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August 2013



A ten-minute look at AEO

August 21, 2013 – Comments (0) | RELATED TICKERS: AEO

Based on the prior 4 fiscal years of data, AEO is starting to look pretty cheap, again.  [more]



Quarter to quarter fluctuations and an opportunity with JMBA

August 07, 2013 – Comments (3) | RELATED TICKERS: JMBA

I find quarter to quarter price swings in stocks fascinating, frustrating, opportunistic, and sometimes nerve-racking.  I’ve gotten better at taking short term swings with a grain of salt (courtesy of Montier’s little book on behavioral investing), but I still can’t help pondering them when they occur.   [more]

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