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TMFAleph1 (95.98)

January 2010

Recs

5

Berkshire Shares Could Gain Another 20%

January 29, 2010 – Comments (1) | RELATED TICKERS: BRK-B , BAC , GE

My thoughts on Berkshire's addition to the S&P 500 and the share valuation.   [more]

Recs

5

Obama's Budgetary Window-Dressing

January 27, 2010 – Comments (1) | RELATED TICKERS: BRK-B , GE , WMT

My thoughts on the White House proposal to freeze a portion of the budget.   [more]

Recs

3

Finding Value in This Market

January 27, 2010 – Comments (2) | RELATED TICKERS: GS , BMY , VZ

Goldman shares its outlook for stocks in 2010 with buy-side clients. My thoughts.   [more]

Recs

7

Earn Fat Returns Beyond the Rally

January 23, 2010 – Comments (6) | RELATED TICKERS: A , DOW , FCX

My thoughts on the rally's impact on the market.  [more]

Recs

2

Don't Buy GE Shares Before Reading This

January 22, 2010 – Comments (2) | RELATED TICKERS: JPM , BRK-B , GE

My thoughts on GE's prospects, including a superior investment alternative.  [more]

Recs

2

Where Does Wells Fargo Stand Now?

January 21, 2010 – Comments (1) | RELATED TICKERS: BRK-A , WFC , JPM

My thoughts on Wells Fargo in the context of the big four banks' earnings reports.   [more]

Recs

2

Protecte Your Assets Against This Looming Risk

January 20, 2010 – Comments (4) | RELATED TICKERS: TIP , PG , JNJ

My thoughts on TIPS, including a superior alternative.  [more]

Recs

2

You Can Invest in This Top-Tier Hedge Fund

January 20, 2010 – Comments (0) | RELATED TICKERS: EEM , GS , BRK-A

My thoughts on a top-tier hedge fund's launch of an ETF that will replicate its flagship strategy.  [more]

Recs

4

Are Stock Mutual Funds Dead?

January 20, 2010 – Comments (0) | RELATED TICKERS: BLK , SCHW , GS

My thoughts on some current trends the asset management industry.  [more]

Recs

3

The Best Stock Out There

January 15, 2010 – Comments (0) | RELATED TICKERS: BRK-B , AXP , NFLX

Five nominations (including mine) for The Best Stock Out There,  [more]

Recs

3

The Riskiest, Most Profitable Bank of All

January 14, 2010 – Comments (2) | RELATED TICKERS: BAC , GS , JPM

My thoughts on the riskiest, most profitable bank of all.  [more]

Recs

1

Are Bankers Swimming Naked?

January 12, 2010 – Comments (0) | RELATED TICKERS: BAC , C , JPM

My thoughts on whether bankers are swimming naked.

On another note, for those who are interested in following/ commenting on my analysis on a different platform, I can now be found on Twitter.

Alex Dumortier, CFA

Recs

5

Is Fed Buying Behind the Stock Rally?

January 08, 2010 – Comments (8) | RELATED TICKERS: BAC , C , GS

My thoughts on whether the Fed is the "mystery buyer" that fueled the massive stock rally off last March's lows.  [more]

Recs

4

Will Gold Beat Oil in 2010?

January 05, 2010 – Comments (4) | RELATED TICKERS: GLD , USO , XOM

My thoughts (and those of some colleagues) on whether gold will beat oil in 2010:  [more]

Recs

2

A Look Ahead at 2010 by 3 Superior Investment Thinkers

January 05, 2010 – Comments (0) | RELATED TICKERS: MSFT , BAC , XOM

Required reading: Mohamed El-Erian, Mark Faber and Stephen Roach on the prospects for the world economy and asset markets in 2010. I happen to agree with almost everything in this piece:   [more]

Recs

2

My Picks For 2010 Are In!

January 04, 2010 – Comments (0) | RELATED TICKERS: GS , JPM , BRK-B

The new year is upon us and, as such, I closed out all my 2009 CAPS picks and replaced them with my picks for 2010 (92 Outperform, 91 Underperform).  [more]

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