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September 2007



Ending VG Underperform

September 26, 2007 – Comments (4)

In light of yesterday's crushing loss in a patent infringement case, I have ended my underperform pick on VG. You may ask if I have lost my marbles (after all, this is good news for VG bears like me), so let me explain why.  [more]



Ending CROX Outperform

September 18, 2007 – Comments (1)

Based on today's escalator injury story, I am ending my outperform rating on CROX. I have also sold my real-life position (for those of you who worry about my financial situation: at more than a 20% profit in just over 3 months).  [more]

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