May 15 2009

Red Robin Half Time

AGT.UN — Not Interested – But I like Agrium instead in this sectorBased on what I can tell, it’s trading at a P/S of ¼. http://www.sedar.com/CheckCode.do;jsessionid=0000SXv4swJYiWjxrp5g69Y1SUo:-1 According to Google, the numbers are in CAD (Canadian Dollars). But According to sedar.com’s filings — can’t tell. It is my understanding that any $ sign indicates USA Dollars [...]

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May 14 2009

Round Robin

My computer’s been down, I’ve gotten a lot of emails asking my thoughts on particular stocks. Here’s what I’ve got for a first glance. If I missed your stock, let me know. There are probably duplicates. Remember my philosophy. When investing, it’s not figuring out what to buy that makes you money — it’s figuring [...]

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May 11 2009

Reader Feedback

Hi Glen, My portfolio has increased another 10% since Friday. Conseco blasted off on today’s 1Q earnings report. I can’t believe I picked it up at 48 cents and it’s hit a high of 3.90 today. My numbers are fast approaching $3500 and expect that to double yet again in the next few months. I’m [...]

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May 11 2009

100% in 1 Month Financials

100% in 1 Month FinancialsByGlen Bradford I think that if you’re a professional money manager and you don’t make 100% return in 1 year starting today — you should look into other forms of employment. Jim Cramer is right. I’m going to stand up and shoot for 100% in 1 month with a couple stocks. [...]

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May 11 2009

Well. Logic Errors run rampant.

Well. Logic Errors run rampant.By Glen Bradford For example. Back when kids had to walk up hills both ways to get to school in the snow and kids ate ice from the ice man off the street (the good old days), it was financially savvy to buy larger lot sizes of shares (you paid for [...]

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May 9 2009

Knowledgable Gene Franco

Ahh the macro view. I had an interesting conversation with a private equity analyst at Blackstone last month, his basic thesis was that commodity export dependent and goods export dependent economies are basically a form of leveraged economy and will run up the most during this recovery. The US manufactures guns, no butter, and some [...]

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May 9 2009

Beating The Market AND Making Money

It’s official, My strategy is making money since late July 2008 and I was fully invested in bullish stocks and options the whole crash through. That means I’m beating the market too. I will document the track record charts when I get my laptop up and running. Glen

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May 9 2009

CNOA Caution: Computer Still Crashed

First, you get an “A” for coming up with the answers. I am sure that was not fun. My comments, in red, below. Bob I don’t pull any punches, the comments are meant to be constructive. I am sure you will take them that way. Bob On Sat, May 9, 2009 at 10:28 AM , [...]

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May 9 2009

Computer Crash

Hey David, Glad to hear. My computer crashed yesterday so I bought a new one but am working on a borrowed one until I’m up and running again. So, shoot me an email again in a week or so to make sure that I have you on my email list. I backed up the email [...]

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May 6 2009

Digest the obvious

Everyone is deriving absolutely idiotic conclusions on ACAS. American Capital’s Board of Directors will make a decision on the allocation of the dividend between cash and stock which will be announced at the time of declaration. They also got approved the possibility of 4 stock splits a year and usually pay a divided each quarter. [...]

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