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What if it is a BEAR Market?

The market won’t go to zero overnight and as we saw this Friday on a half day, bears can get roasted for leaning on the indexes after sharp declines. BUT, everyone loses money in bear markets, if not in the stock market, than elsewhere, so it pays to focus on market prices even more in …

Peak Oil? Peak Dollar? Peak Market? or Peak my Nose

Fred is wondering about Peak Oil this morning – fishing for comments :) . I am with him…who the f$%ck knows. It’s not a waste of time, but I mean with the KINDLE on backorder, Fred needs to get his priorities straight :) . The Chairman just can’t get the dollar and Yuan carry trade …

My Portfolio…

Here’s what my portfolio looks like after the stops and sells and today’s rally. The strongest stocks through this mess in my portfolio – NUAN, PFWD, PAAS, SLW, ESRX, CPRT, Apple, SINA, NEOG, MIL. SYNA, Amex (surprising so far), Nintendo, ERTS, IGT, GOLD. GSIC, FSLR, VRSN, GAIA, DLB, QDEL, AUXL, GPRO, CME, IBKR, PHO (Water) …

When Do You Sell?…UPDATE

Yesterday :) . I was looking through the carnage today being long while riding on the San Fran cablecars today and I realized I forgot the following stocks in my portfolio: Copart – One of my faves Nintendo – Up so huge that I am not looking anymore PPG MIL VRSN I saw the market …

Nvidia (NVDA) on Wallstrip…A Chip with No Dip?

It’s been all systems go for Nvidia (NVDA) the last few years and you can’t blame me for not letting you in on the trend . Here’s the Google Finance page where you can also see the big all-time high breakout back in June when I first blogged it. I think we are a little …

More All-Time Highs

Just checking my position sheet. Holy f#$ck what an up day. As Fly so eloquently said on his blog…we were up like “cocks in a brothel” Check out Amazon, Nintendo (NTDOY), Garmin, Navteq, Trimble as well as all the pother stocks in my last post. Insanely hitting all-time highs despite the doom and gloomers. I …

Gaming Update on Eve of E3

I used to attend E3 until about 2003. Always a fun event. Not this year, but expect lot’s of news…mostly price wars on consoles and new game launches. Here goes Sony firing the first missile . This year, I own most of the relevant stocks, Electronic Arts, Nintendo and Sony. Gamestop is the retail beneficiary …

Fresh 'Squeezed' Apple Kill

Pain for the shorts. The iPhone is now sold out? Here comes the squeeze. You won’t be able to get an iPhone in this next shipment as they sell 10 at a time like Nintendo. Even I want one next week in new York and it looks like I waited too long. We will see. …

Is the Trend Your Friend?

Take every offer seriously and don’t look back. HINDSIGHT is 20/20. A great entrepreneurship story. “…you’ll be able to be entrepreneurs the rest of your lives.” Barron’s discusses Turbo Ovens – becoming popular at Stabucks and Subway. I am keeping an eye on this story and stock. I am watching out for these ovens wherever …