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October 2008

Recs

6

Bottom calling

October 30, 2008 – Comments (5)

I have not seen the kind of capitulation selling marked by volume that would lead a technician to think the bottom was at hand.  I think there is a bottom, and I don't think we've seen it yet.  The reflexivity market is hard to time; I do not know when it will occur.  I do know that there will be no catalyst.  [more]

Recs

5

Alpha

October 22, 2008 – Comments (4)

There's a lot of talk about alpha.  [more]

Recs

1

MHS,ESRX,MO

October 15, 2008 – Comments (1)

I am a practicing physician.  [more]

Recs

4

You! Tell me about GM.

October 10, 2008 – Comments (6) | RELATED TICKERS: GM

I've been boosting GM in this section for a while.  I cheerfully admit that I started my GM buying spree at $36, and I bought more at $22, $17, and $11, so if you are looking at price movement there would be no way to categorize what I did other than WRONG WRONG WRONG.  [more]

Recs

2

A selected list of stocks, and my opinions about them

October 07, 2008 – Comments (1)

I took a look at my CAPS active picks list.  These are all stocks that I have looked at the annual report and some 10Qs in the last year, followed the news on, and in many cases have owned or traded.  I am no expert in stocks, so please bear that in mind as your scroll down through my opinions.  [more]

Recs

1

Unaffected sectors

October 04, 2008 – Comments (0)

A lot of what I'm still holding hasn't been hit very hard by the last few days - I'm still holding steady at about a 5% loss over the last year, all told - and so when I look around at what I dumped two weeks ago and what I've been keeping an eye on for the last two years, the carnage is sort of surprising.  [more]

Recs

13

Congratulations to dwot

October 02, 2008 – Comments (2) | RELATED TICKERS: GE , GS , BRK-A

I've had my eye on her insightful wisdom for months - she sure deserves Top Fool honors.  In fact, she deserves to be running a hedge fund, although I suspect she wouldn't regard that as any kind of a compliment :)  [more]

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