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So insiders are selling, should you?
2009-08-14 12:00:00 Insider trading is one of those stats that I take a peak at but rarely act on. What is it? Basically, executives of public companies usually must disclose their holdings and transactions of their own stock. Many analysts look at these informations and pay great attention to them. The logic being of course that if ... More About: Commentary , Selling , Insiders
Why viral buzz is priceless?
2009-08-12 13:00:00 When advertising a product, especially an online one, advertising or marketing it usually goes one of two ways; paid or viral. Paid advertising, the more known method, is the one Microsoft is currently using to promote Bing, paying millions of dollars to have advertisements in magazines, on tv, on websites, paying other websites to use ... More About: Commentary , Viral , Buzz , Priceless
Future of the Kindle
2009-08-09 12:00:00 Amazon has a lot of momentum these days and thus commands a very high P/E valuation. To be certain, Amazon’s retail store remains its core and will be so for the foreseeable future. The recent acquisition of online shoe retailer Zappos certainly fits in that model. But Amazon is increasingly counting on growth coming from ... More About: Future , Kindle
Long Ebay/Short Knot
2009-02-25 11:00:00 The current economic conditions continue to provide many opportunities in terms of mispriced stocks in my opinion and I’m now ready to enter into a new trade with two securities I’ve traded in the past although not through the current pair. I’m firstly going Long Ebay simply on terms of valuation. Honestly, seeing Ebay trade ... More About: Short , Knot
When investing becomes a big giant gamble
2009-02-23 11:00:00 I wrote last week about how playing Bank of America was almost like going to the casino and indeed this week that is pretty much what it turned into with giant swings. Just today, Bank of America was down 30% at one point and finished the day about 2,5% down. The current environment has been truly ... More About: Commentary , Investing , Gamble , Giant
Investment Talking
2009-02-21 14:39:00 Every Saturday, The Intelligent Speculator does a review of good read around the blogosphere. Here?s what caught my attention this week: Canadian Capitalist makes a review of CIBC Index Mutual Funds. The Dividend Guy Blog shows how to use Stock Screens and talks about his own criterions. Zach is talking about Obama?s plan for homeowner affordability ... More About: Investment , Talking
IACI actually makes a good move
2009-02-20 11:00:00 IAC Interactive, a company I shorted with success (vs Google) on a January 23rd trade is involved in several internet businesses that are seeing a major slowdown, especially in the finance sector but also in dating and its main property is Match.com, one of the main internet dating properties. The problem of course is not ... More About: Move , Good
Closing PCLN vs AMZN
2009-02-20 03:10:00 Quick note to let you know that I will be closing off the Feb 2nd trade of LONG PCLN vs SHORT AMZN tomorrow. Amazon did not go down as expected but great results by Priceline were enough to insure a 21% return. Will confirm the exact profit tomorrow when market opens..!
PCLN & NILE announce results
2009-02-19 00:06:00 Just a quick note to let you know that the trade I had reported to be struggling a bit on last time seems to have taken a major positive step today as PCLN announced impressive results with 21% of increase in revenues. Because of these results, PCLN is up over 10% after hours which will ... More About: Results , Nile
Long GOOG/Short VCLK
2009-02-18 11:00:00 The current economic context is certainly giving nice opportunities in the long/short market. I?ve been looking at trading Valueclick(VCLK) and was initially going to short the stock. I?m glad I waited a little because the earnings came in over estimates resulting in a 10% increase overnight. But I still believe the fundamentals of the company ... More About: Long , Short
US..think your economy is sick? Look at Japan to see how bad it could be
2009-02-16 11:00:00 Since the start of the crisis over a year ago, much has been said about the similarities and differences between the current slowdown and the “lost decade” of Japan , a slowdown that affected the world #2 economy for well over a decade and which it has yet to recover from. There are many differences of ... More About: Economy , Commentary , Sick
Investment Talking
2009-02-14 12:37:00 Every Saturday, The Intelligent Speculator does a review of good read around the blogosphere. Here?s what caught my attention this week: Zach is talking about Visa that beats expectations. Read the complete idiot?s guide to investing at Wild Investor. The Digerati Life makes an analysis of Zecco and Tradeking. While Four Pillars is talking about ... More About: Investment , Talking
Compliance. Compliance. Compliance.
