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May 2009



Dumpster Diving for CAPS Points

May 27, 2009 – Comments (2)

The ‘what my favorite players did’ list yesterday showed a lot of red thumbs on Endeavor Power Corp. (EDVP.OB) and, after a quick review, I jumped on the red thumb bandwagon.   [more]



What about all those warrants?

May 26, 2009 – Comments (5)

I had what I thought was a great blog topic and idea for how Treasury could dispose of the bank warrants acquired through the TARP Capital Purchase Program (CPP).  Then, as often happens, facts got in the way and the direction changed a bit.  [more]



Stocks vs Bonds for income

May 22, 2009 – Comments (10)

A traditional model for investors is something like 100 minus your age = the percentage of the portfolio that should be in stocks with most of the remainder allocated to bonds.  Since I’m 50, this model would say half my portfolio should be in stocks with something like 40% in bonds and 10% in cash.  In today’s market, I think that allocation understates the inflation risk in bonds and doesn’t account for how far some solid, dividend paying stocks have fallen.  [more]



Takin’ Care of (banking) Business

May 11, 2009 – Comments (2) | RELATED TICKERS: BTO

There’ve been a lot of blog posts and TMF articles recently about the health of the banking industry and whether or not it’s time to start buying.  I really don’t want to rehash all that with this blog, but do want to review an option other than individual stocks or ETFs for investors interested in adding banks to their portfolios.  [more]



Stagecoach flies. Why?

May 06, 2009 – Comments (9) | RELATED TICKERS: WFC

If you’ve been following my blogs or picks, you probably know I’ve been a cautious bull on Wells Fargo (WFC), one of my original CAPS picks from Feb 2007 and a core part of my portfolio pretty much since I started investing in individual stocks.  [more]



A Plan Emerges for Government Motors

May 05, 2009 – Comments (4) | RELATED TICKERS: GM

Details are sketchy, but there is apparently a restructuring plan out for GM.  [more]



Energy’s ‘Picks and Shovels’ – Dresser-Rand (DRC)

May 03, 2009 – Comments (2) | RELATED TICKERS: DRLC.DL

The oil and gas world hasn’t been getting a lot of attention lately; let’s take a look at an equipment supplier’s results and see if it’s time to get interested again.  [more]

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