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September 2010



A tiny microcap on a tear

September 13, 2010 – Comments (7) | RELATED TICKERS: CLCT

I found a stock a few years ago using a small-cap no-debt dividend yield screen, the same one that turned me on to OLN and GHM.  It had been languishing on my CAPS watchlist for most of that time, but then I noticed a change in the tenor of its price movement and put it onto my CAPS for real, where it has netted me 31 points as of this blog entry.  [more]



A Staggeringly Incorrect Thesis

September 11, 2010 – Comments (14)

Get out your reading glasses, because what I'm about to propose is politically incorrect, potentially ugly to contemplate, and is going to require close reading so that you, my gentle reader, don't tar and feather me and ride me out of town on a rail.  [more]



Homebuilder time

September 06, 2010 – Comments (4) | RELATED TICKERS: ITB

"What's that," you say?  "Can't you hear that thud-thud-thud - nails being hammered into the homebuilder coffin?"  Why, yes, I have been hearing it since 2006, when I started following Casey Serin's blog.  The amusement that followed was nearly limitless.  [more]

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