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Sell Google!

April 12, 2012 – Comments (11) | RELATED TICKERS: GOOGL

Google is splitting its shares, but at the same time cementing the 3 founders' grip on the company forever. Who wants to own a piece of a company, but have no say in its management? Owning stock should mean having a say!  [more]



Time to Go Long Abercrombie and Fitch

August 17, 2011 – Comments (3) | RELATED TICKERS: ANF

Just read this!

OK, maybe that is not enough to buy the stock, but it is definitely a reason to love this company. Good taste still exists...




How Come Silver Miners Were Down Yesterday?

August 09, 2011 – Comments (1) | RELATED TICKERS: SIL

So yesterday was a major down day on most markets. There were only a few exceptions: Treasuries (how ironic), gold and gold miners, and silver (but not silver miners). My question to the experts here on CAPS (OK, non-experts can chime in as well):  [more]




May 10, 2011 – Comments (16) | RELATED TICKERS: MSFT

Microsoft has its fans, as well as a large group of haters. I am neither. Just like so many of us, I use their products. The quality is not all that good, but for a company with a near-monopoly in its core market not all that bad either. As an investor, I like their business model. The enormous amount of cash on their books is proof enough for me.  [more]



Sell T

March 22, 2011 – Comments (10) | RELATED TICKERS: T

I knew it made sense for AT&T to go after T-Mobile. After all, they use the same technology, so integrating the networks should be possible (believe me, they will come up with a way to mess this up). And more importantly, they have excellent business reasons for doing so.   [more]

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