I heard the show as well and was surprised at how bullish Rivkin was on BIR. He must be very confident given that he was saying he was heavily overweight BIR in his portfolio and he recommended to a question asker that he have at least $80,000 out of his $200,000 portfolio in BIR.
Rivkin mentioned that he thought BIR was a certainty to be taken over and I have made a great deal of money going with his certainties in the past so I bought some more this morning.
