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From 2005 to 2007 and for the first year of my show on Fox from late 2007 into 2008, I used to say one thing about real estate as an asset class whenever it came up, “There’s never been a better time to sell real estate than right now.
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I bought some Visteon Corp common stock because it’s a new purchase, but that’s about it for today.
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More on the Cloud Revolution that we are investing in from yours truly: I’ve long touted the App Revolution as being the single biggest market in the history of the planet and even published a book called 50 Stocks for the App Revolution. In the four months since I
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Live Nation, one of our shorts, got an upgrade today: Live Nation upgraded by Stifel Nicolaus Briefing.com(Thu 8:02AM EDT) The stock is up nearly 3% this morning. Remember when Riverbed was down 5% one day and I said we needed to let it “settle” first. We subsequently
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The DJIA is hitting multi-year highs…yes, despite all the bears out there explaining why the markets can’t go up any more, the markets just keep climbing. Remember when we talked about how we should set ourselves up into earnings season (see below for example) and I wrote “But
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One of my mentors used to tell me, “Respect the streak.” And by that, he meant that whenever your stocks are moving with you and your portfolio is humming and it seems like most days you come in and the stocks go the right direction no matter what you do
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It’s true that people actually trade off these types of headlines. But we don’t have to, and therein lies much of our advantage — we can and do ignore the noise: Bernanke lowers growth forecast Fed lifts 2011 inflation view Fed hikes forecast for inflation and cuts economic-growth view,
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Steady betty market this morning, and other than Corning putting on another rally there’s little movement in our portfolio this morning. Amazon is up 4% after what could have been considered a “worse than expected’ report, and that “tells” us once again something about what to expect in the
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Another huge day for the portfolio, with lots of stocks up decently and our Corning and Cisco positions are adding some oomph to the P&L (profit and loss of the portfolio’s daily action) today. I’m looking to continue nibbling on a lot of the positions, using
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“In fact, we don’t think it is sustainable. And, if we see the S&P 500 move through the next level of resistance with some volume, we will add to our beta positions.” I swear I just heard a real money manager just say that on CNBC. I
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Here’s my longs, in order of notional weighting: Corning Nuance Cisco Riverbed Celestica Cypress Microsoft Ciena Nokia Google DBA Apple Adtran Shorts: LPS Cablevision XLF Live Nation
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I’m going to start buying some Visteon Corp as my next purchase. Here’s why: It’s a brand new long, in an entirely new sector to help diversify us away from technology a little bit. The auto sector, including all its vendors and suppliers, restructured both operationally and
