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November 2010



Betting on Bailouts (and Foolanthropy)

November 29, 2010 – Comments (15)

With all the news about European sovereign debt and banking problems, I thought a look back at some share price histories from the recent US version of the big bank* bailout bonanza might be useful.  Obviously, pre-bailout investors in the old GM, Fannie and Freddie got hammered, but some of the pre-bailout bets on the TARPed banks turned out well.
   *"bank" is loosely defined to include automakers and mortgage bundlers.   [more]



A Few Bond Stories and Thoughts

November 27, 2010 – Comments (3)

Over the last week, I ran across a couple of articles on bond issues I thought were interesting when taken together.    [more]



Rerunning a Screen That Worked

November 15, 2010 – Comments (1) | RELATED TICKERS: HWKN , AZZ , PRIM

When one of my holdings doubled after a little over one year holding period, I remembered it had turned up in a screen from last July.   I went back to see how the other hits had done and found all ten had gone up with seven outperforming the S&P500.  Hmm, 70% success rate; maybe I should try this again.   [more]



These Joints Rock

November 09, 2010 – Comments (9)

Rehab from hip surgery was going well enough to spend a little time getting back to researching and writing.  Seemed appropriate that a look at companies making artificial joints would be a good way to get back in the game.  [more]



QE2 - Performance Out of the Blocks

November 04, 2010 – Comments (1)

The Fed announced its latest quantitative easing (QE2) plan yesterday.  The $600 billion plan was near the expected numbers I'd seen tossed around in the news, so it should have been largely priced in to the market.  [more]



Added a New Holding Today

November 01, 2010 – Comments (5) | RELATED TICKERS: FXA

I dipped my toe into the currency trade today with a small position in CurrencyShares Australian Dollar Trust (FXA), an ETF that tracks the Australian Dollar.  [more]

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