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TheDumbMoney (47.10)

May 2011

Recs

3

Sales and Purchases -- Week of 5/27/2011

May 27, 2011 – Comments (5) | RELATED TICKERS: PFE , GOOGL , DIS

So I often like to talk about how I buy stocks I don't sell.  I had an exchange here a few weeks ago with a few other players, and one of the comments was that maybe I had too many holdings.  Additionally, I still worry about the long term returns of many stocks, even ones I have owned for some time.  The last time I made major sales was May of last year (home purchase, wanted cash margin of safety), and I followed up on that this week.  Most of these are judgment calls, one is an admission of error.  [more]

Recs

6

Einhorn Says Ballmer Must Go

May 26, 2011 – Comments (6) | RELATED TICKERS: MSFT , GOOGL , AAPL

In case you missed it, Einhorn, the famous head of long-short fund, Greenlight Capital, and a major Microsoft shareholder, called at the Ira Sohn Conference for Ballmer to get the heave-ho at Microsoft.  See here, third item has a bunch of links.    [more]

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