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February 2012



Does Proximity to Silicon Valley Guarantee Success?

February 15, 2012 – Comments (3) | RELATED TICKERS: KODK , AOL.DL , NOK

It seems like there might be something in the water around the San Francisco Bay Area. A very casual look at a few technology failures in the last few years seems to point to an inverse correlation, spurious though it may seem, between proximity to Silicon Valley and the probability of failure or near-failure.   [more]



An Investor's Conscience and Corporate Insanity

February 14, 2012 – Comments (0) | RELATED TICKERS: GSK , MON , HAL

As an investor, I consider myself a part owner of the companies in which I invest, never mind the fact that I may be holding only a millionth of the market value. As such, I feel the need to act responsibly and own companies that I would be proud showing off to my kids, grandkids and neighbors alike.    [more]



Tired of All This Dividend Talk

February 07, 2012 – Comments (7) | RELATED TICKERS: MO , DHY , AGNC

There has been a lot of talk lately about how investors are chasing yields and how dividend stocks are now in bubble territory as a result. The WSJ had an article comparing dividend stocks and bonds and Morgan Housel in his recent article titled “Dividend Bubble” went as far as to attach the “Bubble” moniker to stocks such as Altria and Consolidated Edison.   [more]



What Gives?

February 04, 2012 – Comments (16)

The S&P 500 is up over 6.9% YTD, commodities trending up led by Silver at 20.5%+, Orange Juice at 19.7% and gold up 10.3%.  With unemployment down to 8.3% and Initial and continuing jobless claims beating expectations positively, it seems like a good year. Yet, even though my investments have performed really well, I have a sense of foreboding. It’s that feeling you get when you think you are being stalked, the hairs on the back of your neck stand, you keep looking behind you furtively and you know you want to run but it would be ridiculous if it turned out that it was only your imagination running wild.  [more]

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