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What a day. I didn’t enjoy it when I glanced at my brokerage account to see a sea of red — with the exception of Fairfax Financial (FFH/NYSE). But I WOULD have voted “no” on the bailout if I was in the House of Representatives.It’s late and I’m dog-tired. So I’ll just make a few random thoughts:
Anyone who sold a stock or stock mutual fund today was a fool. This was either a panic or semi-panic and you don’t need to be in that crowd if you’re patient.
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Original Source: www.controlledgreed.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 20:58

SNL

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Original Source: marketanomalies.blogspot.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 20:47

Time to Take a Break, Selling My Blog

I’ve been writing about the stock market on my website/blog for about two years and I have decided that I need an extended break. This website has consumed a great deal of my free time and has also required a great amount of effort. I no longer have the same motivation that I once did […]…
Original Source: http://feeds.feedburner.com/IntelligentSpeculator

29 September, 2008| Fundamental Analysis | Comments (0) @ 19:08

Stock Market Crash & Great Depression Rule the Headlines As Fear Surges

What a day. I'd like to ramble and rant for 6 pages about the politics played during the formation and vote of the rescue plan but I won't waste my time or yours. The whole process.. the he said she said, the blame game and the ultimate failed result is a complete embarrassment .. […]
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Original Source: selfinvestors.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 18:21

Failed Vote: economic impact

Well, by voting against the 700 billion USD aide package, Congress managed to have an even bigger impact on the market! As Bespoke Investment Group noted:
“However, with a decline of 6% today, the S&P 1500 has now erased $746 billion in market cap alone. This doesn’t even take into account the lost GDP that is likely to result from the continued deep freeze in the credit markets. Once again, Congress has done more harm than good for the ‘good of the people.’ What’s worse – that Congress couldn’t put partisanship aside and come up with a solution, or that we put any faith in them in the first place? Nice job Washington.”…
Original Source: ei-forum.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 12:05

Go Figure

EDIT 4:30 PM: Ouch. How the heck could I be calling for all these bad things since day 1 in the blog, and the one day everyone else wakes up to it, have a 3% short exposure. The market is cruel (and unusual). Now we have to turn from 18 hours of CNBC coverage to 24 hours straight - and watch Asia implode overnight. Great. I’m still going to watch Prison Break and CNBC cannot stop me. O…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 10:47

Bookkeeping: Buying more James River Coal (JRCC) and Mosaic (MOS)

Apparently we are going to return to the stone ages… or at least pre 1840s (or whenever coal became “cool”)Or more realistically hedge funds across America are blowing up and blowing out stock at any price. Mosaic has now given back a year of gains. At some point these fertilizer companies are going to take themselves private and/or a Rio Tinto or Vale would be smart to pick them up.We continue to layer in - I can’t believe 1 week ago I closed 2 coal positions and sold out 99% of JRCC at $36. How quickly things change. Again JRCC is not our favorite but we decided to simply consolidate the “coal” position into 1 stock…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 9:51

Probably not the end of the world

Don’t call it a bailout - MarketWatch.
I sit here this morning watching the stock markets continue to fall on fears about the financial system. I have been wondering why the problems in the financials have spread so strongly to other sectors where many companies are in good financial shape and continue to grow their businesses. The article linked above by MarketWatch economist Irwin Kellner gives good evidence why the current problems are not a crisis, we are not in a recession and that the bailout is just a cash infusion for the economy to help it get over a rough patch. At this current point in time the over 4…
Original Source: timplaehn.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 9:24

Bookkeeping: Can’t Afford to get "Wachovia’d" - Cutting some Regions Financial (RF)

Well, the FDIC showed confidence in Regions Financial (RF) but the market is in panic mode for many mid and small sized banks. Only the largest appear to be good enough for the socialistic government to protect so without the umbrella of the government protection it appears its sell, sell, sell.To whit…Capital Corp (CCOW) -65%Sovereign Bancorp (SOV) -47%National City (NCC) -47% (we said this one should of been folded this weekend by the FDIC last Friday)F…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 9:20

A Reminder On What Created This Mess

Many critique Wall Street on this mess. Well, folks, yes Wall Street bears some blame, but let me remind you the reader on what was a prime motivator. Read the blog, I really want you to. This blog entry was written in February 2007, just months before this mess was about to start.
Same payment with […]

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Original Source: http://feeds.feedburner.com/InvestorGeeks

29 September, 2008| Fundamental Analysis | Comments (0) @ 9:15

Interested in Joy Global (JOYG) Under $42 But…

I am interested in Joy Global (JOYG) here as it breaches below $42, which is now lower than it was before it announced its massive share buyback program. [Sep 11: Joy Global to Buyback 1/5th of Shares this Year; 2/5ths by 2011]. However, the problem with a lack of credit is just about all major sales purchases of any major product, the world over, is based on financing. Without financing, we have no global economy. We have no big ticket purchases such as h…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 8:57

Barron’s: The Pain of Deleveraging

I saw this link to a very good Barron’s story over at Marketfolly blog and wanted to bring it over here. The gentleman being interviewed pretty much word for word agrees with much of what we’ve been bringing forth. Now, I cannot be in B…
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 8:36

About that Bailout Rally….

not so much on the bailout rally…Regionals Financial (RF) is being killed - why not. Danger is now any medium sized bank they can panic sell and it can be down 40% as people avoid risk in all banks not named JPMorgan, Bank of American or ….Wells Fargo (WFC) - which on the other hand is up 2% - the stock that can’t be brought down. Not a good situation. I am still boggled where Citigroup (C) is getting the money to take $42 Billion worth of writeoffs when their balance sheet is mangled. Something just doesn’t smell right in that situation….
Original Source: http://feeds.feedburner.com/FundMyMutualFund

29 September, 2008| Fundamental Analysis | Comments (0) @ 7:53

The Mattress Fund

A bit of humor:

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Original Source: ei-forum.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 7:47

Total Capacity Utilization

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Original Source: http://feeds.feedburner.com/StockMarketBeat

29 September, 2008| Fundamental Analysis | Comments (0) @ 6:53

Government Bailouts

We’ve got a feeling that this is how a lot of people are seeing the current proceedings:

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Original Source: ei-forum.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 5:29

108th Edition of the Festival of Stocks

Welcome to the September 29, 2008 edition of …
Original Source: www.fatpitchfinancials.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 5:25

Nothing to Fear but Irresponsible Words

This great Nation will endure as it has endured, will revive and will prosper. So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself—nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance.—FDR Inaugural AddressWe shall fight on the beaches, we shall fight on the landing grounds, we shall fight in the fields and in the streets, we shall fight in the hills; we shall never surrender……
Original Source: jeffmatthewsisnotmakingthisup.blogspot.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 4:44

Finding More Money To Invest

Over the past while, we have discussed how to use the concept of financial leverage to enhance investment returns and how to automatically save more money.
While it may seem risky to use leverage for investing, it really is the only way to exponentially grow your wealth. On the other hand, leverage is also a way to to lose wealth very quickly in a down market (see those with multiple mortgages in Las Vegas, Miami, and Phoenix).
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Original Source: dividendmoney.com

29 September, 2008| Fundamental Analysis | Comments (0) @ 4:00

Stock Analysis: V.F. Corp. (VFC)

This article originally appeared on The DIV-Net September 22, 2008. Linked here is a PDF copy of my detailed analysis of V…
Original Source: http://feeds.feedburner.com/Dividends4life

29 September, 2008| Fundamental Analysis | Comments (0) @ 3:30

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