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Happy April Fool's Day!

April 01, 2008 – Comments (0) | RELATED TICKERS: BLDR , WFC , ZION

Let me share my rational for buying the finance and building supply sectors.  First is value.  One of my stock selection parameters is investment analysis based on present value of future cash flows and parts of the finance and building supply sectors look good to me.  I try to stay away from subprime exposure and excessive leverage.  So far, I have stayed away from home builders because of the the research necessary to avoid buying into bankruptcy.  [more]



Hurrah for Thornburg Mortgage!

April 01, 2008 – Comments (0) | RELATED TICKERS: TMA

My belief in the ability of the underdog to prevail is again renewed.  In spite of squawking heads and short sellers urging Thornburg to go belly up, they fought hard to keep this mortgage REIT alive.  Semper Fi, Thornburg!



Commodity correction?

March 28, 2008 – Comments (1)

Economic systems requiring perpetual growth on a planet with limited resources will make those resources more valuable over the long term unless catastrophe sends us back to the stone age.  In other words, the long term trend for commodities is upward, whether it be gold and oil (recently in favor in terms of U.S. $) or real estate (recently out of favor in U.S.)  [more]



Visa IPO

March 19, 2008 – Comments (2) | RELATED TICKERS: V

I tried to add the V IPO to my CAPS account this morning because I'll be away from my computer until later today.  My entry wasn't accepted because the V for Visa symbol wasn't recognized by the CAPS system yet, even though it came up on the MSN site.  So while its on my mind, here's the "pitch" as a blog.  [more]



Yield curve?

March 17, 2008 – Comments (3) | RELATED TICKERS: RWT , NLY , FMD

I'm new to caps.  Can someone explain yield curves to me or refer me to a source of info?  What is the current shape of the yield curve?  What is an inverted yield curve?  How does the recent action of the Fed effect the shape of the yield curve?

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