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"Lame sauce..."

April 30, 2015 – Comments (0)

, that's because I have been away for over a year. read recent commentary by chief spiffy that not only does he 'play' CAPS, but references it and chooses CMF teammates from the all-star ranks. I have been just below the all-star threshold for a long time. however, my CAPS picks are old picks (not necessarily sold, just old and cold) and with new 'picks' (read real money) so far in calendar year 2015, including today's 1.5%+- haircut, I'm up roughly 15% in portfolio value. If I had been making calls over the past 6 months, I'm rather sure I would be 'all-star' status. (see - INBK, XPO, SWKS, SKX, WETF, BOFI, WAB, AMBA, ELLI, AMZN, etc). In the 2015 SA Challenge, I held the number one position for over a month, but oh how the might have fallen, I now sit around 25th (out of 280+ challengers, that is still top 10%). In the 2015 RB Challenge, I sit around the same mark, but there are far fewer challengers, which equates to about the break of the first and second thirds.  [more]




February 25, 2014 – Comments (2)

been to shame-faced to talk around here for quite some time. And, yes it is probably too early to be blogging here. BUT, I finally got my star back! I still look at CAPS, but spend more tme on the boards where the "real" discussions take place. I see some reasoned positive and negative analysis and calls here, but have been warned to be careful relying on the CAPS 'game'.  [more]




November 15, 2013 – Comments (1)

Thrown back to the 60's! You gotta be kidding me! I wasn't even born then. More all-time highs for DOW and more all-time lows for VanLiew. If you think this is where the story ends, you must be stuck in the 60's too... and... smoking something you shouldn't be!

Keepin' on Foolin',




Not worried

November 05, 2013 – Comments (6)

Climbing score but plummeting accuracy leads to a CAPS score in the low 70's?!?! Bummer! This too shall pass. "All-Star" is my destiny. Short-term setbacks on the companies I own versus the earnings of the S&P don't bother me. I am confident that my selections thus far and the accompanying 5 year investment horizons will result in the coveted colorful Jester's Hat one day being securely cemented upon my cerebral cortex.  [more]




November 01, 2013 – Comments (0)

Wow! I got hit in the head so hard, not only did I lose my red hat but I am not even seeing stars! A short term setback, I hope. My Scorecard is better than my CAPS. And my real money portfolios are better than My Scorecard. (Not all business ownership positions are listed on My Scorecard and not all CAPS listed reflect exact entry points) [BTW: DG, I got your message about CAPS being for fun, however it still seems a tool worth whetting as the competitive juices have us all wanting to win. Yes?] If this keeps going (he writes out loud as he thinks)... the average hovering at all time highs, my own high flying RB'ers retreating a bit, total returns decreasing slowly and steadily... I better check my greedy gun at the door and keep keep some powder dry.  [more]

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