Jun 3 2009

A couple more ideas

jade – tried to write an article about it, but although i believe this thing is more likely to go up than it is to go down — i’m very uncertain and uneasy making that call, good news is that i don’t have to.cgdi – i’m going to sit out on this one – shareholders [...]

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Jun 1 2009

Coal and Oil

Tommy, Glad someone looks through my notes. I just added this to my to-do list — which is currently 7 companies long. My dad ran a business called ARM Computing for 15 years. I am just carrying on the legacy. A couple things: 1. Your notes reflect that you dig deep enough and that you [...]

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Jun 1 2009

weekend recap

A market beating friend on REITs:Of the REITs, I like Winthrop (FUR), Brandywine (BDN), and Lexington (LXP) the most. There are others that I haven’t researched as thoroughly that still look fairly attractive, as well. HRPT Properties Trust (HRP), BioMed Realty (BMR) top that list. There have been a few that I have recommended that [...]

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Jun 1 2009

Eating Risk for Breakfast

If you are looking at the US markets, you may believe that since early march investors are waking up and pouring themselves bowls of Risk Crispies for breakfast — if only Kellogg’s (K) made these too. The stocks that have been rallying the hardest are the ones that have been sold down sometimes more than [...]

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May 25 2009

Lux Would Love These Stocks

on the hunt through my old favorites to find a few that aren’t hurting except in their stock price. looking for something not china in this case, also not in the financial markets. lets work down a list that i screened out in order of stock price appreciation potential according to ben graham’s formula P/E [...]

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May 25 2009

Missed out on 1000% — PRSC

Good Day, I looked into this back in December too. Back when it was below $1. Thought it was a steal. http://www.divguy.com/2007/10/safe-dividend-stocks.html http://www.glenbradford.com/blog/archive/2008_11_01_archive.html I listened to conference calls, read the reports, did the research. But, none of the professors at Purdue really were able to answer my questions — I didn’t have the time and [...]

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May 24 2009

Coffee = Overpriced

gmcr, cbou, ddrx — i dunno. i had a list somewhere of the overpriced coffee stocks. i’m just saying like in Disney’s movie Jungle 2 Jungle. Get out of Coffee.cphi – still like itchbp – scared, not always profitableskbi/skbo – will look again later during when the market is open so i can look at [...]

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May 21 2009

I could get used to R-Robbins

hgsi – wow? I don’t know what to make of this — it’s traded on 12 exchanges, what? a monster profit Q1 of 2009? Is that sustainable? I have no idea. Worth looking at if you understand these type of things. i clearly do not. Something Unusual around $38.9M.ctic – another one of those non-for-profits [...]

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May 18 2009

2 Articles and my radar

Anthracite Capital is ReinflatingByGlen BradfordInstead of talking about finance institutions that are being diluted like Citigroup (C) and financial institutions that are so hot they’re already above their November lows like Wells Fargo (WFC) and Goldman Sachs (GS), I’m going to introduce you to a better place where it’s bottoms up from here.After getting the [...]

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May 17 2009

Red Robin Post Half

ddr – yes~! an REIT that’s back to profits and is priced for the underworldgsol – too expensive. i’m bargain shopping, remember?myst – can get cheaper p/s, p/e and more predictability elsewhere If they pull big numbers out of a hat on cloud computing I’ll reconsider this as an option. Cloud computing in my opinion [...]

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