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" ... Greenlight Capital interests me for its 29.5% position in General Motors. This counts up to $1.9 billion. But, GM's market capitalization sits around $50 billion. Management should brush off the Greenlight proposal for 2 classes of stock. Keep it simple. Earn $4 to $6 a share and pay out $2 in dividends. GM’s my gut play, my anticonsensus bet that so far hasn't paid off. ... "
" ... My anticonsensus stocks: General Motors, Plains Group Holdings, Freeport-McMoRan, Citigroup and Alibaba. ... "