TRUTH IN BLOGGING

I wrote earlier about the LVLT stock being constantly pumped by Jimmy Cramer and he may be right in spite of my brief morning homework. Apparently the value investors at Southeastern Asset Mgt have recently disclosed a 22% stake in LVLT upped from a 15.6% stake back in July. These guys have a good record witnessed by the Longleaf family of funds and LLPFX, their value holding and a 5 star value fund as rated by Morningstar. The fund is closed but has a return of about 24% ytd and about an 11% return over the past five years. Be aware I still wouldn't own it.