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TMFAleph1 (94.91)

October 2010

Recs

3

Don't Give Up on This Blue-Chip!

October 31, 2010 – Comments (0) | RELATED TICKERS: BRK-B , GE , MMM

Mr. Market may have given up on General Electric, but that could spell opportunity for patient investors.

Alex Dumortier

Recs

5

Who's Pushing Stock Prices?

October 27, 2010 – Comments (2) | RELATED TICKERS: WEN , GS , JCP

Bearish economist David Rosenberg has some ideas, but I think he's mostly wrong.  [more]

Recs

1

Is Buffett's New Successor Undervalued?

October 26, 2010 – Comments (1) | RELATED TICKERS: BRK-A , BRK-B , GS

My thoughts on Buffett's pick to "oversee a significant portion of Berkshire's investment portfolio".

Alex Dumortier

Recs

2

Beating Isn't Good Enough for Banking Giants

October 21, 2010 – Comments (0) | RELATED TICKERS: C , BAC , GS

My thoughts on the subject. I welcome all informed and/ or respectful feedback.

Alex Dumortier

Recs

3

Another Reason to be Bullish on Gold

October 21, 2010 – Comments (0) | RELATED TICKERS: ABX , IAU , GLD

My thoughts on South Korea and gold. I welcome all informed and/ or respectful feedback.

Alex Dumorteir

Recs

4

Buffett's Biggest Investment Mistake: Berkshire Hathaway

October 19, 2010 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B , MKL

Buffett fesses up to his biggest investment mistake, which he reckons cost him $200 billion!

Alex Dumortier

Recs

2

Today's Macro Reading

October 19, 2010 – Comments (2) | RELATED TICKERS: GLD , EEM , TLT

Must-read: Tasker on the difference between mid-80s Japan and present-day China and the risk that an enormous emerging markets bubble is now forming. His commentary is illuminating -- this is worth your time.
  [more]

Recs

2

How About a Government Infrastructure Bank?

October 18, 2010 – Comments (2) | RELATED TICKERS: GE , BRK-B , XOM

Excellent internal UBS discussion re. the idea of infrastructure-oriented government banks. Warning: This is unsuitable for those who want everything they read to fit into a tweet.

Recs

3

3 'Must-Own' Sectors in This Market

October 14, 2010 – Comments (2) | RELATED TICKERS: ABT , PM , XOM

My thoughts on the topic. I welcome all informed and/ or respectful feedback.

Alex Dumortier

Recs

1

Dow 11,000: Opportunity or Threat?

October 11, 2010 – Comments (1) | RELATED TICKERS: MSFT , PG , DIA

My thoughts (along with those of two other analysts) on this topic. Please add any informed/ respectful feedback to the Comments section at the bottom of the article.

Alex Dumortier

Recs

4

Buffett: Stocks Are Cheap

October 07, 2010 – Comments (6) | RELATED TICKERS: GE , XOM , BRK-B

My thoughts on the matter. Please add any respectful feedback to the Comments section on the article page.

Recs

8

3 Recommendations From a Legendary Investor

October 06, 2010 – Comments (4) | RELATED TICKERS: JNJ , PFE , KO

When 'JP' speaks, it's worth listening. Please add any (respectful) feedback to the Comments section of the article page.

Recs

2

The Super-Rich Are Buying This Asset

October 06, 2010 – Comments (0) | RELATED TICKERS: ABX , IAU , GLD

My thoughts on this phenomenon. Please add your respectful feedback to the Comments section on the article page.

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