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Mosaic Chapter 17: Yes, But I Like to Punt!

The next chapter to add to Poor Man’s Mosaic …
Original Source: www.fatpitchfinancials.com

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 20:13

Ken Grant’s three trading goals (Goals, IV)

The previous posts on goal setting looked at what we can expect from the market, and the thoughts of trading coaches Ari Kiev and Brett Steenbarger.
Kenneth L. Grant, a risk manager who has worked with the likes of Paul Tudor Jones, is another who has written extensively on goal setting; in his case in the book Trading Risk: Enhanced Profitability Through Risk Control.
…
Original Source: globalgrowthinvestor.com

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 16:05

Timely reader comment

A comment from today’s earlier post, not really related to the post but very pertinent to what I do here:
Susan Calhoun writes:
What is going on with KHD? You were so positive on it but the stock has dropped a lot. Do you still think that it is a good investment? Thanks.
Times like these can be tough on stocks like KHD (KHD: 27.77 +0.41 +1.50%). It is a small cap stock with no following in the U.S. Most of the investing world does not even know what they do and they just sell away. In the meantime there is no positive news to give some support to the stocks price.
…
Original Source: timplaehn.com

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 15:34

Interesting News

-Google is testing a new application that will provide walking routes available on your computer or cellphone. The current Google maps application provides driving directions that may not be the shortest route for walkers or bikers due to one way streets, parks, and tunnels. Tourists traveling to major cities like New York will benefit the most from this application although Google will add a disclaimer saying “use caution when walking in unfamiliar areas,” meaning “don’t blame us if you get mugged.” See the story h…
Original Source: marketanomalies.blogspot.com

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 15:13

Reading Graham’s Security Analysis: Care to Join Me?

Reading a thread over at GuruFocus reminded me of a common problem people seem to have:

Have you actually read Security Analysis cover-to-cover? Has anyone on here?

I have. Several editions, several times.

A lot of people haven’t. I don’t think it’s a matter of dedication, enthusiasm, intellectual curiosity, etc. I think it’s just a matter of being or not being a certain kind of reader.
…
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:20

Just Vicious Out There

The “Guy Bottom” might not be there after all - just a poor market where no rallies hold. I have no analysis for you other than this is vicious action. The bear snickers at us! This has to be the 3rd or …
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9 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:02

CNBC Bonus Bucks Trivia: In a July 8 feature, Boone Pickens told CNBC he’s sticking with $150 oil for 2008. But where did Lehman Bros. see oil?

In a July 8 feature, Boone Pickens told CNBC he’s sticking with $150 oil for 2008. But where did Lehman Bros. see oil?
Also on Tuesday, JP Morgan (JPM - Annual Report) said U.S. crude futures may hit $150 later this month, while …
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9 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:01

Alcoa (AA) - the Expectations Game

Alcoa (AA) earnings are the traditional kick off of every quarterly earnings season. I don’t really follow this name much simply because, while it’s a basic material, aluminum is not exactly my favorite. But I’d like to show readers the reality behind the numbers, while the seals on CNBC were clapping and hooting and hollering about the “beat”. I’d also like to show you a trend you will be seeing this earnings season, and the ones coming - higher input costs. And squeezed profit margins - we’ve been warning about this “era” coming since last summer. It’s now here….
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9 Julio, 2008| Fundamental Analysis | Comments (0) @ 12:00

Haynesville Natural Gas Plays Refuse to Sell off - Goodrich Petroleum (GDP), Petrohawk Energy (HK), GMX Resources (GMXR), Comstock Resources (CRK)

We’ve discussed recently the hot new place for natural gas is the potentially enormous Haynesville Shale [Jul 2: Petrohawk Energy and Chesapeake Energy Flying on Haynesville Shale News] (EDIT: Let me add 2 additional names) I’ve been hoping one of the 4 names closely associated with this space, either Petrohawk Energy (HK), Goodrich Petroleum (GDP), GMX Resources (GMXR), and Comstock Resources (CRK) w…
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9 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:12

