Icahn versus Buffett: Who’s Better?

Look at these alternative energy stocks: PLUG, BLDP and FCEL. Those are the last companies in the world that I want to buy. If forced, I’d look at HYGS, which seems to have a decent business. Hell, even CPST is taking off. God knows I tried to make money there before.

I always knew GPRE would be a winner and voila: it’s a winner!

We’re all looking for bankable ideas, stocks that we can buy without worrying about getting it wrong. Truth be told, the never-ending melt up makes my job a lot easier. But I think I have a good eye for picking monstrous winners. Sadly, more often than not, I end up selling before the big move. Case in point: BALT, CRTO, YY, WNR just to name a few. But I’m okay with missing out on giant moves. I am proud to say, despite my impatience, that my percentage returns, for investors, beats out 99% of my peers. It’s not because my peers “suck”, per se– but simply because I am much better than them.

I don’t know where the market is going to trade today, tomorrow, next week or next month. However, I am fairly confident about a few things, “core positions” if I might be sold bold.

SALE and EZPW. That’s it. Don’t get me wrong: there will be others and I might even sell these stocks during a period of boredom or frenzied fear. If these stocks don’t work out big, I’d be shocked. The time frame is difficult to predict. Give it 6 months and if these stocks aren’t 50% higher from current levels, either two things happened: 1. the market went into correction mode. 2. “The Fly” lost his touch.

We all know the latter is an impossibility, based purely on mathematical and scientific models. So if the market remains strong, both EZPW and SALE should offer gargantuan returns.

Moving on, Carl Icahn took the savage beast, Marc Andreeson, to task again, for stealing from Ebay, while remaining on the board. Naturally, I side with Carl, as he seems to do everything right these days. I must say, in my book, Carl is a better investor than Buffett. Warren is more of a cheeseburger eating political hack, making money during times of duress, as companies prostitute themselves to get Warren as an investor. However, Carl does his thing in every market, in all sorts of sectors, and wins. He trades and forces companies into change. What does Warren do, other than 5 hour interviews with Becky Quick, talking about his portfolio of underwear and soda pop stocks–good for unrealistic 50 years holds?