I know I would do very well. I would like to do better. This has been one hell of a bullish blog for two straight years, but I have been a very nervous bull of late. I have been a net seller the last few days and have been posting my sells. Tonight I got …
From: October 2007
Valuation….It ALWAYS Matters in Illiquid Investments
Yesterday I blogged about the terms overvalued and undervalued being the two most abused words in stocks analysis. If a stock has liquidity, the terms mean nothing to me. I have the investing scars to prove it. When it comes to illiquid and private investments, valuation should be one of your top concerns…always. I have …
Oh My God…Pinkberry!
As I walked out of Pinkberry last night (make that last Saturday) in SOHO with my raspberry (super fresh), Crispy Crunch, Fruity Pebbles yogurt, I was chatting with my wife trying to explain the phenomenon I thought this chain was capable of becoming. Considering that this was desert on top of a Lombardi’s pizza in …
Partial Sells…RICK, HNSN and NUAN
I have not a Nuance share in a very long time. That is until today. I am following my own advice on not being a hog. I started blogging and buying Nuance back in the mid single digits. Time to sell half my position. I hope that spurs it to $40. Thanks for the good …
Smith and Wesson (SWHC) Shot Dead?
Stocks fall faster than they rise. I ‘got lucky’ with this one, booking profits in the low 20’s . I have looked but not reentered, especially after we Wallstripped it again on our anniversary show. If you held on, today you will likely be stopped out. It is a brutal part of the investment business. …
Amazon and VMWare…the next Googles?
Yowza! This article MUST be incredibly insightful …it has given me a migraine. Kidding aside, ReadWriteWeb is one of my daily reads and the team of writers understands hardcore technology and the internet better than any tech blog. Amazon has been truly on fire (long) and VMWare (VMW) has been the hottest IPO of the …
Google is Worth $24/share…PERIOD! By the way, please forward all my mail to my new Address – The POORHOUSE
This is a very smart guy with a good track record. Too smart. The analysis is focused on the moment in time. Obviously, nobody but the stupid bulls knew what Google could do with their business model. Very well written though . I wonder if he is still short. With the stock at $680, maybe …
Fertilizer "Turds" on Wallstrip…Agrium (AGU)
First off, in case you get the wrong idea from todays ending outake…I never inhaled, though I have had the munchies :) . I have totally missed owning this trend though we have covered the chemical industry on Wallstrip in the past. It’s not just Agrium (AGU or as we like to call it AGOOOOOOOO …
Gold, Oil, Tech, China and a Weak US Dollar = Goldman Sachs Profits
Gold at $800, Oil above $93, Tech on fire, China in a boom of histrorically epic proportions and the US Dollar imploding…based on these headlines, it makes sense that Goldman Sachs hit all-time highs today. Here’s why…they trend follow. They pile on. They stick you with the mistakes. The ‘credit crunch’?…Peeshaw…just a nuisance to Goldman. …
Social Networks…Why Not Undervalued?
New York Magazine has a ANOTHER Web Bubble 2.0 feature story this week , in which John Heilman now calls me a ‘clever dude’, but out of context negative (this from the magazine that wrote the most scathing Wallstrip review to date ….As Borat says…..niiiiice). That review is an awesome read now that we have …