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August 2007



Ending Underperforms

August 30, 2007 – Comments (7)

In a comment to my blog about dueling picks on AOB that both turned out positive, fellow Fool Capsperson asked me how I went about ending under perform picks.  The reply got pretty long so I decided to duplicate it as its own blog entry.  [more]



A timing example

August 22, 2007 – Comments (2)

I found an interesting example of timing's importance while reviewing some closed picks today.  [more]



So, hedge funds are in trouble. How do we play it?

August 12, 2007 – Comments (1)

By you've probably picked up on at least some of the reports about hedge funds being forced to liquidate assets to cover redemptions, answer margin calls, etc.  Not only has CNBC been mentioning it, but the stories have appeared in the WSJ and this weekend's Barron's was full of stories about big money funds that are having problems.  [more]



Updates on NNBR and GSF

August 03, 2007 – Comments (0)

     NN, Inc. (NNBR)  [more]

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