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May 2008

Recs

3

I've changed my mind about MCO

May 31, 2008 – Comments (3) | RELATED TICKERS: MCO

I hope I can get my money out Monday before the collapse. Check out this article by Sinchiruna.

Let me know if the link doesn't work. 

Recs

3

Some thoughts about Sigma Designs

May 30, 2008 – Comments (2) | RELATED TICKERS: SIGM , BRCM

Sigma Designs (SIGM) reported $0.40 in earnings (excluding items) instead of $0.42 in earnings, as analysts expected. Also, analysts expressed skepticism about Sigma's growth prospects, citing Broadcom (BRCM) ominously. So, SIGM traded down 18%, to less than 12 times cash flow. This for a company whose revenue and earnings growth has been nothing short of torrid.  [more]

Recs

3

What happened to Jinpan?

May 29, 2008 – Comments (1) | RELATED TICKERS: JST

Increasing your revenue and earnings by about 50% each and issuing happy guidance usually makes
investors want to invest in you. At least, it usually does not motivate sellers to dump your shares at bargain prices. Chinese transformer maker Jinpan International (JST) juked that traditional mindset today by putting up spectacular growth in revenue and earnings, issuing guidance for a strong 2008 overall, and shedding 15% of its share price.  [more]

Recs

13

Pay more attention to me!

May 28, 2008 – Comments (11) | RELATED TICKERS: BOLT , MCO

Not enough of you are reading my greedy, capitalist blog The Fleabagger Portfolio! I know this because my recommendation is up only $0.49 since I recommended it. What have you people been doing the past 2 trading days? Read my blog, and tell all your friends to read it too! Do it now!  [more]

Recs

6

You Pacific Ethanol bulls change your mind?

May 23, 2008 – Comments (10) | RELATED TICKERS: PEIX

It looks like everybody who bid up Pacific Ethanol (PEIX) was just kidding. It is down 14% so far today. So you don't think the lower than expected loss (or profit, not counting the impairment charge) was sign of a sustainable turnaround?

Recs

1

A big new opportunity

May 23, 2008 – Comments (2)

...uh, I mean for me, not you. Here at long last, is the first pick for The Fleabagger Portfolio. If that link does not work, copy and paste:  [more]

Recs

4

Cowardice rears its ugly head

May 22, 2008 – Comments (7) | RELATED TICKERS: RYL , DHI , PHM

Okay, so it's time to come clean. I'm not as convicted on the homebuilder front as I've seemed. I've been following FB (the real FB - FloridaBuilder) and whenever he abandons a homebuilder short, I do too. I haven't reloaded my RYL and DHI shorts because FB wasn't there when I checked. And he's got only 100 active picks, so it's not too crowded in his CAPS portfolio to have a few more accuracy juicers if he wants them.  [more]

Recs

4

New stockpicking blog

May 20, 2008 – Comments (4) | RELATED TICKERS: MR , BRN , S

I'm starting a stock pick blog over at blogspot to highlight some of the very best investing/speculating ideas I have. Also, to satisfy my greed for money and attention. You'll find it at the intersection of Croesus and Mammon. Or, if that link doesn't work, http://fleabaggerportfolio.blogspot.com.  [more]

Recs

4

A completely off-topic rant about Prince Caspian

May 19, 2008 – Comments (7)

I believe I have already mentioned that C.S. Lewis' Chronicles of Narnia are my favorite works of fiction, and they have inspired me to become a novelist. The feeling that I get from reading them and remembering the first time I read them is something that I cannot describe to anyone who does not feel the same way, but it is powerful.   [more]

Recs

2

Now where did that pick go...

May 16, 2008 – Comments (4)

I know I just ended one red thumb today that I was going to reload for score and accuracy, but it's not showing up in my ended picks page. I checked pending and it's not there either. Where did it go? Ug, this is going to bug me. It was a really good one, too, I just can't remember what it was...

Recs

5

Can't? You should have stopped with "won't," Bill Mann

May 13, 2008 – Comments (5) | RELATED TICKERS: CDE , LMC.DL2

Okay, it is pretty audacious to chastise one of the greatest investors at the Fool (or in the world?), but Bill Mann said something ridiculous. After saying that an 11.5% economic growth rate is something that the U.S. will never see again (which is probably true), he immediately went on to say it can't. It can't?  [more]

Recs

11

Oil explained

May 12, 2008 – Comments (10) | RELATED TICKERS: USO , XOM , BOLT

Oil is way higher than $120/barrel now, and everyone thinks it's over $100 to stay, and perhaps headed for $200. Wowie-zowie! Peak oil, huh?  [more]

Recs

4

Am I the last to know that Hollywood Dan is leaving the Fool?

May 07, 2008 – Comments (6) | RELATED TICKERS: HD

If not, whoever just now found out can read his last post here.

Recs

0

The new accounting rules

May 07, 2008 – Comments (0) | RELATED TICKERS: ACAS , CDE , LMC.DL2

As most of you know, AmCap Strats (ACAS) got hammered by the new accounting rules that require you to write down the value of assets to the price you would get if you sold them today. I wonder if Coeur (CDE) and Lundin (LMC) can "write up" the value of their silver reserves to today's silver prices?

Disclosure: I own shares or call options of all these companies.

Recs

4

Waxing Roth

May 06, 2008 – Comments (1) | RELATED TICKERS: LOOP.DL , BOLT

My Roth is waxing again. I had bought some speculative plays with it for a while and it had waned. But, inspired by my friend, whom I taught the basics about investing, and who figured out how to find opportunities to make a quick hundred here and there (for him I think that's about 5%) by day trading IPO's and solar stocks, I just traded the LOOP earnings report, made over 20% (on about $4,500) in a few days, and sold LOOP to buy BOLT (with all $5,400 or so). I paid about $18.10 for it. It is way oversold and undervalued here, so I didn't want to risk a limit order to try to shave a few cents from my cost basis. I'm willing to be the biggest sucker of the hour to be the biggest genius of the month.  [more]

Recs

6

American Capital Strategies makes money

May 05, 2008 – Comments (7) | RELATED TICKERS: ACAS , UBS

... and UBS loses money. Who are you going to trust?  [more]

Recs

0

I just wanted to remind myself to research this stock

May 02, 2008 – Comments (4) | RELATED TICKERS: CGS

...CGS. Chyron. Thank you, and good night!

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