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Subject:  Re: Let the Game Begin! Date:  7/8/2013  12:53 PM
Author:  EightTrack3 Number:  17608 of 22975

Ackman is raising a new fund to target a stock:

Large-cap, US, one biz segment, diverse customers, predictable w/high barriers to entry.

What's your pick?

Two picks!

1) Emerging market stressed/distressed corporate debt: supposedly a USD 2.8 trillion market now (growing at 21% compounded), compared to USD 3.5 trillion US/European high yield/leveraged loan market.

Prospective clients sho