February 2009
February 20, 2009 –
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RELATED TICKERS: BRK-B
, BRK-A
Warren Buffet's Berkshire Hathaway has been both right out on the edge and unbelievably conservative. If you just look at the names he's been selling and buying you'd think he's a gambler on a turnaround - Goldman Sach (ugh a financial!), GE (ugh another financial!), Tiffany (ugh a retailer!), and Harley Davidson (ugh more retail!). But he's getting unbelievable payback for helping these folks out in these tough times. [more]
February 11, 2009 –
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RELATED TICKERS: GXP
, BKH
, PNM
Great Plains Energy (GXP): 86% lower profit, and a massively reduced dividend. Didn't expect that from a utility did you? Now we've seen a good half year of fear based investing, it's time to look closely at those 'safe havens'. I suspect Great Plains Energy's 4 star CAPs rating wasn't achieved through pickers focusing on any deep analysis. It probably got lumped in with a bunch of utility picks. How could you have known how truly awful GXP was? Wasn't too hard actually: [more]
February 10, 2009 –
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RELATED TICKERS: VPRT
, IBM
, ININ
Welcome to my third blog post on companies actually growing revenues in this horrid economy. Not just beating expectations, but actually growing. I've got a cluster of all sorts of things today - printing, defense and tech. [more]
February 05, 2009 –
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RELATED TICKERS: APOL
, STRA
, ITRI
Sell more this year than last? Yes, there are some companies doing just that! Check out yesterday's blog for my first five names. Today I have some companies growing as much as 30% year on year - and they expect to keep growing! Schools, metering, defense, and printing are the specialities of today's blog. [more]
February 04, 2009 –
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RELATED TICKERS: NFLX
, NCMI
, MYGN
Two movie-related companies this past week said things look pretty darn good: National Cinemedia(NCMI) and Netflix(NFLX). One's benefiting from our need to get away from the gloom and doom and go to the movie theaters (NCMI makes money off that advertising on the big screen); and the other is making money from our need to save some cash and stay home (NFLX). But these movie loving companies aren't the only ones turning in good numbers. All of these companies in this blog post have made some nice moves lately, so these are ideas for your watchlist - not ideas to buy today. As always do your own DD (due diligence)! [more]
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