Bruce Berkowitz of Fairholme Fund on Wealthtrack

Bruce Berkowitz founder of the Fairholme found was on Consuelo Mack's WealthTrack last week discussing his concentration on financial stocks as well has his contrarion bent. Berkowitz now has 36% of his portfolio in AIG and 11% on Sears Holding. He goes on to make his case for a number of holdings. Overall its nothing new but worth listening to. Enjoy.