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December 2010

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2

RS Weekly Update - Super Bowl Investing

December 31, 2010 – Comments (0)

Dear Fools,  [more]

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Energy Spending Going Up, Up, Up

December 29, 2010 – Comments (2)

This is pretty big for the oil and natty gas industry:

http://online.wsj.com/article/SB1000142405297020446720457604...

Sorry if you need a subscription to read, but the gist is that they plan to spend a lot. Here's a snippet (bold emphasis mine):

"From giants Saudi Aramco and Exxon Mobil Corp. to five-person wildcat outfits, the industry plans to spend nearly a half-trillion dollars next year to find and extract oil and natural gas, according to a new survey by investment bank Barclays Capital."

So what does this have to do with my portfolio? I don't own any energy stocks...yet.

Foolishly,

Jason   [more]

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New Watchlister?

December 28, 2010 – Comments (4)

Shameless self promotion :)

http://www.fool.com/investing/small-cap/2010/12/28/the-next-...

Fool on!

Jason  [more]

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Housing Still Very Local

December 28, 2010 – Comments (1)

This is interesting to me in regard to how local housing prices really are:

http://finance.yahoo.com/news/Home-prices-falling-faster-in-...

So while it makes sense to see prices drop in major cities (sort of, they were/are pretty inflated to begin with), the Atlanta thing is what caught my eye. My wife and I still own our house in Newnan, GA which is essentially Atlanta (it is a suburb just 20 miles south of the airport). So while housing prices in Atlanta have gotten hit, Newnan on the other hand has remained relatively flat. That is to say that the price we paid for our house in 2005 is still right about what we would get for it, more or less. Further, when we bought it in 2005 prices there were still pretty sane, so we didn't get in a bidding war to buy the friggin' thing. Granted it is more of the suburbs as opposed to the city but that is proving to be a positive as people now seem to be flocking there to get out of the city, so there is still some demand.

Foolishly,

Jason   [more]

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Lessons in Debit and Checking

December 27, 2010 – Comments (2)

Here's another interesting take on Higher One:

http://www.stltoday.com/business/local/article_6b07c502-637b...

Gonna have to keep an eye on this one...

Jason   [more]

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Gaming and News

December 23, 2010 – Comments (3)

Well worth the read:  [more]

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Student Loans Buy Pizza and Beer?

December 22, 2010 – Comments (5)

This is well-worth the read for entertainment purposes alone:

http://www.cnbc.com/id/40777957

It does bring up a greater question though. I mean one individual is quoted as saying:

“I don’t like the fact that someone’s taking money from money I borrowed,”

I guess what this individual fails to realize that this happens to us all virtually every second of every day. How in the world is this any different than if his money were in another account? He would still swipe a debit card and the banks, mechants and card companies would all be getting their piece of it. Unless of course he just pays cash for everything. If that's the case, then great! More power to him!

Foolishly,

Jason   [more]

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New Rising Star Buy

December 20, 2010 – Comments (3)

Another little small cap:

http://www.fool.com/investing/small-cap/2010/12/20/rising-st...

Lemme know what you think!

Foolishly,

Jason (no position)  [more]

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Retire Here...Not There!

December 19, 2010 – Comments (5)

Don't really see enough of this. I'm not planning on retiring anytime soon, but it is still interesting to hear perspectives on places to consider:  [more]

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RS Weekly Update - Be Prepared, ATVI & DKS

December 17, 2010 – Comments (1) | RELATED TICKERS: ATVI , DKS

Dear Fools,  [more]

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Who IPOs First?

December 15, 2010 – Comments (3)

Just a take on some recent financing and estimations of the company's current value:

http://yhoo.it/hz50PX

Wonder when they will think about going public? I will be fascintated to see how the market reacts to this one and Facebook.

Fool on!

Jason  [more]

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Activision Blizzard's 5-Year Plan

December 10, 2010 – Comments (2)

Who knows what kind of substance this really holds, but if there is any truth to it then it looks like ATVI has some pretty cool ideas in the pipeline:

http://bit.ly/i2a9n9

Enjoy!

Jason (long ATVI)   [more]

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RS Weekly Update - Tools, ATVI, ABCB, & ONE

December 10, 2010 – Comments (0)

Dear Fools,  [more]

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Higher One Lock-Up Period

December 07, 2010 – Comments (2)

Hey Fools,

So I found something pretty interesting in Higher One's 10Q. I meant to share earlier, but got busy with other stuff. Ultimately I gotta say I am pretty interested in this stock. But it has run up considerably since I first started researching it back in September from $15 to almost $22 today. As it is a new IPO, I have been reluctant to pull the trigger yet just because I want to learn more about the company and I feel like some of the enthusiasm will wear off at some point and a better price will come along. But here is what I wanted to share from the 10Q (bold emphasis mine):

"The market price of our common stock could decline as a result of sales of a large number of shares in the market after the offering or the perception that these sales could occur. These sales, or the possibility that these sales may occur, also might make it more difficult for us or you to sell our equity or equity-related securities in the future. If our existing stockholders sell, or indicate an intention to sell, substantial amounts of our common stock in the public market after the 180-day contractual lock-up and other legal restrictions on resale discussed in our prospectus lapse, the trading price of our common stock could decline.

Upon completion of our IPO, we had outstanding 55,639,587 shares of common stock. The shares of common stock offered in the IPO were freely tradable without restriction under the Securities Act of 1933, as amended, or the Securities Act, except for any shares of our common stock that may be held or acquired by our directors, executive officers and other affiliates, as that term is defined in the Securities Act, which will be restricted securities under the Securities Act. Restricted securities may not be sold in the public market unless the sale is registered under the Securities Act or an exemption from registration is available. Goldman, Sachs & Co. may, in its sole discretion, permit our officers, directors, employees and current stockholders who are subject to the 180-day contractual lock-up to sell shares prior to the expiration of the lock-up agreements.

After the lock-up agreements pertaining to this offering expire on December 14, 2010 or earlier by waiver by Goldman, Sachs & Co., a significant amount of additional shares will be eligible for sale in the public market, subject to prior registration or qualification for an exemption from registration, including, in the case of shares held by affiliates, compliance with sale volume restrictions and other securities laws. If these additional shares are sold, or if it is perceived that they will be sold, in the public market, the trading price of our common stock could decline."


OK, so I have a theory that we may just see some selling on or shortly after this lock-up period expires on December 14th. Why? Well take into consideration that while there are 55.6 million shares outstanding, the float is only 38.9% which is only about 21.62 million shares that trade hands today. It also wouldn't surprise me to see some of these holders wanting to take advantage of some gains while they can. The share price has really taken off, that is for sure.

Again, it's only a theory. I could be totally wrong, but I am going to be interested to see regardless. We may see some pressure on the price which would certainly pique my interest that much more.

Fool on!

Jason (no position)   [more]

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RS Weekly Update - A Motley Portfolio, ONE & ABCB

December 03, 2010 – Comments (4)

Dear Fools,  [more]

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A Fresh IPO

December 01, 2010 – Comments (0)

It is still pretty new to the market but I am going to be keeping my eye on this fresh-maker:

http://www.fool.com/investing/general/2010/12/01/the-freshes...

Lemme know what you think!

Fool on!

Jason (no position)  [more]

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Of Wikileaks and Banks

December 01, 2010 – Comments (0)

I was kind of on the fence about this whole Wikileaks thing, but now that they are talking banks I gotta say I am a bit more interested:

http://www.cnbc.com/id/40437169

Should be a fun one to follow. I will be very interested to see what the market's reaction would be any "Wikibombs."

Foolishly,

Jason  [more]

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