March 26, 2007 –
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]
March 26, 2007 –
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]
March 22, 2007 –
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]