I have received very positive feedback on the "stock of the day" feature from readers. I believe it worthwhile to continue but have come to the realization that it will be nearly impossible to keep up after a while at the same level of quality. I have decided instead to write up two stocks a week. Some write ups will be posted here and others will be at MarketFolly.com, an excellent site that follows hedge fund activity. Here is a list of some of the previous write ups:
Why David Tepper owns Boston Scientific
Why Dan Loeb owns Yahoo!
Why Vodafone is my largest position
Why Lowe's Should outperform Home Depot
Why David Einhorn owns Xerox