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June 2008

Recs

6

Why do people like this have a job?

June 24, 2008 – Comments (2) | RELATED TICKERS: IMMR

I just read the article about MarketWatch interviewing David Trainer, found here. If you took the time to read that before coming back here, you probably know what stood out to me. IMMR would take 100 years at its current growth rate to justify its current valuation? Really, Mr. Trainer? Let's explore that.  [more]

Recs

4

Quantum Leap

June 23, 2008 – Comments (2) | RELATED TICKERS: NDAQ

I can't believe my eyes. It's like some bizarre, implausible sci-fi TV show. Mr. Market put a Monet in his garage sale for $29. In case you hadn't read on my awesome blog, The Fleabagger Portfolio, Nasdaq OMX (NDAQ) is the best stock in the world right now. It's a great company, has a huge moat, has enormous growth opportunities, has adroit management, and has a wonderful brand. I'm trying to think of good reasons for anyone to sell it for less than $50, and I can't think of one. That's not much of a multiple for this company, considering all it has going for it.   [more]

Recs

7

Oil, gas, and socialism

June 22, 2008 – Comments (19)

I'm pretty sick of hearing people defending drilling bans on the basis that they might not yield energy to benefit the country/world/their own ego. Why not let profit-driven companies try? No one's forcing you to invest in their stock. So what do you have to lose by letting them try?  [more]

Recs

2

About that moat...

June 20, 2008 – Comments (3) | RELATED TICKERS: SIGM

I posted in May, after Sigma Designs (SIGM) dropped about 15% in a day on disappointing (but by no means devastating) earnings news, that I did not know whether or not it had a moat. Well, I read this since then, courtesy AP:  [more]

Recs

4

Coeurage

June 18, 2008 – Comments (1) | RELATED TICKERS: CDE , GG , SLV

Okay, so I've been flacking Coeur d'Alene Mines (CDE) for a while now, and it hasn't turned out well so far. And everyone knows that miners are all badly mismanaged and CDE is no exception. "Just look at all the dilution! Why haven't you talked about the dilution? Are you dishonest or what?"  [more]

Recs

11

The choice is clear: nuclear

June 16, 2008 – Comments (1) | RELATED TICKERS: USU , ABB , HNP

Apparently nuclear is cleaner, safer, and cheaper than ever before.

 

Recs

5

Compartir

June 16, 2008 – Comments (0) | RELATED TICKERS: WGO , FLE

I really liked this article on MSN about sharing. Of course, retirees might not like it so much.

Recs

2

Obviously none of you read my "The Incredible Hulk" review

June 16, 2008 – Comments (6) | RELATED TICKERS: MVL.DL , BRCM

I can tell not from the lack of comments (because what else is there to say, really?) but by the lack of recs. I forgive you, because it never showed up in the "Newest Blog Posts" section to your right. I blame CAPS. Perhaps I posted my excellent, incisive commentary on the Henry Nicholas affair to soon afterward. Who knows? But by all means, click "Blog Home" just above where it says "Blog Archive" to your right. It should be the second one down for a while yet. It's the one titled "Well, I missed the matinee" and it will raise the bar for movie reviews henceforth.  [more]

Recs

2

How serious are the drug charges

June 15, 2008 – Comments (3) | RELATED TICKERS: YHOO , BRCM

...being brought against former Broadcom CEO Henry Nicholas? So serious that they've revoked his status as founder of Broadcom. The caption on the Yahoo!Finance video reports that charges are being "filed against former Broadcom founder and CEO Henry Nicholas."   [more]

Recs

0

Well, I missed the matinee

June 14, 2008 – Comments (0) | RELATED TICKERS: MVL.DL

...but I paid the extra $2 and saw the movie anyway. (For those of you who have not read the previous post, the author is referring to The Incredible Hulk. -ed) It was really good. I was skeptical, considering how boring and pretentious the 2003 one was, but they really pulled it off. Dr. Banner was very well portrayed by Ed Norton, whose face was digitally mapped to provide the Hulk's facial expressions. Both Banner and the Hulk were very believable, and the characters were much better-developed.   [more]

Recs

1

Let me see if I can make a Hulk matinee

June 14, 2008 – Comments (2) | RELATED TICKERS: MVL.DL

...since I am a Marvel shareholder now, and I feel obligated to both support the team and review the movie. If I see it, and I happen to have the time, I will review the movie in this space soon.

