Sometimes you are lucky; sometimes you are good - we've had a very fortunate streak of late; not just in our purchases/trades but in our sales. We exited Apple (AAPL) earlier this week and the next d...

Shares' slide aside, the industry's fundamentals remain fierce.

Year 2, Week 5 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the l...

I've held 4 fertilizer positions but as I've been saying in this market it is not about stock selection but sector selection. So creating a basket in commodities is proving useless. Hence I am going...