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July 2010



ARM and TEN are still kicking butt...

July 29, 2010 – Comments (13) | RELATED TICKERS: MTOR , TEN

With today's 3.9% gain, ARM (Arvin Meritor) is now 110.8% up since this recommendation from 9 months ago, while TEN (Tenneco), with today's gain of 7.6%, is at 91.8% since this recommendation here.  [more]



AHD, APL, Why do you have to remind me of my stupidity...

July 28, 2010 – Comments (4) | RELATED TICKERS: ATLS , APL.DL

I know I'm not that smart, but I don't like to be reminded about it.

Remember my post I'm stupid like a box of rocks?

Well, AHD is up 23% today, and APL is up 28%.

Nice call you moron (talking to myself)...



The Ultimate Contrarian Indicator is back...

July 27, 2010 – Comments (12) | RELATED TICKERS: SH , EEP

I swear just a few days ago I wanted to write a post on how Alstry must been kicking himself in the groin (it can be done, trust me) for closing all of his picks back in April.   [more]



GMX, do you remember FOE...?

July 27, 2010 – Comments (1) | RELATED TICKERS: FOE

GMX, do you remember when an unknown blogger said FOE will nicely outperform the market and you disagreed?  [more]



Remember Media Stocks?

July 26, 2010 – Comments (11) | RELATED TICKERS: LEE , JRN.DL , MNI

And do you remember when I asked on 7/14/10 if media stocks are telling us this rally is for real?  [more]



Two best retail plays are coming back...

July 23, 2010 – Comments (3) | RELATED TICKERS: TLB.DL , BONT

With TLB's 8% move yesterday, and BONT's 8% move today, Talbots (Apparel Stores) and Bon-Ton (Department Stores) are letting us know they are already on their way to another 40+% run we got so used to see during the last 16 months.  [more]



I'm not saying this rally is for real...

July 14, 2010 – Comments (2) | RELATED TICKERS: MED , HOT

I just find it interesting that Media is HOT portfolio was getting killed during the months of May and June. During these 2 months, even when the market would score 2-3% daily gain, Media stocks would underperform. No significant up moves whatsoever. I didn't know how to explain it...  [more]

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