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Agilent Technologies Inc. (A)
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fundmymutualfund.com
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Jan 06, 2009
about
A, THOR, B
It is interesting that 4 of the 6 names I outlined in Saturday's 'Potential Portfolio Candidates' in our "waiting for a pullback" category have pulled back to support in the first day and a half of this week. This goes with the broader view I am seeing in this market - people are now moving from th...
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fundmymutualfund.com
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Jan 06, 2009
about
A, LDK
I knew we were playing with fire here in the solar area. I wrote last Wednesday [Dec 31: Tax Loss Selling in ReneSola...](A) Solar has been one of our worst performing "bets"... I predicted a lot of consolidation in this space as it is a commodity but I thought it would come later - 2010/2011. It s...
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marketsci.wordpress.com
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Jan 05, 2009
about
A, B
This week I’m going to be looking at TradingMarkets’s 10 Trading Rules.
While I’d usually be wary of taking trading advice from any site with that many flashing banner ads, many of the rules on TM’s list are similar in spirit to concepts I’ve talked about on this blog and very much against tradition...
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I've been jettisoning some names this week to make way for new kids on the block; or in some cases, old friends we've once owned. I am still working through a lengthy list of newer Obamamania stocks; some of which are very alluring - but below are names I like from a fundamental basis, that I've fo...
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marketsci.wordpress.com
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Jan 02, 2009
about
GOOD, A, B
This is a quarterly feature on this blog where I take off my “strategy developer hat” and put on my “investor hat” and look at the performance of my own personal portfolio. As someone who eats his own cooking (100% of my net worth is invested in my strategies), what makes me happy, what makes me unh...
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fundmymutualfund.com
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Jan 02, 2009
about
A, B, CHINA
As you see in the chart below we are back to the top of a quite substantial sideways rangeThe S&P has been in this range for about 20 sessions in a row and we're now at a similar spot as two weeks ago. We've been ignoring all bad news for about 5 weeks now and keep saying "it's all priced in, b...
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The institutions did a great job of marking this market up into the year end - we put nearly 4% on in the past day and a half. If the 3 PM shenanigans return they might even be able to tack on more and as I stated this weekend mark the market up >5% to get it to 920 on Dec 31st at 4 PM. I wrote...
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Well unlike most mutual funds and institutions if you invested in this (future) mutual fund you will see what I do every week. So unlike "them", many of which are stuffing their portfolios with the best performers of the quarter or year as we speak (we call it window dressing), so they can say to y...
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marketsci.wordpress.com
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Dec 30, 2008
about
A, B
This blog is still in its infancy, and while I think that we’ve been able to some good things to date, there’s still A LOT of work to be done. I’m usually not one to plan much further out than tomorrow, but if I had to compose a list of priorities for this blog in the coming year, it would look some...
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fundmymutualfund.com
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Dec 29, 2008
about
A, B
A lot of the focus of the punditry is when we'll recover - personally I think it's a bit of a moot point. What I'm thinking through is not when, but what the recovery will be in America. I posted many of my thoughts in [The US Economic "Recovery"] but essentially a lot of cross currents are formin...
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fundmymutualfund.com
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Dec 29, 2008
about
EBS, A, B
We said in our weekly missive we want to buy the best charts on buybacks and Emergent BioSolutions (EBS) is giving us a nice opportunity to add at the 20 day moving average (around $23.70). I am going to do so but give a very large caveat that the stock is having trouble getting past $26. So afte...
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portfolio.com
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Dec 29, 2008
about
A, B, C
The WSJ has a 4,800-word tick-tock on the weekend of Lehman's demise. The main takeaways, for me, are (a) that if John Thain really thought he deserved a $10 million bonus for his decision to sell to Bank of America that weekend, he must have been delusional; (b) that if Hank Paulson and Ben Bernan...
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marketsci.wordpress.com
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Dec 28, 2008
about
A, B, C
Hat tip to Dash of Insight for the post Economic Literacy: Do You Meet the Test? (but on an entirely different topic than the author intended).
Near the bottom of the post, the author posits that most market pundits would come to a stuttering halt if they were forced to take a simple essay test:
Tak...
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valueplays.blogspot.com
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Dec 28, 2008
about
A, B
Lecture Number TenMR. GRAHAM: Ladies and gentlemen, this is the last of our series of lectures. I hope that you will have found it as enjoyable and stimulating to listen to them as I have found it in preparing them.The final talk is going to be something of departure, for it will address itself t...
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valueplays.blogspot.com
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Dec 27, 2008
about
A, B
Lecture Number ThreeNow there is one other item that came to my attention a few days ago which has a bearing on war accounting and that is a reference to what is known as “Lifo,” which means last in, first out. I presume most of you are familiar with that accounting principle. It has had a rather...
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marketsci.wordpress.com
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Dec 22, 2008
about
A, B
This has been an interesting year for me and my own personal and professional growth. I wanted to take a moment to look back at two very positive lessons learned in 2008 (that might just apply to you as well).
Lesson Learned #1: Blogging Has Made Me a Better Trader
I launched this blog in July for e...
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clusterstock.alleyinsider.com
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Dec 22, 2008
about
A, B
It's time to start asking the most basic questions about Bernie Madoff's operation. For starters, who are Frank Avellino and Michael Bienes? These two men ran an accounting firm, Avellino & Bienes that began raising money for Madoff in 1962, according to an SEC complaint filed in 1992. They were...
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altenergystocks.com
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Dec 18, 2008
about
A, B
A few weeks ago, I wrote about how a new Obama administration would renew
with Keynesianism (i.e.
large-scale counter-cyclical infrastructure spending) but with a green twist to:
(a) get the US economy out of its funk and (b) propel America into the 21st
Century by providing a massive push for i...
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blogs.barrons.com
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Dec 17, 2008
about
A
Agilent Technologies (A) disclosed in an SEC filing this afternoon that it will reduce its workforce by 500 positions, with most of the cuts to be completed by May 31 2009, and the rest by October 31. The company also said it has reduced its temporary workforce by over 300 positions, and will tempor...
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fundmymutualfund.com
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Dec 16, 2008
about
A, B, C and 1 moreD
In the spirit of hedge fund manager Doug Kass' annual outlier prediction list [Jan 2: Doug Kass 20 Predictions for 2008], last year I decided to write my own. You can read my 13 Outlier 2008 Predictions here [Dec 31, 2007: 13 Outlier 2008 Predictions] and a self assessment this past October [Review...
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