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My 2 stocks where activism and governance is at play. I like the deep value in both.
Berkowitz Letter to Fannie Mae Board
-> Berkowitz questioning the so called net sweep of profits to Treasury and the legality of the Aug 2012 amendment http://online.wsj.com/public/resources/documents/fanfredletter2030214.pdf
Iszo and Blue Mountain letter to Taro's Board before the March 27th Crucial Proxy Vote for the 2 Independent Director positions
Bluemountain questioning the track record of the 2 incumbent "independent" dirs to protect independent shareholders and the validity of their nominations for the upcoming 3 year term.