June 20, 2008 –
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RELATED TICKERS: CP
, CNI
, UNP
We've been watching the railroads for some time. We added CNI and are now ready to add a few more that we believe are going to move over the next 6 months to a year. Why? The two big reasons are cost of fuel and the other is the increasing number of imports coming in to the US. There's more efficiency in a gallon of fuel for an engine pulling 50-100 cars vs one truck hauling just a small fraction of the same goods. The US level of imports continues to climb - and the cheapest way to get goods from coast to coast is via train. [more]
May 14, 2008 –
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RELATED TICKERS: ATK
, LMT
, UTX
I've been busy the past week or so fulfilling my civic duty - and am just getting back in to check out how my picks have been doing and taking a look for what's coming up. [more]
April 30, 2008 –
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RELATED TICKERS: AMZN
, COST
, TTWO
ouch - yesterday was just a tough day in the market. Today looks better, the GDP is higher than expected and hopefully everyone will lose the gloom and doom. Yes there is a recession. Yes families are having a tough time - BUT, we will all make adjustments to the new reality and everything will be just fine. [more]
April 26, 2008 –
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RELATED TICKERS: CAT
, MON
, COST
This week, I took a look at the headlines across the world. Most are reading the same - economic downturns, high gas prices, and war. And then there is the reality of everyday life that all of us normal people live in. We still have to eat, pay our bills, get food on the table, gas up the car - you get the idea. [more]
April 25, 2008 –
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RELATED TICKERS: BIDU
, DYS
, ERIC
We are just getting started - our first group or picks considers the US economy and current events. We tend to look more at the activities in the market, news events, conditions, people interest to get our short list of picks. Once we have a few, then we take a look at the charts and fundamentals. [more]
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