There are a lot of new people here, and many of the old ones are gone, including one of my old faves, truthisntstupid, a line-cook with uncommon wisdom. I have been active here now for well over three years. To review, all of my picks in this CAPS account are real money positions, and they are the only stocks I own.* My record is very transparent. Whenever I do an initial purchase I add in CAPS. Whenever I add to or subtract from the position, I note it in the comments.** Whenever I sell out a position I remove it from CAPS. [more]
Evaluating a long-time holding, I think UNH is a big buy at under $54/share, and a sell in the $80s. It is presently at around $58/share. It's a powerful company that generates $6 billion in free cash flow anually, reduces its share count regularly, and has big advantages as a large company in a highly-regulated industry. Here is my full analysis. [more]
Two or three years ago, when this site was becoming a festival of hyper-confident, hyper-certain gold bugs, I made a few bets with them. I bet Christopher Barker that PM stock would outperform gold. And I bet frankydon'tfailme in 2011 that Silver would see $22 before it ever saw $40 again (if it ever did). [more]
Basically, I still think it's buy. See here. In fact I think it's even more undervalued than when I did my analysis a year ago.