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TheHarm (31.14)

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3

The Market's Have A Clearance Sale

September 29, 2008 – Comments (6) | RELATED TICKERS: NVDA , GHM , CLF

"Be greedy when others are fearful, and fearful when others are greedy."  [more]

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3

Long and Short-term Value Plays

July 11, 2008 – Comments (4) | RELATED TICKERS: HOC , MIDD , NVDA

    With such an erratic market, it stands to reason that some stocks are going to get whipped around more than others.  I firmly believe some may have been whipped around too much.   It reminds me of a group of kids on a merry-go-round.  They're all screaming, "Go faster! Go faster!"  So you decide you're going to spin them around faster and faster and they're all still screaming for you to increase the velocity....  It's not long before Little Johnny can't hang on tight enough and he's effectively whipped off the merry-go-round altogether.  I think I have found a few Little Johnnys in this market.  [more]

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An Alternate Theory to the Efficient Market Hypothesis

July 11, 2008 – Comments (0)

     The market is as fickle as the people that make it up.   If it wasn't, the market would never fluctuate and everything would just be a walk in the park.  Picking stocks would be tantamount to picking daisies.  However, this is not the case.  I've just started investing not too long ago, but it didn't take long to realize that the Efficient Market Hypothesis is a bunch of hogwash.  Although there are a lot of examples that refute it, I think a little bit of common sense is assuredly sufficient to disprove it.  Although, if you need examples I will provide a few:  [more]

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Stock Analysis: ICF International

June 22, 2008 – Comments (1) | RELATED TICKERS: ICFI

This company may take a bit of beating this year due to slow economic growth but there are basic logical reasons why this company is a great long term buy.  For one, this company has quality management (all brilliant individuals with high levels of integrity) and employees (42% of staff has post-graduate education).  Secondly, this company is well-diversified.  If it stands to reason that diversifying investments in your stock portfolio lowers risk, this company should also have limited downside due to its industry diversification.  Additionally, due to the aforementioned diversification if you are bullish on the American economy you should be bullish on this company because this company has several contracts with many large American companies lasting a minimum of 11 years.  This company has great visibility as well.  The company currently has an $845 million dollar backlog and has accurately projected revenue for several years with current projected revenues in the $700 million arena.  This company is granted multi-million dollar contracts (including the largest reconstruction contract ever of $900 million).  ICF is also involved in many sectors which have excellent potential for growth.  This includes (from most concentration to least):  environment & infrastructure, defense & homeland security, health & human services, and last but not least, energy & climate change.  These are all excellent arenas for various logical no-brainer reasons. Also, ICF has acquired quality companies in each of these areas and recently purchased a company involved in energy & climate change.  I expect energy to be the number one focus for the next presidency and ICF along with its acquired company will benefit greatly from this shift in focus.     [more]

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My Top Picks for 2008

June 03, 2008 – Comments (4) | RELATED TICKERS: FSTR , GU , VSEC

After sifting through tons of data on a myriad of stocks I've decided to compile a list of 3 stocks that I believe will destroy the S&P 500 over the next few years. I am a firm believer in holding over the long term but I believe these stocks will be good for the near term as well.   [more]

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