Though some of my market views have been misguided recently -- I have been cautious in a bull market -- many of the stock ideas that I have delivered on CNBC (and in other media outlets) have been exceptional:
- Altisource Portfolio Solutions (ASPS), rose from $13 in 2009 to over $200 (adjusted for spin-offs).
- My "stock of the decade," Altisource Asset Management (AAMC) rose from $70 to over $1,200 last year.
- Lincoln National (LNC), often mentioned on "Fast Money," has tripled).
- Ocwen Financial (OCN), Altisource Residential (RESI), Monitise (MONI.L)/ (MONIF) which more than doubled since last year) and closed-end municipal bond funds (14 in total, which, on average, are up 10% since late December 2013) have all handsomely rewarded investors.
CNBC will continue to thrive as the most important business television network extant, and I certainly have numerous public media platforms in which I regularly appear or am quoted.
The Bottom LineThis morning I am reaching out to CNBC to put my comments in the New York Post in the proper perspective, to discontinue the Dougie Kass CNBC embargo and to reconsider its decision not to invite me onto Larry's final show. It would give me great pleasure in honoring a great American and good friend this week on CNBC. As I have written today, respectful disagreement should be encouraged not discouraged. Invite me on CNBC based on the merits of my analysis, the originality of my views and my ability to communicate an opinion clearly and succinctly. Don't continue to be influenced by a one-sided, misconstrued and biased ( CNBC-hating) New York Post column published last August. The olive branch has been offered to CNBC.
This column originally appeared on Real Money Pro at 10:39 a.m. EDT on March 24.
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