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When I left this morning to go meet with contractors and what not on my land, the futures were down pretty sharply and our portfolio was due to open down too. The early morning ugliness has given way to some rally action into the lunch hour and we’re now
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I don’t know how not to get pumped about the growth of apps, smartphones, tablets and the cloud. I try to temper my bullishness, but my analysis gets in the way. Take a look at some of these headlines: Apple trumpets 15 billion App Store downloads – Computerworld 15 billion
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I’ve explained in detail the supposed US budget impasse won’t matter to your portfolio in the long run. I’ve compared the trillions in ongoing explicit corporate welfare and homeowner subsidizations to the tens or hundreds of billions that the Republicans and Democrats want to cut from social
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Well it’s turned into a veritable slaughter of the bulls out there today. Most high-beta stocks are down 3-4% and the broader indices are down about 2% across the board. Despite the selling near the highs last week, we’re still quite net long overall and the portfolio’s
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In the last five trading days, this market has taken us for quite a ride, eh? Take a look: And so here we are now back to where we were last Wednesday at noon. As for trading, I had sold down some of our positions at the top last Thursday
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While we’re at it, I’m reading through my own analysis and numbers…so let’s share this one too. Here’s the fundamental analysis on Netflix in the report. Company NFLX – Netflix, Inc. Summary Netflix, Inc. provides online subscription rental services in the United States. Balance Sheet Cash
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Not all app stocks are created equal. And not all chip suppliers into the smartphone/tablet revolutions will benefit. Indeed, now’s the time to start separating the winners from the losers, so that when the rest of the Street finally sees the differences, it’ll likely be too late.
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Here’s some thing I came across last night doing some research for a piece I’m writing. Take a look at the date….did you remember that Greece had huge social uprisings and budget crises and austerity measures going thru….back LAST May? As in May 2010! Read the
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And to close out the week, here’s a list of my longs and shorts, in order of approximate size: Longs – * Riverbed * Google * Cisco * Microsoft * Cypress * Nuance * Marvell * Corning * Apple * Visteon * DBA * Ciena * Adtran * Celestica Shorts – * Lender Processing Services * SLV * GLD * Cablevision * XLF * Live Nation Thanks for reading and thanks
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It was due. A pullback, that is. I mean, take a look at this Nasdaq chart: It was literally straight up for the last week. And now we get the pullback. If you were feeling naked or underinvested or like you’ve missed the rally at yesterday’s highs, then
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I almost wrote yesterday about how the hardest trade to make was to let our aggressive stance ride — the hardest trade when you’ve been as aggressively long as we have been was to not trade at all. That was yesterday and that was before we had half our longs
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Turns out the world’s economies didn’t grind to a halt because of Greece. Or Portugal. Or because the Republicans/Democrats are pretending to be in a big game of chicken with our own budget. The major indices are now up nearly 10% from their lows on June 17
