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I want to make a move or two in the portfolio — one sell and a new short position. I wish I had done this when we had huge gains in it and the stock was still over $20 a share, but it’s time to do it now. We’re
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A bit of reversal in the markets today took the Nasdaq from positive to negative and there’s a lot of red out there. That said, I sure don’t sense any panic from the bulls. More like most bulls are feeling less than long enough and that’s got
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Here’s what I’m reading today and what I’m thinking about each topic. Wall Street All-Stars on Netflix – I’m kicking myself for not having gotten short this thing after it cracked last week. The newsflow had turned negative, the stock chart was busted and that stupid letter
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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
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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
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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.
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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
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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
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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
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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’
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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-V-E-N to
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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