Use access key #2 to skip to page content.

August 2008

Recs

9

Q2 GDP was a bunch of baloney / PM Smokes Big MO

August 29, 2008 – Comments (1) | RELATED TICKERS: MO

Everyone sing it with me, the Fed is not going to raise rates, do da, do da.  I have been saying for months and I will continue to say that the Federal Reserve will not raise interest rates before the end of the year and likely not until mid-2009 at the earliest.  Much of the dollar strength that we have seen lately is based on the premise that the Federal Reserve is more likely to raise interest rates before the ECB.  I say hogwash.  [more]

Recs

16

Why I hold on during oil's wild ride / Buy Low / Tequila...yuck

August 28, 2008 – Comments (9) | RELATED TICKERS: MO

Man, following the markets closely can be exhausting.  As much as I would like to ignore the day-to-day movement of stocks and commodities, I find it too fascinating to be able to.  Fortunately, I have trained myself not to make rash decisions and panic over short-term moves, but instead to focus on the big picture.  [more]

Recs

10

Good Old Fashioned Genetically Modified Growth

August 27, 2008 – Comments (3) | RELATED TICKERS: SYT

Good Old Fashioned Genetically Modified Growth  [more]

Recs

17

Wow that didn't take long / Why I believe that Chinese stocks will outperform in 2009

August 25, 2008 – Comments (5) | RELATED TICKERS: GM , F

Last week I posted a "Fearless Forecast" with my top tem predictions for 2009 (see post: The Fearless Forecast: 10 Stone Cold Lead Pipe Locks for 2009).  At the time I didn't post any explanations of my them, but I plan on going into greater depth on each one in future posts.    [more]

Recs

19

A hidden “National” treasure / Arrggggg, Gold Coins / How I determined that GM will survive

August 22, 2008 – Comments (5) | RELATED TICKERS: NCC.DL2 , GM , GLD

A hidden “National” treasure  [more]

Recs

14

TK Looks OK to ME / Hot Topic MWHAHAHAHAHAHAHAH

August 21, 2008 – Comments (4) | RELATED TICKERS: TK , HOTT

Two weeks ago I blogged about how I expected tanker stocks to rebound in the near future after getting beaten up lately:   [more]

Recs

10

I.O.U.S.A. / Analysis of Ken Heebner's Q2 Positions

August 21, 2008 – Comments (4) | RELATED TICKERS: BTU , CNX , TS

I have a couple of quick notes this morning.  [more]

Recs

18

Hmmmmm, "Buffett and Gates tour Alberta oil sands"

August 20, 2008 – Comments (15) | RELATED TICKERS: CNQ

Here's an interesting headline that seems to have gone somewhat under the radar here in the U.S.  I picked up on it while perusing a Canadian newspaper.  [more]

Recs

26

The Fearless Forecast: 10 Stone Cold Lead Pipe Locks for 2009 / George Soros is a liar

August 20, 2008 – Comments (11) | RELATED TICKERS: LEH

To borrow a line from ESPN radio's Mike and Mike in the morning, these are my  [more]

Recs

8

My e-mail to Jim Jubak

August 19, 2008 – Comments (3) | RELATED TICKERS: CBI , JEC

  [more]

Recs

15

Power Up Your Portfolio with ABB

August 18, 2008 – Comments (3) | RELATED TICKERS: ABB

Power Up Your Portfolio with ABB  [more]

Recs

9

Clean, Cheap Power / A Bet Worth Making

August 14, 2008 – Comments (3) | RELATED TICKERS: CPN , MPEL

Calpine: Clean, Cheap Power  [more]

Recs

20

Refiners: A nice place to visit, but I wouldn't want to live there / Strange name, great company / Consequences of a stronger dollar

August 13, 2008 – Comments (5) | RELATED TICKERS: VLO , MIL , MCD

Refiners: A nice place to visit, but I wouldn't want to live there  [more]

