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Ira Sohn Conference
By Tim Melvin
2:30 p.m. EDT At this year's Ira Sohn conference in New York, fund manager David Einhorn laid out another short idea. It may well be worth listening to. In previous years he used the conference to outline the bear case for Allied Capital ( ALD) and, most notably, Lehman Brothers at last year's conference. Both calls were spectacular in the extreme.
By Sham Gad
12:47 a.m. EDT Several people have asked me about an ETF that would cover the fertilizer industry. Market Vectors Agribusiness ( MOO) is a good one to check out. It has Mosaic ( MOS), Potash ( POT), Deere ( DE) and Monsanto ( MON) among its major holdings. No positions.