All
Grease Rat: Like the sign says, “Speed’s just a question of money. How fast you wanna go?” – Mad Max (1979) Good morning and welcome back to the sand dunes, where water’s worth more than gold. Turns out the markets survived another round of “Greece contagion” and it’s
All
Harry Callahan: I know what you’re thinking. “Did he fire six shots or only five?” Well, to tell you the truth, in all this excitement I kind of lost track myself. But being as this is a .44 Magnum, the most powerful handgun in the world, and would blow
All
Blondie: [counting Angel Eyes’ men] One, two, three, four, five, and six. Six, the perfect number. Angel Eyes: I thought three was the perfect number. Blondie: I’ve got six more bullets in my gun. – The Good, The Bad, The Ugly The markets are down ugly to start the day.
All
Here’s some of what I’m reading this morning along with my thoughts on each topic. An Explanation and Some Reflections – I know a few folks over at Netflix, including Reed Hastings, the CEO and author of this strangely apologetic but still arrogant “reflection” and I can’t tell
All
It’s been a great week for the markets and the portfolio (knocking on wood) and I’ve worked my butt off this week and am exhausted. I’m not going to leave for lunch but will finish out the day in front of the computer doing some more homework,
All
Here are some Revolution Links to what I’m reading and thinking about today. Value Investing and Financials – David Merkel is an old mentor and investor of mine. He also happens to be the best value investor I know and he’s saying that the financials are not value stocks
All
Good morning and welcome back to the playground. Don’t stand on the monkeybars. At least not while the teachers are watching. RIMM’s the story of the day. The stock is off 24% today, mainly for two reasons. That 200k unit number of Playbook tablet sales is gawdawful. And
All
And there you have it, another day in the bag. Another critter cooked. Another hand dealt. I trimmed some Marvell today as noted and trimmed some Sandisk calls yesterday as noted and other than that, it’s also been pretty darn profitable to just let things play out as I’
All
Hey Blackberry, How you taste so sweet, Hey Blackberry, tell me what you see Tell me is it interesting Hey Blackberry pay some attention to me, Hey Blackberry look at my bumblebee Hey Blackberry you know he never stings, And he only hums for me I need some L-O-
All
The markets are up nicely today and so again are we. As much as I continue to want to let things ride for us, I always want to maintain some discipline and take some gains when we’ve got them and we’re this heavily long. So I’m trimming
All
”Float like a butterfly. Sting like a bee. Your hands can’t hit what your eyes can’t see.” – Muhammad Ali Ebb and flow. Bob and duck. Jab and dance. That’s what everybody wants to do right now. Nobody wants to let these stocks play out. Nobody wants to
All
The best tech trader I know is probably the one and only Jay Somaney of TSG Capital Partners who writes at WallStreetAllStars.com. Yesterday, he wrote an article called, “Adding To Techland Holdings” and I about fell out of my chair when I saw the headline and read the article
