (WINN) 14.94%
Borders Group, Inc. (BGP) 8.45%
Berkshire Hathaway Inc. B (BRK.B) 5.19%
Barnes & Noble, Inc. (BKS) 4.59%
Odyssey Re Holdings Corporation (ORH) 3.67%
Target Corp opt(Call) (TGT) 3.66%
Sears Holdings Corporation (SHLD) 3.40%
Sears Canada Inc. (SCC) 3.21%

Ticker Information
NASDAQ TICKER TILFX
CUSIP NUMBER 886888106
Minimum Investment
Initial $1,500 ($1,000 under an automatic investment plan)
Subsequent $100 ($50 under an automatic investment plan)
IRA Initial $1,500 ($1,000 under an automatic investment plan)
IRA Subsequent $100 ($50 under an automatic investment plan)
Portfolio Manager Whitney R. Tilson
Glenn H. Tongue

Other recent articles by Whitney Tilson:

November 2008 - Improving Your Odds

November 2008 - 9 We'll Drink to That

10/28/08 - Time to begin the bargain hunt

 

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