Let's get right to it -- my five humble suggestions for things you might wish to review over the next few days.
- I've been busy all day and am now just seeing that portfolio holding EGI FInancial (symbol EFH in Toronto) is reporting strong earnings for the 4th quarter of 2010. I'll be sure to listen to the replay of the company's conference call sometime this weekend. EGI's book value has been increasing, and the last I checked the stock still trades at a disount to hard book. The company has no debt. Of course, there are headwinds, as with so many things in my portfolio.
- Speaking of portfolio holdings trading at persistent discounts to book value, Capital Southwest (CSWC) has released its 4th quarter report. You can download it in PDF format by going here. As I repeatedly point out, CSWC doesn't all that much of a dividend -- about 1% -- but I reinvest my payouts into more shares.
- I don't know a great deal about the Aden Forecast, but it has been around a good while. And newsletter observer Peter Brimelow seems to respect the Aden sisters. RealClearMarkets.com ran an analysis of gold by the Adens this week. I have a rooting interest in gold, so say the least.
- This fairly lengthy piece by renowned newsletter writer Richard Russell (HT: LewRockwell.com) asks, "What do you and I do?" More and more, I can't read long stuff online. So I'll print this out and read it in its entirety. Russell has been writing his publication since the late 1950s. He's not always right, no one is, but his thoughts are always worthy of consideration.
- And, in case you don't have enough to worry about, Laurence Kotlikoff penned a Bloomberg op-ed this week reminding us all that the US is broke. Not going broke, but broke right now.
And with that, have a great weekend. No, I'm not being sarcastic. I mean it. Really.