TheBarnacle (85.18)

Are we running out of value picks.

April 02, 2013 – Comments (2) | RELATED TICKERS: BRLI , FRAN , ZUMZ

Just ran my deep value screen, and it appears that only three picks are available.  As of this month, seem to be limited to BRLI, FRAN, and ZUMZ.  As usual, I'm focused on clean debt sheets, cash flow, and a decent GARP.

Still Holding to Original Prediction

November 05, 2012 – Comments (4) | RELATED TICKERS: SPY , QQQ , DIA

I have been holding the theory that Obama will win on November 6. Nothing has changed that position.  [more]

Obama Has It Locked Up

October 08, 2012 – Comments (17) | RELATED TICKERS: SPY , QQQ , DIA

There are debates, and then there are facts.  [more]

Obama Closing in On Re-election

August 10, 2012 – Comments (41) | RELATED TICKERS: SPY , QQQ , DIA

With the new unemployment data, and the improved S&P 500, Obama now has a 77% to 86% chance of winning this November.  There is not much Romney can do.  Even the recent CNN poll has Obama in the lead by 7.

 It is now just a matter of how much.

Obama's Chances in Four Months

July 07, 2012 – Comments (3) | RELATED TICKERS: SPY , QQQ , DIA

Since my May post, the misery index has remained at 9.6%, and the annualized growth of the S&P 500 since November 1, 2008 has dropped to 9.53% (far better than the annualized decline of -6.8% during Bush's second term).  With these factors taken into consideration, Obama has a 76%-85% probability of being re-elected.  [more]