kirkydu's Blog

The Correction Cometh

kirkydu — Mon, 15 Apr 2013 12:46:58 GMT

I have been discussing at www.AmericanResourceBoom.com for about a month now the growing likelihood that we would see a correction. I am not going to repeat myself here, but I will suggest to take a very serious look at asset allocations from a Ben Graham "Intelligent Investor" standpoint.

Given that we have entered...

Buy Exact Sciences

kirkydu — Thu, 10 Jan 2013 19:18:42 GMT

hey guys, I've talked about this one a few times and there is an article titled "An Exact Opportunity" at MarketWatch, but you ought to be buying EXAS. Huge market, news coming on part 1 of FDA pIII within weeks, no competition for years, potential 4x from here. I know this company, see how long I've had it on CAPS, it's a biggie.

I ain't dead you Fools!!!

kirkydu — Sun, 12 Aug 2012 22:32:45 GMT

It's been quite a while since I posted here and frankly I'm a little embarrassed, and a lot sorry. Turns out that there really aren't enough hours in the day. Most of my 1st shift hours go to helping clients, including a new group of clients who are using my flat rate consulting service and managing money of course. At night, I write.

If you have followed me elsewhere you know I am writing on the <...

2012: Another Year the World Won't End

kirkydu — Tue, 17 Jan 2012 23:23:46 GMT

Throughout 2011 we heard proclamations of doom and gloom from market pundits to gold traders to vote seeking politicians to assorted snake oil salesmen to the converts of ancient Mayan religion. Each has a version of a coming apocalypse, some including hyperinflation, 50% unemployment, widespread famine, world war or complete destruction of the globe due to galactic forces beyond our control. In my estimation, each is about as ...

12 Stocks to Buy and Forget for 2012

kirkydu — Tue, 27 Dec 2011 21:44:12 GMT

Find'em at the Fool Blog network.

The Developing New Prosperity for America

kirkydu — Sun, 25 Dec 2011 13:17:05 GMT

Merry Christmas Fools!!!

While headlines like the one above are generally met with retorts about America's demise, this letter hopefully makes people understand that the United States is in the beginning stages of a new boom, not a final collapse. As I discussed on

http://blogs.fool.com/kirkydu/2011/12/20/2-biospecs-2012/

I have been busy lately, business and some holiday stuff. I'll be posting a New Year letter. You'll want to read it if you read anything I write.

The Roller Coaster that is Chinese smallcaps

kirkydu — Wed, 07 Dec 2011 23:11:05 GMT

I am one who invested in CAGC.pk. I have not sold, though I have a cost basis of about $8. Here is an update on the company which is up quite a bit the past few days on news of the completion of the independent audit and pending release of forensic audit.

...

GALP and Gobble This Stock Up

kirkydu — Thu, 24 Nov 2011 10:45:48 GMT

http://blogs.fool.com/Kirkydu/2011/11/23/galp-and-gobble-stock/

Happy Thanksgiving folks.

Shake! Shake! Shake! You Fall Out of the Tree Yet?

kirkydu — Wed, 23 Nov 2011 10:54:12 GMT

A few months ago I was talking to my Great Uncle who had a seat on the CBOE for awhile. I asked him what he thought of all the volatility in the market. He said this: "Kirk, the markets work the same over and over, they just do things a little different each time. The big guys sell as the market gets high, then when they are sitting on cash, they shake the tree until all the little guys fall out. Once all the little ...

TAN a SCREAMING buy!!!

kirkydu — Mon, 21 Nov 2011 10:59:42 GMT

I have been talking about solar more and more as prices go lower and lower. Not just the stock prices mind you, but the cost of installing solar.

According to GE and other industry followers and sources, the massive advancements in solar electricity generation will place it on par with natural gas fired electricity by mid decade. Already, costs for commercial installation of solar are down 6...

Exact Sciences hits a home run

kirkydu — Wed, 16 Nov 2011 11:41:38 GMT

The company presented more data supporting their non-invasive screening test for early stage and pre-cancerous lesions for colorectal cancer.

Here is today's 8k: http://files.shareholder.com/downloads/EXAS/1512445218x0xS1104659-11-64511/1124140/1104659-11-64511.pdf...

A Once in a Generation X Opportunity

kirkydu — Mon, 14 Nov 2011 12:46:44 GMT

Every so often there is what is often referred to years later as a "once in a generation" opportunity. When we hear that phrase, we are usually hearing about how somebody should have done something or bought something years ago. Wouldn't it be nice if we knew then that "once in a generation" opportunity was at the time, rather than look back at it years later? Of course it would.

Something I wrote at Market Watch.

http://blogs.marketwatch.com/great-columnist/2011/11/07/bottom-fish-european-blue-chips-oui/

Keep an eye on Fox Business Friday at 4pm Eastern.

And, you ne...

Well I finally became a Twit

kirkydu — Mon, 07 Nov 2011 23:56:46 GMT

https://twitter.com/#!/GALPinvesting

Introducing GALP investing, soon to be even more semi-famous.

First tweet, three cheap Euro stocks today.

Well I finally became a Twit

kirkydu — Mon, 07 Nov 2011 23:56:14 GMT

https://twitter.com/#!/GALPinvesting

Introducing GALP investing, soon to be even more semi-famous.

First tweet, three cheap Euro stocks today.

China advocates Europe borrow in Renminbi

kirkydu — Mon, 31 Oct 2011 13:54:00 GMT

Advocates. Advocates?

I think this is about how it went down:

Europe: "Hi, China, this is Europe calling."

China: "How are you Europe. We were wondering if you would call."

Europe: "Yeah, well you know how it is. Anyway, we were wondering..."

Why is that? Isn't that a classic conflict of interest? Isn't CNBC is supposed to be the independent media which reports upon the very important financial industry? Who else is CNBC invested in that they provide media coverage of? Am I thinking about this too much?

Was Whitney right afterall? Harrisburg goes bankrupt.

kirkydu — Wed, 12 Oct 2011 10:01:30 GMT

http://www.pennlive.com/midstate/index.ssf/2011/10/harrisburg_city_council_to_fil.html

I did see the CNBC interview and the convoluted attitude once again put out there that the bond holders were more important than the citizens and employees of the debtor- Harrisburg in this case....

The Worst Ex-Fed Chairman of All Time!

kirkydu — Sat, 08 Oct 2011 21:51:16 GMT

http://krugman.blogs.nytimes.com/2011/10/07/notes-on-the-eurobubble/

The first comment is priceless, and imho, right:

"Greenspan is quickly establishing himself as the worst EX-Fed chairman of all time."