Recs

8

Imagine my surprise

June 13, 2008 – Comments (7) | RELATED TICKERS: IMMR , SIGM , LOOP

...when I find that I'm all signed up on Motley Fool Rule Breakers. I don't remember signing up for a free trial, I thought to myself. Well, apparently every CAPS player in the top 1% who has made a pick in the last 60 days has gotten invited to a club called "Fooligans" and they give you a 1 month look at Rule Breakers and beg you to vet the picks.  [more]

Recs

5

Do you still doubt my Western Refining supremacy?

June 12, 2008 – Comments (5) | RELATED TICKERS: WNR

You won't for long, sucka-beans! This one is headed for 20+ before I get a chance to recommend it as my July rec on my Ultimate Stockpicking Blog Extravaganza!!!!  [more]

Recs

1

Golden slumbers

June 10, 2008 – Comments (2)

...are filling my eyes. I'm buying DGP (the 2x gold ETN) under 20 if I can get some capital allocated to it soon enough. Smiles will await me when it rises. Let me know if I forget to highlight the cash symbol next to it in CAPS.

Recs

1

Sign up for the Christmas in July Contest

June 09, 2008 – Comments (4)

This is a reminder to sign up for the new contest, so somebody you don't know can get a sweet payday from TMF. (It's $1 per contestant, up to $2000 or so - I forget - but only if at least 500 perticipants sign up. Otherwise it's a subscription to TMF Stock Advisor, valued at $99, if I remember correctly. Nothing like $500 at any rate.)

Recs

1

Ah, but I may as well try and catch the wind

June 07, 2008 – Comments (1) | RELATED TICKERS: AMZN , EBAY

...as try to find the version of Donovan's Catch the Wind that I want. My mom had his Greatest Hits on an old vinyl record, and I loved the whole thing, but Catch the Wind most of all. Yeah it had a pretentious ending, but the melody was so beautiful, and the lyrics were so sad, and his voice was perfect. Well, it's the 21st-century (though I'm stuck in the early 90's where this sort of thing is concerned), so I decided to buy a cd with Wind on it, and it came today. I played it, and much to my chagrin, the original version contained on this disc, a version I had never heard before, has Donovan trying to sound like Bob Dylan. It's not without its charms, but it's nothing like what I wanted. His voice was beautiful when he grew up out of his Dylan phase and apparently re-recorded Wind, and that's what I want to hear.  [more]

Recs

4

Western fizzlin'?

June 04, 2008 – Comments (3) | RELATED TICKERS: WNR , VLO , FTO.DL

Looks like I was wrong. Analysts misplaced about 10 million barrels of oil, so it looks like oil will hit $200 and gasoline will hit $3.00 before the weekend, and oil refiners will have six more weeks of winter. I guess we should all sell our Western Refining (WNR).

Disclosure: I'm being sarcastic, and not actually selling my WNR. In fact, I'm thinking about buying call options.

Recs

3

Western sizzlin'

June 02, 2008 – Comments (2) | RELATED TICKERS: WNR

Western Refining (WNR) was nice enough to open within a hair of its Friday close (below 13) until I could get that sweet cost basis in CAPS, and again get hung up at 14 until I could get that sweet cost basis for my real life Roth (from which I had to sell MCO for the cash) and my dad's IRA. Now it's over 15. I expect it to head quite a bit higher when news about what a crack spread is spreads through the market, and people figure out how to look one up. Props for the WNR pick really have to go to my RL friend Andre and my CAPS friend hondo.  [more]

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