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TMFKopp (97.56)

December 2006



Staying Solvent

December 11, 2006 – Comments (4)

I learned the truth of the saying "the market can stay irrational longer than you can stay solvent" recently through my CAPS portfolio. When I started up the portfolio I added a few stocks that I actually liked, but then went about putting big, fat underperforms on all of the stocks that I think have no business trading at the multiples that they do.   [more]



Surprising Winners

December 06, 2006 – Comments (0)

Over the past couple days, two of my CAPS picks have been on just a crazy tear. Unfortunate fact: neither are in my real-money portfolio. Interesting fact: they're both stocks that I didn't expect a whole lot from. One of the great things about CAPS is that I can test out some unlikely stocks and not worry about losing milk money (plus it's in a much more exciting format than the standard "test portfolio").  [more]

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