We have traded out of most of AKAM with profits, keeping a small tail in the Mar 42 options. Normally CEO Sagan has been a size buyer when the stock got whacked. This time he’s actually selling
Remember the company that supplied all the dispersant from the Gulf oil spill. Well Nalco, NLC is an interesting company that has been on a bull run. It pulled back after this quarter’s earnings. Insiders must think the future is rosy as two of them stepped up with significant buys. Take a look at the […]
We don’t like people gloating but we do like to help people make money. We wrote about both Dell and Visa as our largest year end positions. Both have done very well for our investors. We are mostly out of Visa now but continue to hold Dell. We will buy Visa back though on any […]
This is a great report I found on the web about rising stars in emerging markets. The Boston Consulting Group did an excellent job as usual in ferreting out this information. The BCG is a global management consulting firm and according to them the world’s leading adviser on business strategy. I did work with them while I was […]
Everyday before the market opens, I put a plus sign, minus sign or zero sign in front of every stock symbol I own. The plus sign signifies that I think the stock goes up today, the minus is down, and the zero sign is I don’t have a clue. I keep these sheets for several […]
So we may leave money on the table but we are going to take some profits in the NEM, ABX, and AEM trades.
I think the pullback on the events today “peaceful revolution” are actually bullish for oil. Who is next is the question. If the fervor for democracy continues, could Saudi Arabia be next?
I’m pretty convinced now that the relentless march upward of the markets is coming to a bump. No way of telling what sets it off but this significant divergence is revealing waning buying enthusiasm.
Some chartists believe that all known events are already reflected in the price patterns in the chart. They spend a lot of time trying to divine MA crossovers, MACD, Stochastics, Resistance Support lines and many more technical indicators. I too believe strongly in technical analysis but of course equally strongly that one piece of news […]