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IMF head arrested on rape charges in NYC. Israel fires across the Syrian border. The Middle East revolutions continue driving death and despair. Lowe’s offers disappointing guidance and is down pre-market. And there’s a smattering of smaller M&A deals announced today too. The futures here are
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Let’s look at some Cloud Revolution charts and behold the mindblowing growth of the fastest growing subsector (cloud revolution) of the fastest growing marketplace in the history of the planet (the app/smartphone/tablet/cloud revolution). First off, how about the explosive growth in the movement to storing on
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What a week it was. Lots of back and forth and grind, but the stock markets end up just about flat on the week as we head into the final contra-hour of the week. Our portfolio actually had a pretty good week though, much better than the broader markets, with
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Quick bulls, what’s the bear case?! And tell right now, bears, what’s the bull thesis? Several years ago, I trademarked the term “Flip It” because I noticed how crucial it is for great investors, traders, thinkers, business people, comedians, and everybody to flip conventional wisdom upside down. The
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It’s an ugly day in the markets and our portfolio’s red too. I just bought some Celestica common stock on its weakness today following its recent weakness in days of late. It’s still one of the cheapest and least-covered tech stocks in the world.
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Germany’s GDP was apparently better than the results of some poll from some news organization of some idiot economists who think it matters if they can extrapolate the last three months worth of macroeconomic trends into a decent guess about what the bureaucrats who are paid to hedonize and
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I am also buying some Google common stock today. I think, like Apple, it looks like it could get be getting ready to go on run. The momentum traders have left both names — Apple because it’s been so flattish for months now and Google because it’s been worse
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I do think Apple’s setting itself up to run in both the near-term as well as the longer-term, and as you guys know I see a $2k target on it in ten years anyway. I’d like to build up my Apple common position, so I’m adding to
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What one stock taketh away, another giveth. (Flip it.) The hits we’re taking in Cisco and Celestica are being countered by the profits in Riverbed and Silver. Most of the rest of the portfolio is hardly budging and that means our portfolio is flat-to-slightly down on the day, much
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Cisco and silver are each down almost 5% in the early action. On the conference call cisco CEO guided slightly lower again for next quarter for the fourth time in a row. I am digging through their report and others but the upshot is that I plan to hold my
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Flattish day for the portfolio by the close. After the close though, our second largest position, Cisco, reported very strong earnings and the stock is up 3%. That said, we won’t know how the stock will trade tomorrow until we hear from Cisco CEO, John Chambers, on the upcoming
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Let’s review what I’ve been doing to re-build my portfolio in broad terms. From a strategic standpoint, I’ve been buying the best companies I can find in the App Revolution and the Cloud Revolution which I think will explode into a new bubble in coming years and