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March 2007

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CREAF; and Gaming the System

March 26, 2007 – Comments (0)

I finally ended my outperform pick on CREAF today.  I had to face the facts, the stock is going down and its going to keep going down, despite the quality of its products.    [more]

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Dennis Kozlowski looks like a Giant Ogre, also ALEXZA IZ RAD

March 26, 2007 – Comments (0)

I'm not sure how I feel about the whole Dennis Kozlowski thing.  On Squawk Box this morning, they were talking about him; Joe Kernan, my most favorite cnbc personality, said he thinks Koz got a raw deal.  He wasn't as bad as the Enron guys and there wasn't any shady accounting or outright fraud.  All he did was take a huge salary and a ton of extra money.  And bear in mind, he basically built that company.    [more]

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Primer Impacto

March 22, 2007 – Comments (0)

For the first few weeks after I first started Caps in January, all I wanted was to be an All-Star.  I was obsessed; I constantly checked and tweaked my stocks, reading up on every aspect of every stock, the financials, the ownership, everything.  For some reason, I was more obsessed with Caps than I was with my real portfolio.   [more]

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