September 28, 2009

$XRX (XEROX) ON BUY LIST AFTER FLAWED ACQUISITION

With all the risks of acquisition of ACS, as XRX falls, it will become a compelling value uaround $5. However as long the overall market stays strong, we may not get an opportunity to buy below $5. Consider lightly scaling in if the stock falls further and aggressively adding below $5.

This recommendation is not based on potential synergies. Our analysis shows that the rationale behind the acquisition is deeply flawed. Our call is based on the deep valuation that may present itself due to the flawed acquisition.

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September 28, 2009

WE ARE STILL HOLDING OUR LARGE POSITION WITH SIGNIFICANT PROFITS ON PILGRIM PRIDE

In response to questions, we are still holding our position in Pilgrim Pride, new symbol PPGDQ and old symbol PPC. As per our plan , we continued to scale in as the stock fell with majority of our buying at 0.50 and 0.62 based on our analysis of the value in this company. Our analysis shows that after the planned transaction the stock may hit $10.

To protect profits, we suggest a proper mixture of tight and wide sell stops

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September 28, 2009