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July 2009



My take on AAPL and the recent market moves

July 24, 2009 – Comments (5) | RELATED TICKERS: AAPL , PM

I'm neither long nor short AAPL right now.  But I recently read that because of its recent big jump on earnings that you "may want to wait for a pullback" before buying in.  [more]



Slow on the uptake

July 09, 2009 – Comments (5) | RELATED TICKERS: GE

For many years, I watched GE, which made up something like 4% of the S+P market cap.  Since that is a cap-weighted index, as GE went, so went the S+P, and so on.  GE is a diversified conglomerate; over the years I watched it it had a large financial services component, a large power division, an aircraft division, an industrial machinery division, a home appliances division, and lots of other smaller divisions that did business-y things.  [more]

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