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August 2007



Sector Pick: Investment Bankers to Underperform

August 16, 2007 – Comments (7)

Earlier today, I revealed how I play CAPS. Now is the time to announce my next sector pick: Investment Banking will Underperform over the next year or so.  [more]



Sector Picks Is How I Play CAPS

August 16, 2007 – Comments (0)

In an earlier blog I promised to reveal how I became the 30-day hottest player. This blog is the first attempt to make good on that promise.  [more]



Homebuilders, Part 2

August 13, 2007 – Comments (1)

If you have read my blog on homebuilders and seen my picks, then you may be wondering why I have ended my underperform rating on several of the builders. Clearly, it is not because I think the pain in the industry is over. Far from that. I still believe the builders have nothing to offer until they stop taking impairment charges. It is not until then that their book value becomes reliable again. And book value drives the stock price in this sector.  [more]

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