April 2011
April 29, 2011 –
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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]
April 08, 2011 –
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]
April 07, 2011 –
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]
April 01, 2011 –
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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