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    • Tue Oct 28th 18:43 PM
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      Commented on:
      Slump's Over? Vegas Employment and Housing Looking Up
      Is there a good statistician out there who could run a multi-factor coefficient of correlation between Las Vegas home sales and employment and U.S. GDP or the S&P 500?
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    • Tue Oct 28th 18:24 PM
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      Wall Street Breakfast: Must-Know News
      "Making things", says axelrod. I agree 100%. See what our "service" economy has done for us: left us dependent on the rest of the world. We are witnessing the USA slumping into second place. Who's in FIRST? No single country. We'll see more international alliances, with USA being just one of the players.

      Should we shovel taxpayer money into losers like GM? Or how about a multi-time loser like Chrysler? Helloooo ...? Is it just that some flag-wavers want Toyota to fail? Guess what: businesses that do things the smart way will ALWAYS be succcessful.

      And when you look at the flag-wavers very closely you see that the little buttons on their collars aren't American flags, they're "Vote Union" or the UAW or Steelworkers -- the unions that bullied management into sucking their employers into fundamentally and internationally uncompetitive postures.

      What do we do now? Buy the best cars at the best price = value. Need steel? Go to Nucor -- a new breed of corporation -- not US Steel. Want to build good North American businesses? Let the private sector, including the investment bankers of the future, make the investment decisions. NOT the government!

      It might take Americans another 4 years -- with the lemmings putting Obama into the presidency -- until we learn that we can't spend money we don't have, import things that take too much fuel to get to us, buy twice the house we need to live in, subsidize weak industries, vote union representation to talk to management or look to anybody else but ourselves to provide faithfully for us.

      We Americans are self-satisfied, slow learners.

      Which reminds me: where are the engineers and scientists that will help us recover? Maybe some will be graduating in 4 years.

      Dave

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    • Sun Oct 26th 15:48 PM
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      Intuitive Surgical: Medical Device Stocks Look Oversold - But Not Recession Proof
      Johnson has a valid point about "groupie" stocks. Another name for this is "story" stock. I've owned two of these and ended up getting my hat handed to me with my head in it: NutraCea (NTRZ) and Headwaters (HW). Like ISRG, both are fine companies with great "stories" that I fell in love with, and got into so "early" that the smart investors in the stocks turned out to be the ones who sold when the price was high.

      I think ISRG is worth buying, but I put it in the "story" -- or "groupie" or "gotta love" -- stocks that just aren't good enough at the fundamentals yet ... or maybe just haven't been discovered by level-headed investors yet.

      ISRG buyers beware.

      Dave
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    • Fri Oct 24th 12:03 PM
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      Wall Street Breakfast: Must-Know News
      Wish we had a 5-star rating system for both the articles and the comments!
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    • Wed Oct 22nd 10:06 AM
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      Wall Street Breakfast: Must-Know News
      BHI's numbers aren't showing in the share price. It will be a big winner when the recovery comes. (I've owned BHI in past, continue to watch it, but don't own shares right now.) But so will all the oil services and infrastructure players.
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    • Fri Oct 10th 15:00 PM
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      Sugar Futures Drop; Fundamental Picture Currently Ignored
      Keith: name a few of your "prospects" for us.

      Me? I like BUF, EXM, NE, AHR, and MDR ... and I'm taking a hosing!
      View article »
    • Fri Oct 10th 14:56 PM
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      Friday Outlook: Commodities, Emerging Markets
      David, I'm another fan that uses your work to distill what has happened. I hunger for some of your recommendations tho. You're old enough and sharp enough to have gut feelings worth airing.

      But if you don't tell us how/where to focus our investments in the future, I'll still love you and study your wonderful charts.

      Another Dave
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    • Fri Oct 10th 14:19 PM
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      Two Ideas to Capitalize on Distressed Sellers
      I'm a HGT victim too. In last 4 mo, HGT is -45% vs S&P -33%. PBT is a better performer with a -29% drop. When market and oil prices recover, both will outperform market. Dividends for next 3 months probably lower, reflecting NG and oil income.

      I like MWA, but see it falling more. A good infrastructure play ..if that's where government money goes (which might be pretty tight for another 2 years).

      Only things I own that are working are KO and ABX (until today).

      I'm holding. Selling at these levels validate the stupidity of the usual stockholder. Their panic is outdone only by institutions trying to scrape up cash in this negative environment.

      Dave

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    • Thu Oct 9th 12:51 PM
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      Commented on:
      Crazy P/E Ratios
      Yikes: These low-PE company look like some of the best investments out there right now ... including WB.
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    • Thu Oct 9th 12:38 PM
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      California: Canary in the Economic Coal Mine
      Dr. Jackpot: you're spot on about CA too. You should apply for Sec of Treasury!
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    • Thu Oct 9th 12:35 PM
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      Economic Indicators Signal a Major Collapse Ahead
      Dr. Jackpot's spot on: a real action plan.
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    • Mon Oct 6th 11:43 AM
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      36 Opportunities for the Beginning of the Bull
      Glad my Coke (KO) and gold (ABX) made the list. KO has not suffered the hosing the rest of my portfolio has taken. Maybe your other picks are safe havens ...or safer. Best move, if you had foreseen a 33% one-year S&P dive, would have been to move to cash last October and stay there. Can't fault anyone who went "all in" a week ago. America's on sale!
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    • Sat Sep 27th 20:14 PM
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      Taking a Risk - With 20% Yields
      ACAS and EXM are excellent investments with little downside risk and nice payout while you wait for the stock to return. I also like AHR.
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    • Tue Sep 23rd 13:37 PM
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      Why I Got Gold Wrong
      TERN's article-rating question needs to be answered "Soon!"
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    • Tue Sep 23rd 13:13 PM
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      Commented on:
      Tuesday Outlook: Commodities, Emerging Markets
      I've never had a Vanguard order fail to execute. What do you suppose happened?
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