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Portfolio 1 9.1%
Portfolio 2 (4.5%)
Portfolio 3 (7.8%)
Wilshire 5000 (4.9%)
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Archive for August, 2009

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Five Stocks Analysts Ignore

Tuesday, August 25th, 2009

A recent article suggested that 75% of small cap stocks have less than three analysts covering the companies and almost 50% have none. It seems crazy that so much money would flow to these companies despite a total lack of exposure but in many cases, that’s exactly what happens. Wall Street follows the big boys exclusively and […]

Is Brunswick On The Road To Recovery?

Tuesday, August 25th, 2009

Recreational products icon Brunswick is on a bit of a roll in 2009. Its stock closed Friday up 16.3% for the day and 127.8% year-to-date. Is it time to celebrate Brunswick’s near-death experience and subsequent rebirth or are these recent events eerily similar to the American economy and simply the mid-point in a double-dip recession? […]

Four Stocks To Quench Your Thirst

Friday, August 21st, 2009

Below are four stocks from four different market caps. Two or three years from now, I’m confident most will be firmly in the black. These four stock picks include a beverage maker, cinema chain, financial planner and computer company. Let’s take a look.

Micro Cap - Starting Off Small
In the 1980s, Cray (Nasdaq:CRAY) supercomputers seemed […]

Jeff Vinik Goes Shopping

Thursday, August 20th, 2009

For those of you who follow mutual funds you’ll likely recognize the name Jeff Vinik. He was the manager of the Fidelity Magellan fund (it made Peter Lynch a household name) in the early- and mid-’90s. Stepping aside after severe investor criticism, Vinik opened a hedge fund in 1996 that went on to achieve average […]

A Quest For Software Profits

Thursday, August 20th, 2009

When looking through the earnings results from August 10-14, there was one upside surprise that caught my attention: Quest Software (Nasdaq:QSFT), a provider of products that help large organizations manage their software applications more efficiently. Not being a technology guru, all I can assume is that this involves keeping IT departments happy. On this front, […]

Check Out The “Healthy Portfolio”

Wednesday, August 19th, 2009

America is currently undergoing a massive debate about its healthcare system. Although this is definitely a serious issue, I’m finding it a little too serious and I need to have some fun. Thinking of the possibilities, I believe the best thing to do is to cobble together a “Healthy Portfolio.” This won’t necessarily be a group […]

AboveNet Building Bandwidth And Profits

Friday, August 14th, 2009

Do the names John Kluge or Metromedia Fiber Network Inc. ring any bells? Unless you are knee-deep in the telecom industry, probably not. John Kluge is America’s 32nd richest man, worth approximately $9 billion. He made his first real fortune in the mid-1980s when he sold his Metromedia network of independent television stations to Rupert […]

Drug Store Shopping

Thursday, August 13th, 2009

America’s addiction to prescription drugs directly benefits pharmaceutical companies. But it also benefits the pharmacies, drug stores and even superstores like Walmart (NYSE:WMT) and Target (NYSE:TGT) who fill those prescriptions. Here are some of America’s biggest drug store chains and the part prescription drugs play in their growth. At the end, we’ll look at some […]

Companies Making Money With Declining Sales

Thursday, August 13th, 2009

It has been criticized, by both staff and consumers, that coffee giant Starbucks (Nasdaq:SBUX) has evolved its public images to “make money at all costs,” which includes cutting expenses to the bone. In essence, it’s lost its soul. Sure, sales may be declining, but many companies have been on a downward slide for a long time, and still […]

4 Stocks For The Long Haul

Wednesday, August 12th, 2009

Last week, I wrote Buy And Hold: It’s Alive! an article that makes the assumption - using my own personal stock picks from 2002 - that the traditional investment strategy of buying stocks for the long term actually works. Read on for what I feel are strong micro cap, small cap, mid cap and large cap picks going forward. (Read Buy […]

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