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January 2010

Recs

8

Rof's Macro Take.

January 29, 2010 – Comments (4)

Q3 and Q4 of 2010 were predicted to have GDP growth rates of greater than 2%, and this was predicted a long time ago (August 2009).  [more]

Recs

14

Apple iPad is lame.

January 28, 2010 – Comments (5)

The new Apple iPad shows a lack of creativity from Apple:  [more]

Recs

12

We had the pullback from S&P 1150, now is a nice buying opportunity for many.

January 26, 2010 – Comments (3)

I've been looking through the portfolio this evening, and also watching the earnings reportings for my various holdings.  At this point, I would say that this might be one of the better buy-in opportunities of 2010.  [more]

Recs

5

For a brief moment today, MTW was my best scoring CAPS pick.

January 19, 2010 – Comments (0)

As you may or may not have noticed, I have many times argued that the Manitiwoc Company was likely to be an exceptionally good investment in the near future.  My argument in 2009 was that Q3 and Q4 were likely to show as the beginnings of an economic rebound within the US, with manufacturing showing particular strength.  Much of the recovery in manufacturing orders would be due to recovering exports - aided by a weaker US dollar, while the rebounding of inventories would drive another large percentage of orders.    [more]

Recs

9

Quoth the Banker, "Watch Cash Flow" by Herbert S. Bailey Jr.

January 10, 2010 – Comments (4)

 http://www.bus.ucf.edu/kchambliss/Quoth%20the%20Banker.doc

I found a textbook at a thrift store this weekend called "Fundamentals of Corporate Finance" by Ross, Westerfield and Jordan.  Cost me $2.99 for the book, and its a pretty excellent looking introduction to all things of balance sheets and corporate finance.  Inside the book was the above poem, which I thought was quite nice.  [more]

Recs

17

The market is headed to S&P 1200.

January 05, 2010 – Comments (4)

There is very much positive news being priced into the market currently (manufacturing orders up, new unemployment falling in bounds each week).  Combine this with the start of a new investing year, and lots of firms deciding to pick their plays as soon as possible and you get the current market.  [more]

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