January 07, 2009 –
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RELATED TICKERS: COP
, GPOR
, APC
As a disclaimer, I hold long positions on both Conoco-Phillips (COP) and Gulfport (GPOR). [more]
January 01, 2009 –
It is a start of the New Year and it looks like interesting times. On the one hand the economy will certainly continue to deteriorate as an estimated 12,000 retail stores are likely to shut, causing job losses in retail and producers. On the other hand, soon-to-be President Obama is promising a massive gear change with an even more aggressive series of economic stimulus packages. [more]
December 23, 2008 –
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RELATED TICKERS: GM
GM has long had a reputation for arrogance, remember Peter Lynch's damning criticisms in his book "Beating the Street." ? Well, Waggoner's own words showed another sign that GM has a disconnect with economic reality. [more]
November 26, 2008 –
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RELATED TICKERS: C
A friend of mine poked into my list of picks. She knows that I like a long-term value approach and was curious about my take on Citigroup. Yep it's on my list. Yep, it's great value. Nope, not long term. [more]
November 24, 2008 –
Well, after a two year hiatus from the stock market I see it is time to return. Stocks are at historical lows and hysteria is at historical highs. I haven't been this happy with a stock market since November of 1987. For those not historically tuned, that is just after infamous Back Monday, October 19,1987. [more]
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