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May 2011



Ancient sayings of the wise investors

May 22, 2011 – Comments (2)

When the tide goes out and the music stops, you see who's left standing with no clothes on and no chair to sit on, with a lipstick print on their butt where the pig (whose ear they were trying to make into a silk purse) kissed them.

But maybe - just maybe - the pig will learn to sing. 




May 18, 2011 – Comments (14) | RELATED TICKERS: INTC , GM

There's a certain level of conviction that I might have from time to time, that I've learned to recognize as a 'threshold' level.  Less than a month ago, I alerted you in this space to my conviction about Intel - that regardless of its ability to drive new productivity growth, carve out new niches, take share, or innovate, it was "crazy stupid underpriced."  [more]



The NUANces of investing

May 12, 2011 – Comments (13) | RELATED TICKERS: NUAN

So I like to do a little thing I call due diligence.  It's not enough that I sent an (apparently ignored) email to Steve Jobs a year ago recommending that AAPL buy Nuance; when I look at buying shares in a company like Nuance, I like to look at the fundamentals, balance sheet, income statement, statement of cash flows.  [more]




May 10, 2011 – Comments (11)

Test your metal/meddle/medal.  [more]



Going back through the email

May 09, 2011 – Comments (7) | RELATED TICKERS: NUAN , AAPL

So this weekend I took a look through my email outbox - in particular, email addressed to  [more]



Another word on Intel

May 05, 2011 – Comments (5) | RELATED TICKERS: INTC

2 weeks ago I alerted you to Intel, whose P/E ratio had declined to 9.  They put in a nice 15% earnings beat since then and the stock price has risen 21%, to a P/E of 11.  [more]

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