To ride trends, you need to constantly think outside the box. You need to shut off the TV, stop listening to active traders and think. You should read Techmeme for the what’s new – and than FADE their opinions because its the new best indicator that Wall Street has not found. You need to know …
Tagged: Trend Following
The Next Great Trends…More of the Same
The market’s weakness only confirms the existing trends and strength. There are just a handful of things one needs to survive in the years ahead: 1. An iPhone and/or Blackberry 2. Google maps and Google search – unless you live in China which means Baidu 3. GPS 4. Burrito’s, Beer and Wii’s 5. Vitamin Water/Energy …
Facebook NOT Bought on Monday, BUT DJO WAS!
Thank goodness for Blackstone and KKR these days. Monday Mornings have become like a buyout gameshow. My Microsoft speculation was a complete ‘whammy’…for NOW. Today it was one of my holdings DJO Incorporated (DJO). I bought this stock on the all-time high breakout back in January (after a 500 percent run). We Wallstripped it as …
Dupont (DD) on Wallstrip…I like Chemicals
It’s not at an all-time high so this is a laggard, but Dupont (DD) has a lot going on. Great studio show today explaining it all today on Wallstrip . I really like chemicals and have no exposure to them (except my daily life of breathing). I am thinking of adding a few chemical stocks. …
DealerTrack Holdings (TRAK) on Wallstrip
Trend stocks can come from anywhere. We prove it today on Wallstrip with DealerTrack (TRAK). Who knew that the sleazy back room at car dealerships was home of a software giant. I mean 85 percent market share, huge margins, powerful data mining. No wonder it’s a leading trend stock. That’s the power of the all-time …
Turtles on Wallstrip
Michael Covel is a good author. I really liked his book about the world of trend following and have been bugging him to be on Wallstrip . Michael is not a ‘Turtle’ and not a trader, but owns TurtleTrader.com . It is a great resource on the subject of ‘Trend Following’. As he discusses in …
Homebuilders – Welcome to Value Trap HELL!
Beazer Homes (BZH) just blew up again. Recently, I have been harping on the inevitable declines ahead. Tonight, it is further playing out as usual. The rise, the distribution, the fall and the denial. Through it all, shameless promotion and lies. In the end, millions of small shareholders will own 100 share lots of Beazer …
'Charge it' on Wallstrip… with MasterCard Incorporated (MA)
I have never used a MasterCard. They obviously have one of the best ad campaigns on television with their ‘Priceless’ series, but still, I have never felt the urge to sign up. Probably won’t. I am an American Express (AXP) guy from college. All that said, I am finally intrigued after today’s show. I love …
Wallstrip goes All Gore…
If there is one area of alternative energy that makes sense to me financially, it’s tapping sunlight. It is time to Wallstrip THE SUN and open the dialogue on Solar Power. I live in a city with 300 plus days of brilliant sun. It is powerful enough to piss me and 5 million Phoenicians off …
Turtle Trading
When my friends Eric and Cole started talking about turtles in 2000, I was not interested in an office pet. Who knew… I started investing in trend followers around 2002 and have had the necessary ups and downs. I am a believer though. Michael Covel has done a good job building a business and website …