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May 2011



I'm Not Shorting LinkedIn, But...

May 22, 2011 – Comments (3) | RELATED TICKERS: LNKD.DL

LinkedIn is a good company. It has a defensible niche among social networking sites. It maintains a huge trove of business-related information that can be very valuable to users, for networking, and businesses, for recruitment. Plus, it's a good space to advertise on. I would certainly consider buying the stock if it were 5 to 6 times cheaper. 



Investing Defensively

May 22, 2011 – Comments (1)

recent Marketwatch article says that we seem to be entering a "risk-off" climate, where traders are rotating out of energy, financials and materials. I'm not as much into investing based on macro trends, and I definitely make no claims about being able to predict market crashes. I invest mainly bottom up. But I agree - if you haven't done so already, you should look at your asset allocation and make sure you have a reasonable amount of defensive stocks, especially consumer staples, health care and regulated utilities. All three are considered defensive, acyclical stocks, and firms tend to pay significant dividends (which I love!).  [more]



Cisco may be getting smart

May 12, 2011 – Comments (5) | RELATED TICKERS: CSCO

Cisco missed the Street's earnings estimates somewhat, although their quarterly revenue growth was somewhat higher than analyst expectations. The shares plunged today. These are short term issues. However, another factor that may have spooked the market is that the CEO, John Chambers, admitted in interviews that the company could no longer maintain the growth rates it had when it was young.  [more]

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