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Back in the States
After a two week vacation, the first I remember taking since beginning writing this blog, I’m back and ready to blog with a vengeance! Keep a close eye the next few weeks as I’ve got a whole slew of new posts planned. But, before we begin, I’ve got a little to catch up on as [...]
read more »Portfolio A: VMW position initiated
Well, I didn’t have to wait long to spot an interesting trade, though it wasn’t one of the three I found the other day though all three – Vornado, Western Union, and AUO – continue to remain interesting. It just so happened that the day of my post, VMWare’s earnings surprised upwards and came along [...]
read more »Dow Theory (Part 1)
Over the last few months, I’ve discussed my investment philosophies using all sorts of metaphors and descriptions. Little did I know that many of these ideas have already been distilled into a very eloquent theory known as The Dow Theory. Had I been more well versed in these ideas earlier, it might have been a [...]
read more »Pullbacks – A Fundamental Perspective
We discussed pullbacks from a technical perspective last Friday. As you may have been able to tell from the chart example, it can be a little bit difficult to play interim pullbacks during an uptrend. Even harder if you’re trying to catch pullbacks during a rapid rally. In fact, 50% of the gain in Coach’s [...]
read more »Investing Lessons from Buffett and Lampert
Following up yesterday’s piece on lessons in business analysis that could be gleaned from this year’s Warren Buffett and Eddie Lampert shareholder letters, we’ll be looking at what investing specific lessons offered by these two mavens. After all, most of us aren’t looking for controlling ownership of the companies we invest in and, as a [...]
read more »Free Book Re-Visited
Well, after the review of Active Value Investing: Making Money in Range Bound Markets, Vitaliy was kind enough to contact me and offer another book giveaway for those of you who missed out on the first contest in October. This time, the book is coming autographed! Not only is it a $49.95 value (or $32.97 [...]
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