Recs

17

Infrastructure stocks are getting pounded for no reason / I'm a zombie

August 12, 2008 – Comments (10) | RELATED TICKERS: FLR , CBI

Infrastructure aka engineering and construction stocks are getting pounded for absolutely no reason again today.  Two of my favorite companies in the sector are currently down more than 5% on the day.  [more]

Recs

12

Recent Dollar Strength: Reasons & Implications / Dollar intervention? / Man, that's a lot of people

August 11, 2008 – Comments (4)

Why is the U.S. dollar so strong right now?   [more]

Recs

16

July's real money trades / Two old school, cheap stocks / A solid energy play

August 10, 2008 – Comments (4) | RELATED TICKERS: GE , GNI , XTO

I always talk about stocks that I find interesting, but often neglect to talk about my real world portfolio because Motley Fool employees and contractors are not allowed to talk about stocks within ten days of purchasing or selling them. So I figured that I would take some time share a few of the real-world transactions that I made in July.   [more]

Recs

16

Why today is possibly the most important day of the entire year

August 08, 2008 – Comments (9) | RELATED TICKERS: BUD , TAP

.  [more]

Recs

11

Tanker stocks ready to rebound? / Wonder-ful results / Monsanto rumor / Windfall taxes

August 07, 2008 – Comments (4) | RELATED TICKERS: FRO , WATG.DL , MON

The stocks of tanker companies have been hit pretty hard over the past month or so, even shares of my favorite one Frontline (FRO).  Rightfully so, too given the massive 46% drop in oil-tanker rental rates that was reported last week.  Rates may soon begin to reclaim some of the ground that they lost though.  Bloomberg is reporting that tanker owners have instructed captains to slow down their ships.  The average speed of very large crude carriers (VLCCs as they are called in the industry) has reportedly dropped 3.8% to 10.21 knots since July 12.  [more]

Recs

16

Don't waste your time listening to the Fed / The Commodities carnage / Buy these stocks baby

August 05, 2008 – Comments (3) | RELATED TICKERS: SYUT , CRI , BABY

I have an amazing time-saving tip for investors out there.  Don't bother reading about or watching reports on the Federal Reserve's meeting today.  You know why, because the Fed is going to do the same thing with rates today that it will do with them for the entirety of 2008...NOTHING.    [more]

Recs

20

Greenspan should shut the heck up / Interesting insight from Meredith Whitney / More on the BLS BS

August 04, 2008 – Comments (5) | RELATED TICKERS: WB.DL2 , JPM

Is it just me, or does anyone else out there wish that Alan Greenspan would just shut the heck up and go hang out on a beach somewhere.  The "Maestro" (HAHAHAHA) is up to his old tricks talking about the economy from the sidelines again.  In an interview with CNBC said last week "I think the data at this stage in the United States are not ... suggesting recession...We're right on the brink and I would be more surprised if we didn't (have a recession) than if we did, given the financial state. (see article: Global slowdown may put U.S. in recession: Greenspan)."  Guess how we got there moron?!  [more]

Recs

18

Are they lying or just inept? / A company that's selling for peanuts / It's a beautiful day in the neighborhood / Where is oil headed?

August 03, 2008 – Comments (10) | RELATED TICKERS: CBI , FDP

It’s a beautiful day here on the New York City area. I just spent four hours at the pool and I am now sitting on my deck working on my laptop. Days like today are nice enough to make me forget about how frustrating the stock market has been lately. Those of you who have been following my blog know that I have actually been fairly accurate with my sector and specific company calls. I’m definitely batting over .500 and probably closer to .750…yet my portfolio returns are still flat to slightly negative over the past year, mainly as a result of multiple contraction. I would be in much worse shape if I didn’t hit a home run with a 30% gain on the ten or so stocks that I shorted for a few weeks ago when the market really hit a rough patch.   [more]

Recs

13

Just like housing, financial magic drove auto sales to a height that they never should have reached

August 01, 2008 – Comments (4) | RELATED TICKERS: GM , F

Just like housing, financial magic drove auto sales to a height that they never should have reached  [more]

Featured Broker Partners


Advertisement