February 19, 2013 –
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RELATED TICKERS: NFLX
, AMZN
, VZ
The death of Netflix as a stand-alone company is inevitable. I don't even know exactly how it will happen, but I know it will happen. [more]
October 17, 2012 –
For my thoughts on the first debate and voting history, please refer to my previous blog. [more]
October 04, 2012 –
For the record, I have voted Republican in every election since I came to voting age 19 years ago. I had been considering moving in a different direction due to uncertainty about the qualifications and plans of the current Republican candidate. I went into last night's debate wanting to hear Governor Romney explain his tax proposal, because I had heard so many different takes on it that I really didn't understand what he was trying to accomplish. I also wanted to see how Romney presented himself on a national stage. Was he "Presidential"? [more]
June 06, 2012 –
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RELATED TICKERS: FB
, GOOG
, AMZN
It seems that everyone and anyone has an opinion on Facebook stock. I'm going to lay my thoughts on the table too. This might be the most polarizing stock that I have ever seen. I think part of it is that Facebook has been a part of major social change and is a polarizing company that people have strong opinions about, regardless of the stock. [more]
January 04, 2012 –
Failure is a painful teacher......the sting of the correction bites hard, but its lessons are often learned the best. I have several years of investing under my belt. I've seen quite a few things. I have a process and discipline and accountability in my investing processes. I've never seen anything like what happened in Chinese small-caps in 2011. I took a beating. I felt foolish. I wrote a lot of blogs that I hope a lot of people ignored touting a number of BAD Chinese stocks and companies. I wrote and re-wrote and re-wrote the rules of engagement on how to profit from these stocks.....and I was wrong.....wrong....wrong. CCME was the end-game for me for Chinese stocks. Over a two-year span, I made OK money on Chinese stocks....not market-beating in a very up market, but money. But that is after the up AND the down. The up was not in 2011. That was the down part. 2011 was my first red year in the market vs the S&P. [more]