Bruce Berkowitz: My Top 5 Stock Picks

Bruce Berkowitz On AIG And JOE

Bruce Berkowitz On U.S. Financial Companies, And On CIT & RF

"It's going to be tough for the small guys to stay independent given capital requirements and regulations and so on.

We own Regions Financial. Great low cost deposit base. We also have CIT. We're the largest owner. CIT is a great business. What a sweet spot they're in: small business loans. Medium business loans. If there's any company that's needed today it's CIT. The only thing CIT needs is a low cost deposit base. Gee I'm going to have to think of some candidates on that one."

Bruce Berkowitz

Bruce Berkowitz On AIG And On Asia

Which Super Investors Are Bullish On The Market For 2011?

Based on previous posts on this blog, it appears George Soros, John Paulson, Bruce Berkowitz, David Tepper and Marc Faber are pretty much all bullish (while some are cautiously bullish). Each has his own reasons for being bullish. Some are bullish on the economy while others are bullish because of inflation.

It's very hard to bet against these guys and expect to win.

Bruce Berkowitz On How To Achieve Great Performance

"Ignoring the crowd and going towards stressed areas that many people are running from…We make our judgments based on the cash that securities generate."

Bruce Berkowitz

Rare Interview With Bruce Berkowitz - Who Runs A $20 Billion Hedge Fund

Berkowitz's Fairholmes Fund currently has assets of $20 billion.

Bruce Berkowitz Is A Big Buyer Of AIG

Fairholme Capital Management, the largest private shareholder of American International Group Inc. (AIG), disclosed Monday it intends to engage in discussions with the insurer's management, board and shareholders regarding the company's capital structure.

In a filing with the Securities and Exchange Commission, AIG announced the plan by Fairholme, which owns 44.3 million shares, or 31.6% of the company's stock that isn't owned by the U.S. government. The asset manager is run by Bruce Berkowitz.

The U.S. Treasury is auditioning bankers this week to manage a public offering of a large chunk of its stake in AIG. The insurer received a $182.3 billion bailout from the U.S. government to prevent a near-collapse in 2008 from bad bets made on the housing market.

Berkowitz began to amass his stake in AIG early this year. He said he began to build the stake as it became clear to him that AIG would repay its government bailout.

wsj