Link to a great interview with Prem Watsa, although I'm not sure I agree with his caution right now (especially since he is the only voice among many respected value gurus like Buffett, Berkowitz, etc)...
http://www.gurufocus.com/news/146628/gurufocus-interview-with-fairfax-ceo-prem-watsa-ire-rimm-dell-brka-brkb
http://www.gurufocus.com/news/146628/gurufocus-interview-with-fairfax-ceo-prem-watsa-ire-rimm-dell-brka-brkb
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