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EScroogeJr (< 20)

January 2007

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I spent the day studying Kiplinger's list

January 23, 2007 – Comments (2)

Last week, Yahoo Finance published a list of Kiplinger's 10 recommendations for 2007.   [more]

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I have an opinion, but I don't agree with it

January 21, 2007 – Comments (0)

International Assets Holding Corp (IAAC) is one stock on which I have two opinions: mine and somebody else's.   [more]

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The "plight" of a condo flipper

January 19, 2007 – Comments (0)

Here is an article in the Times about how "bad" the real estate market has become.  [more]

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Here is what a real bubble means

January 19, 2007 – Comments (2)

Just came across this article in Wikipedia about Japan's real estate bubble:  [more]

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2006 inflation is 2.5%

January 18, 2007 – Comments (0)

"The Labor Department reported Thursday that consumer prices rose by 2.5 percent in 2006, the best showing since prices had increased by just 1.9 percent in 2003."  [more]

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The inexorable growth of housing prices is set to continue

January 16, 2007 – Comments (1)

Having survived the flack from the proponents of the housing bubble thory, David Lereah once again came out victorious last week. With all the data pointing to the contunuation of the housing boom, there was no hope for those who wanted to buy a house for anything less than the grand total of all their possessions.  [more]

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ZUMZ costs more than GOOG!

January 12, 2007 – Comments (1)

Consider this:  [more]

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Drew Industries is amazing

January 11, 2007 – Comments (0)

Yesterday I spent about an hour studying Drew Industries. Looks very impressive. Exellent reports and presentations, whose clarity reminds me of Buffett's letters to shareholders. The management has been around for 35 years or so, consistently owning a big chunk of the business. A steady inexorable growth of revenue, profits, and share price, minumum of sales talk, and maximum efficiency. In short, DW looks very much like a miniature BRKA.  [more]

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rethinking IRBT

January 11, 2007 – Comments (2)

I may regret my overly optimistic view of IRBT, which I expresses earlier in CAPS. The more I think about its prospects, the less I like it.  [more]

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Bust mythology - microeconomics

January 09, 2007 – Comments (0)

It amazes me that some folks still believe there will be a housing bust.   [more]

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new altria?

January 08, 2007 – Comments (2)

Subprime mortgage REITs are establishing new lows. NEW is traded at 81% of BV, LEND - at 86%. The reasons are obvious: that BV consists of subprime loans, which could default if housing prices get lower. If that happens, then there companies are obviously headed to Ch 11, which is how the market currently values their prospects.  [more]

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irbt should hire pmichael

January 08, 2007 – Comments (0)

As I predicted yesterday, (http://caps....043115362412), IRBT unveiled a "new" product called Roomba Create Kit. For all practical purposes, it is the Roomba Red that doesn't vacuum.  [more]

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thoughts beforemthe conference

January 07, 2007 – Comments (0)

Tomorrow, IRBT will present its new robot at the CES conference. Shareholders will be watching carefully for any clue as to the company's future strategy.  [more]

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A robomower? No way.

January 06, 2007 – Comments (0)

Some people suggested that the next IRBT product could be a robotic lawn mover. There are several reasons that make it highly unlikely.  [more]

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And a real robot

January 04, 2007 – Comments (0)

This is the future of robotics. Eventually someone will make a robot like this, only a bit taller, write a simple OS for it, and let developers write specific applications for laundry-folding, window-cleaning, etc.

http://www.a...bot_Kit.html

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A disabled robot

January 04, 2007 – Comments (0)

IRBT is back to $18. This seems to be the natural support level for this stock - the level to which it reverts in the absence of any catalysts.   [more]

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ctrp overvalued

January 03, 2007 – Comments (0)

Very far away, somewhere in Eastasia, there is a country with an infinite number of people. In that country, there is a company with infinite growth rate that stands to earn an infinite amount of money. So the story goes.  [more]

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What will happen in 2007?

January 01, 2007 – Comments (0)

The irrational exhuberance that drove stocks to record highs in 2006 will stop at some point. This should not be a bad year for stocks overall, but there will be some nasty corrections along the way. It's a good time to increase your short positions.  [more]

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