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TMFAleph1 (95.98)

February 2011

Recs

11

USA Inc.: Another Historic Misallocation

February 23, 2011 – Comments (7) | RELATED TICKERS: GS , BRK-B , VLO

Share buybacks are ramping up -- now that the market has doubled off its low. You can follow me on Twitter.

Alex Dumortier

Recs

6

This Milestone Should Concern All Investors

February 22, 2011 – Comments (0) | RELATED TICKERS: CIEN , BYD , SIRI

Last week produced another milestone that should encourage investors to invest with caution in this market. You can follow me on Twitter.  [more]

Recs

3

Invest Like Buffett -- Circa 1961

February 22, 2011 – Comments (0) | RELATED TICKERS: GE , INTC , GS

A look at how Buffett used to invest before he became an elephant hunter, including the story of an unusual merger arbitrage he participated in. In addition, I highlight a special situation in today's market that could contain opportunity.   [more]

Recs

1

6 Stocks to Hedge Your Inflation Risk

February 18, 2011 – Comments (0) | RELATED TICKERS: MO , LLY , NLY

Inflation is a medium-term risk; here are 6 stocks to get in front of that risk.  [more]

Recs

1

5 Things AIG Investors Should Know

February 15, 2011 – Comments (0) | RELATED TICKERS: C , AIG , BAC

If you own AIG shares or are considering owning them, you should know the answers to these 5 questions.  [more]

Recs

3

Attention, Special Situation Investors

February 15, 2011 – Comments (0) | RELATED TICKERS: C , JPM , BAC

Now is a good time to look at thrift conversions.  [more]

Recs

7

The Bottom Line on J.P. Morgan and Gold

February 09, 2011 – Comments (4) | RELATED TICKERS: IAU , GLD , AUY

J.P. Morgan Takes Gold: The Bottom Line

You can follow me on Twitter.

Alex Dumortier

Recs

8

Is Greece Riskier Than Egypt?

February 02, 2011 – Comments (1) | RELATED TICKERS: EEM , UBS , NBG

There's no question about it, in my mind, and the market appears to agree.

You can follow me on Twitter.

Alex Dumortier

Recs

19

Nobody's Listening to the World's Most Successful Investor

February 01, 2011 – Comments (11) | RELATED TICKERS: C , PFE , JPM

John Paulson made $5 billion personally last year; you'd think people might be interested in his outlook for stocks.

Alex Dumortier

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