Archive for the 'Company Analysis' Category


A Look at Southwest

Wednesday, May 23rd, 2007

I realized after posting yesterday that the move to get out of Cosi might seem rather odd without a corresponding move to get out of Southwest Airlines in my other portfolio given that both have performed so poorly. As such, I thought it’d be a good time to get some thoughts down about Southwest Airlines […]

Cosi out / China Mobile in

Wednesday, May 23rd, 2007

Originally Posted May 17, 2007
Well, it seems that waiting for Cosi’s quarterly earnings report was less than a great idea. Maybe, I should have listened to the so called “whisper numbers” in the days leading up to the report when the stock dropped from 6.00 to 5.00. Instead, for one reason or another, I held […]


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