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April 2011

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5

John Rowe and Exelon's Ill-Advised Acquisition

April 29, 2011 – Comments (0) | RELATED TICKERS: EXC

Exelon has stated its intention to acquire Constellation Energy. Too bad I'm not an institutional shareholder - I think this is a bad idea and I will vote all my shares against it, not that it will make a difference. While I think that Constellation is a decent strategic fit for Exelon:  [more]

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Deeper Dive Into Financials and Real Estate - Sector is a Hold

April 08, 2011 – Comments (1)

Financials - the sector populists love to hate. We bailed them out, and now they're raking it in again, but the rest of the economy is still recovering slowly. For the record, I think our financial sector is much bigger than it needs to be. Too many of our best graduates go to Wall Street when they could be making stuff that's actually useful.  [more]

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Stock Market Not a Screaming Buy, But Some Pockets of Value

April 07, 2011 – Comments (2)

I've been going through my portfolio recently, trying to figure out how to position myself for the coming year. I've concluded that the stock market as a whole is more or less fairly valued. It's not time to run for the hills. But I am becoming more cautious, and I have been trying to raise cash.  [more]

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My comments on Sokol

April 01, 2011 – Comments (1)

Much ink has been spilled over David Sokol's stock trades and subsequent departure from Berkshire Hathaway (BRK.A, BRK.B). I'll add only this.  [more]

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