Recent Posts

• Something Stinks at the Insurance Corral

  Trader Mark submits:
  Like many groups, insurance was highly shorted in late winter, and once momentum jumped in the group, investors betting against the group were crushed. Further helping insurance firms specifically was the government riding to the rescue TARP], ala commercial REITs, banks, et al. [Mar 12, 2009: The Next Big Bailout Choice - Insurance]
  As [...]

• Friday Outlook: Commodities, Global Markets

  David Fry (ETF Digest) submits:
  << Return to page 1 - Game Over

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• Friday Outlook: Game Over

  David Fry (ETF Digest) submits:
  July 2, 2009

  Maybe, maybe not—this is all I can say since bulls have repeatedly demonstrated their “energizer bunny” quality. Maybe over the weekend investors will forget about the sting of today’s drop as no doubt the powers [...]

• Potash Is Not Growing Green Shoots

  Trader Mark submits:
  The fertilizer names have been much weaker than the commodity space as a whole… Thursday, they were green in a sea of red on a Russian price increase, but really Potash (POT) just warned of yet another production cut just 2 weeks ago. [Jun 17, 2009: Potash with Another Production Cut Hammering Fertilizer [...]

• Why I’m Closing Illumina for Now

  Trader Mark submits:
  I only have about a 0.4% stake in Illumina (ILMN), so I am going to take about a 8% loss on this last batch (stock is down about 10%) on the earnings warning. The stock had just been flopping around listlessly, so it was not a major position for us, thankfully.
  A large gap [...]

• The hot new IPO of 2010: General Motors

  Filed under: General Motors (GM), Initial public offerings
  General Motors is hoping to emerge from bankruptcy conduct an initial public offering sometime in 2010, according (subscription required) to The Wall Street Journal. The IPO could either raise additional capital for the company or allow the United States and Canadian governments to begin divesting their stakes in [...]

• Tech stocks set for a rebound

  Filed under: Nokia Corp. (NOK), Research in Motion (RIMM)
  I just finished speaking with Jim Oberweis, president of Oberweis Asset Management and the editor of investment newsletter The Oberweis Report. Oberweis, whose newsletter recommends specific high growth small cap stocks, is rated among the top two investment advisory letters for 20 year performance, according to [...]

• Closing Bell: When the unemployed govern the markets (AIG, DSCO, FSLR, TIVO)

  Filed under: Amer Intl Group (AIG)
  Some days you know you have a winner, and some days you know you have a loser. Just like the loss of 473,000 jobs to 9.5% unemployment in June, today started as a losing day and ended up as a losing day. It feels as though the “lagging indicator” aspect [...]

• My Activision Blizzard trade

  Filed under: Microsoft (MSFT), Sony Corp ADR (SNE), Electronic Arts (ERTS), Activision Inc (ATVI), Technology, Nintendo (NTDOY)
  Activision Blizzard (NASDAQ: ATVI), a software publisher which competes with Electronic Arts (NASDAQ: ERTS) and distributes games for consoles from Sony (NYSE: SNE), Microsoft (NASDAQ: MSFT), and Nintendo (OTC: NTDOY), is a stock I own in a long-term account. [...]