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HistoricalPEGuy (68.05)

February 2011



Oil Field Services: The Only Way to Play

February 26, 2011 – Comments (1) | RELATED TICKERS: XOM , SLB , BHI

Many companies stand to profit from the current uncertainty around oil.  XOM, COP and many others will do quite well.  That said, the real money is in Services.    [more]



Are Tablets for Real in Corporate America?

February 23, 2011 – Comments (3) | RELATED TICKERS: ARMH , NVDA

The market crushed NVDA and ARMH today.  It would seem that the love affair with tablets might be a bit overdone.  Barron's Tiernan Ray says that the situation is "comical" and that there will be an "epic glut" later this year.  [more]



WWWW Finally Gets its Due

February 17, 2011 – Comments (1) | RELATED TICKERS: WEB

I haven't blogged in years, but its very fulfilling to see the market get on board after I've been smacking down tons of capital in this small cap. My last blog was on how stupidly cheap WWWW was in 2008.  Its nice to know that I called it right.  [more]

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