Archive for November, 2005

  • The Market Today
    , November 30th, 2005 at 7:11 pm

    After rising 0.0016% yesterday, the S&P 500 fell 0.64% today while our Buy List gave back 0.43%. For the month of November, the Buy List [...]

  • The Dual Market
    , November 30th, 2005 at 3:40 pm

    We basically have two stock markets right now, energy stocks and everything else. All the other industries are highly correlated to each other. The big [...]

  • Credit Suisse First Boston: Dell Undervalued
    , November 30th, 2005 at 2:22 pm

    From Forbes: Credit Suisse First Boston maintained an “outperform” rating on Dell and advised investors to buy shares of the PC giant at current levels. [...]

  • Private Equity Strikes Again
    , November 30th, 2005 at 1:16 pm

    The 80′s are back! Today’s buyout is of TDC, the Danish phone company. The private equity group includes Apax Partners, the Blackstone Group, Kohlberg Kravis [...]

  • Today’s GDP Report
    , November 30th, 2005 at 1:08 pm

    As many of you know, I’ve been saying that the economy is much stronger than a lot of experts think. When the first report on [...]

  • Big Value in Small-Caps
    , November 29th, 2005 at 5:56 pm

    For the last 10 years, small-cap stocks have been the leading sector. Looking at 10-year returns of major fund categories, it’s clear that the leading [...]

  • Gold at $500
    , November 29th, 2005 at 3:52 pm

    Gold finally broke $500 an ounce. “People are looking for an alternative investment to U.S. dollar-based instruments. The expectations of inflation in the coming year [...]

  • Consumer Confidence Rises
    , November 29th, 2005 at 12:49 pm

    More good news. Consumer confidence had its biggest gain since 2003. Consumer confidence rose in November by the most in more than two years as [...]

  • The Morning Market
    , November 29th, 2005 at 10:32 am

    Don’t worry. Brown & Brown’s (BRO) stock hasn’t been cut in half. The stock split 2-for-1 this morning. So if you own, you now have [...]

  • Southwest Goes to Denver
    , November 29th, 2005 at 5:07 am

    The Wall Street Journal has a front page story this morning about Southwest Airlines (LUV) entering the Denver market. Whenever Southwest enters a new market, [...]

  • The Undefeated Colts
    , November 29th, 2005 at 12:17 am

    OK, I’m officially on the Colts’ bandwagon. This team is incredible. I just watched them dismantle the Steelers. Every part of their game is top [...]

  • The Market Today
    , November 28th, 2005 at 8:11 pm

    The winning streak was finally snapped! The S&P 500 had gone up for seven straight sessions, and 14 of the last 17. But another rally [...]

  • Broker Haggle Guide
    , November 28th, 2005 at 2:19 pm

    Forbes presents the “Broker Haggle Guide.” My advice: It never hurts to ask.

  • Today’s Make-Believe Issue: We Have Too Much Cash
    , November 28th, 2005 at 11:41 am

    Here’s a great example of one of my pet peeves about the financial media. No matter how good the news is, we can always find [...]

  • Thor’s Earnings
    , November 28th, 2005 at 11:10 am

    Today’s trading is fairly quiet but Thor Industries (THO) is soaring on a strong earnings report. Thor Industries Inc., a maker of motor homes, travel [...]

  • What’s Buffett Buying
    , November 28th, 2005 at 6:37 am

    After sitting on the sidelines for much of 2004, Warren Buffett is buying stocks again. What’s he buying? The Oracle of Omaha has been snapping [...]

  • The Unsinkable Dollar
    , November 28th, 2005 at 5:45 am

    A widening trade gap is supposed to sink a currency. But our trade deficit keeps growing and the dollar is rallying. What’s going on? The [...]

  • A Rebound for Airlines
    , November 27th, 2005 at 2:30 pm

    One of my golden rules is never, never, never, never invest in an airline stock. Airlines stocks are nothing but trouble. They’ll lie to you. [...]

  • Cyber Monday
    , November 27th, 2005 at 2:07 pm

    The Friday after Thanksgiving is traditionally known as Black Friday, which is the beginning of the holiday shopping season. Now we have a new phenomenon, [...]

  • The $74 Million Research That No One Wants
    , November 27th, 2005 at 1:26 am

    As part of the famous global research settlement, Wall Street brokerage firms are supposed to give their clients free, independent research. The problem is, nobody [...]