Don’t get me wrong, we are inning 1-2 of the Internet, but you can still have a frothy environment and giant drawdowns within the major trend. This could be a ‘Triple Lindy’ OY for the internet: 1. Facebook frenzy (color me included) – Rumors that Zuckerberg now has a $15 BILLION valuation on Facebook, even …
From: September 2007
'Drones' on Wallstrip…United Industrial Corp (UIC)
Do NOT let this boring name fool you! The war has turned this stock into a huge momentum play. With the war looking like it will never end and the fact that ‘drones’ actually work, this run has legs. It’s whippy so mind your position size. Lindsay gives you all you need to know about …
Internet Animal Spirits…RERUN?
The last internet bubble was marked by the AOL/Time Warner merger. Here’s what we have going on today: 1. The Facebook/Microsoft chatter is now deafening. 2. Amazon is back at all-time highs and has an iTunes killer? :) 3. RIMM goes up 5 percent a day, so does Apple and Baidu. Most important, the laggard …
Apple…I Guess the Price Cut Was Good!
Yet another all-time high. At $150 I think it is approaching a true ten bagger for me. My first. Obviously if I held my original 10,000 shares (looking for the ticket now as I do my taxes), I would now own 40,000 shares, this blog would be closed and I would be buying strip clubbs …
Easing on Garmin (GRMN)…GPS has been Smokin'
What a run. Sold some at the open at $118. What a freaking homerun stock. Check it out . I will happily take some more profits in a double from May. NVT also now above $70 so it looks like Trimble (TRMB) could have a huge run left in it. Disclosure – Long GRMN, NVT, …
Gaiam (GAIA) on Wallstrip…It's a Spiritual Thing!
I am long Gaiam (GAIA). It is cooking/schvitzing of late. I have been blogging for a long time about the intersection of the yoga/spiritual lifestyle and the stock market . Here is the Google Finance page . Here is their website . We first checked in with my buddy Ian on the Wallstrip tour through …
Stock Newbies…Please be careful
Investing is not easy. Life has been good on this blog and I for one am confident that I am not that smart. Other than the barfing of financial stocks and homebuilding stocks this year, the market has been easy. That makes us look smart. Shit, even Goldman Sachs just rallied back 30 percent to …
This Girl Just Hired by CNBC
Finally some talent. Well you decide
Why Oliver Stone is NOT in charge of Wall Street Part 2…and Trend Following
So true really . But, also a reason why trend following has likely worked so well. The institutions just can’t hide their footsteps and trends are being magnified. History shows that nothing lasts forever and this great run for trend followers in the stock market, including me, will likely not continue. Who is to say …
Chipotles…Meet Baidu
My Chipotles partial sell at $108 a few weeks back looks wrongeroo. That’s fine. I see it hit $116. You see Rose, who works with me in the office, shouts out the opening and closing prices for the two stocks. For those that think you can’t do this at home, you have not met Rose, …