Archive for December, 2007

  • The 2008 Buy List
    , December 31st, 2007 at 9:56 pm

    Here’s my 2008 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and each position is worth $50,000. Here’s each stock, ticker, starting [...]

  • The 2007 Buy List
    , December 31st, 2007 at 5:35 pm

    The 2007 trading year is over. For the year, our Buy List gained 4.99% compared with 3.53% for the S&P 500. Including dividends, the Buy [...]

  • Relative Performance and the Yield Curve
    , December 31st, 2007 at 3:58 pm

    Here’s an interesting graph, but it needs a bit of explanation. It’s the relative strength of each S&P 500 industry group relative to the yield [...]

  • Top 10 Pieces of Happy Economic News
    , December 31st, 2007 at 1:39 pm

    At Bloomberg, Kevin Hassett lists the good stories about the economy: 1) Equity markets posted solid gains and price multiples are still low. As of [...]

  • The Fall of Blackstone
    , December 31st, 2007 at 1:23 pm

    Poor Stephen Schwarzman. Just six months ago, the Blackstone Group (BX) started trading at $36.45, a 17% premium to its IPO price. Today, the stock [...]

  • Earnings Preview: Bed Bath & Beyond
    , December 31st, 2007 at 11:18 am

    Today’s the last day of trading for 2007. The market is closed tomorrow. On Thursday, Bed Beth & Beyond will report its Q3 earnings. Here’s [...]

  • The View from the Top
    , December 31st, 2007 at 9:08 am

    I went to yesterday’s Redskin’s game. I was in the second-to-the-last row which, at FedEx Field, is really, REALLY high up. As least I can [...]

  • Moog (MOG-A)
    , December 29th, 2007 at 7:02 am

    I’m pleased to announce that Moog (MOG-A) will be final stock on the 2008 Buy List. This late addition is to replace Respironics (RESP) which [...]

  • Dividends Continue to Rise
    , December 28th, 2007 at 8:27 pm

    I often hear market bears describe the current market as “a bubble.” What I find interesting is that if this is a bubble, it’s got [...]

  • Projected Earnings Growth
    , December 27th, 2007 at 3:46 pm

    The lads at Bespoke Investment Group have tracked projected earnings growth for the S&P 500. Or I should say, lack of growth. For Q4, analysts [...]

  • NICK Under $7 a Share
    , December 27th, 2007 at 1:43 pm

    I hope to have more about this sometime soon, but gosh darn it—Nicholas Financial (NICK) is cheap. The stock is priced as if it’s going [...]

  • 10-Year-Old Cramer
    , December 26th, 2007 at 9:06 pm

    Watch out, Jim. He’s got your game.

  • Apocalypse When?
    , December 26th, 2007 at 8:42 pm

    As long-time readers of this site know, one of my pet peeves is the lack of balance in accountability between overly bearish and overly bullish [...]

  • Amazon’s Best Holiday Ever
    , December 26th, 2007 at 10:39 am

    Amazon.com just celebrated its best Holiday EVER. Jeff Mathews isn’t impressed. He finds that today’s press release kinda looks familiar: 12/26/2007 “Amazon Wraps Up Its [...]

  • Merry Everything!
    , December 25th, 2007 at 12:08 pm

    I want to wish everyone a Happy Holiday, and a healthy and profitable New Year. I also want to thank all my readers for their [...]

  • Inefficient Markets
    , December 23rd, 2007 at 2:16 pm

    More proof.

  • Pats-Dolphins
    , December 23rd, 2007 at 8:23 am

    The New England Patriots are set to play the Miami Dolphins, which is a match-up between the best team in the league and the worst. [...]

  • Abbey Road Webcam
    , December 22nd, 2007 at 11:01 pm

    See what’s happening live at the spot where the Beatles walked across the street. Strangely, I kept watching for something to happen but it never [...]

  • Anti-Anti-Contrarian
    , December 22nd, 2007 at 11:54 am

    James Altucher coins a new word: Antidisestablishmentcontrarianism. Don’t try to disassemble it with the prefixes and suffixes. I’ll tell you what it means because I [...]

  • The Way You Look Tonight
    , December 21st, 2007 at 9:25 pm

    Nope, Sinatra wasn’t the first. It was Fred Astaire who was the first to sing “The Way You Look Tonight.” This clip is from the [...]