Haynesville Natural Gas Plays Refuse to Sell off - Goodrich Petroleum (GDP) and Petrohawk Energy (HK)

We’ve discussed recently the hot new place for natural gas is the potentially enormous Haynesville Shale [Jul 2: Petrohawk Energy and Chesapeake Energy Flying on Haynesville Shale News] I’ve been hoping one of the 2 names closely associated with this space, either Petrohawk Energy (HK) or Goodrich Petroleum (GDP) would sell down to their 50 day moving average now that natural gas has finally been hit. But no mas as the charts below show….
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:12

CNBC Bonus Bucks Trivia: In the article “Top Global Agriculture Picks” which companies did Victor Badin recommend?

In the article “Top Global Agriculture Picks” which companies did Victor Badin recommend?
In a time of rising food prices, investors should have agricultural stocks in their portfolios, Victor Badin, fund manager at Global Cap, said.
And China Farm Equipment, Bunge and …
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 11:05

Gaming Stocks

Vegas has been taking a hit from the slumping economy and the rising gas prices. Weekend gamblers that make the trip from LA are dropping off and vacationers are searching for less expensive alternatives. Airlines are cutting flights and gas prices are getting more expensive everyday. Here are a few stocks to follow if you are thinking about rolling the dice or want a good short…..
Original Source: marketanomalies.blogspot.com

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:54

Gamming Stocks

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:54

Mercadolibre (MELI) up 15% on Termination of CEO Stock Sale

What a day - rarely do you get four 15%+ movers. Mercadolibre (MELI) which has been hit with the ugly stick (I’ve stuck with it), is rallying from a very oversold level on news the CEO won’t be selling a 1.8 million load of stock. Analysts are happy. Myself, I am sort of getting tired of this stock since either they are doing a proposed share dilution and that kills the stock or their management gets greedy (like all good public companies) and showers the publi…
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9 Julio, 2008| Fundamental Analysis | Comments (0) @ 10:02

CNBC Bonus Bucks Trivia: In Suze Orman’s Web Extra video, “What to Do with Old 401(k)s,” she advises the caller to:

…
In Suze Orman’s Web Extra video, “What to Do with Old 401(k)s,” she advises the caller to:
In this web extra, Suze explains why an IRA rollover is the best place to put an old 401(k). This call is only available online.

Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 9:06

Bookkeeping: Closing Arch Coal (ACI)

We’re starting to get portfolio bloat with 60 long positions so I’m cutting the coal basket by 1 name - and Arch Coal (ACI) will be the one to go. I like *every* name in this space, but for now those who are identified more strongly with metallurgical coal are getting the attention, rightly so. The top 3 exporters of American metallurgical coal are Alpha Natural Resources (ANR), Massey Energy (MEE), and ironically C…
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 9:02

CNBC Bonus Bucks Trivia: CNBC Stock Blog: What factor(s) did HSBC’s Jim Steel recently cite as making precious metals “safe investments”?

CNBC Stock Blog: What factor(s) did HSBC’s Jim Steel recently cite as making precious metals “safe investments”?
“The persistently high price of oil, the weaker dollar and the resurfacing credit crisis are driving up the price of precious metals, making them safe investments,” said Jim Steel, chief commodities analyst for HSBC….
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:45

CNBC Bonus Bucks Trivia: On Tuesday, which strategist told “Market Insider” Patti Domm that stocks are actually bottoming?

…
On Tuesday, which strategist told “Market Insider” Patti Domm that stocks are actually bottoming?
Market strategist Byron Wien says the stock market is in the process of bottoming, and it will perform more strongly by year end.

Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 8:42

Bookkeeping: Reversing the Fertilizer Sales

Long time readers will know this is about the 678,211,121st (give or take) time I’ve cut back the fertilizer names as they break support at the 50 day moving average, only to reverse on me within days. [Jul 7: Cutting Some Fertilizer Exposure] I even wrote in that entryHistorically you want to buy them when they touch the 50 day moving average since they bounce, but with the market acting so poorly we could get some washout action….
Original Source:

9 Julio, 2008| Fundamental Analysis | Comments (0) @ 7:37

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