2009-02-13 11:00:00 In recent years, the financial sector has undergone a significant ethical revolution that has transformed the industry. Measures promoting market integrity and respect for ethical principles are repeatedly mentioned in the media, with a particular emphasis on the fight against money laundering and terrorist financing. This growing movement has highlighted the important for effective internal ... More About: Commentary , Compliance
Google?s new battleground
2009-01-19 11:00:00 While this article will not result in a buy or sell recommendation, it is geared to answer some of the questions that I so often receive, mainly about Google ’s growth prospects. If Google is already so dominant in search advertisement, how can it continue to increase its revenues and profits. Of course, this is no ... More About: Commentary
Investment Talking
2009-01-17 13:00:00 Every Saturday, The Intelligent Speculator does a review of good read around the blogosphere. Here?s what caught my attention this week: Dogs of the Dow at Blueprint for Financial Prosperity. This is an interesting investment strategy based on stocks from the Dow Jones. Stock Analysis: PepsiCo, Inc. (PEP) at Dividends4Life Alternative investing - Looking for Climax ... More About: Investment , Talking
So were hedge funds that bad in 2008?
2009-01-16 11:00:00 Today, we finally received the final numbers, the returns for the most known hedge fund index, the Credit Suisse/Tremont index that tracks over 5000 index funds. And the December returns came in basically flat as the index returned -0,03% which brings us to a total of -19,07% for the 2008 calendar year. Bad or not? First ... More About: Commentary , Hedge , Funds
The Prime broker business model
2009-01-14 11:00:00 The past few months have brought a lot of light into what the financials are all about, how much risk they had on their books and some of the downside they had. A lot of these new informations brought out some questions and many had to do with the prime brokerage business. In theory, it is ... More About: Business , Commentary , Model , Broker , Prime
The flip side to leveraged ETF?s
2009-01-12 11:00:00 In last week’s column about leveraged ETF’s, I talked about the risk involved in using leveraged ETF’s when investing, especially when doing long term investments. However, there is no doubt that these products provide active investors with incredible opportunities because of their incredibly volatility. Below are two charts of the biggest movers since the markets ... More About: Side , Flip
Closing PCLN vs NILE
2009-01-11 22:41:00 Quick note to let you know that I would now close out my recommendation from December 17th on going long Priceline (PCLN) vs short Blue Nile (NILE). It was intended to be a longer term play but with a return over 30%, I think it’s not the time to get too greedy on this one… ...
Investment Talking
2009-01-10 13:00:00 Every Saturday, The Intelligent Speculator does a review of good read around the blogosphere. Here?s what caught my attention this week: Sun?s Financial Diary is discussing if you buy stocks or mutual funds when you only have a small amount to invest. Zack is giving his thoughts on LDK Solar. Find out why PF Blog sold all ... More About: Investment , Talking
Knot vs IDC
2009-01-09 11:00:00 The current environment is a very challenging one for all media companies because as major ad buyers cut back their expenses, advertising is one of the most important cuts. I thought it would be interesting to take a closer look at two media companies. They are both very different in the fact that one is ... More About: Knot
Gazprom (GAZP:RX)? willing investors?
2009-01-07 11:00:00 Gazprom, ever heard of it? It is the largest Russian company, the most important natural gas exporter in the world. You probably have not heard much about its stock simply because it is not listed on US markets. But still, at one point last year, Gazprom was the third largest company in the world (measured ... More About: Gazprom , Investors
Quick note on last trades
2009-01-07 01:19:00 Good evening to all of you. I am writing a quick note to let you know that I now take back half of the trade I had suggested December 17th (see here). In that trade, I had suggested going long Priceline (PCLN) vs short Blue Nile (NILE). I had done so on a medium to ... More About: Note , Quick
The Current Stock Market: Volatile and Directionless
2008-09-09 05:17:00 A few months ago I wrote the market was brutal and I think the current market has only gotten worse. There is still extreme volatility in the market and I don?t think anyone has a clue where the overall market is headed over the next six months to a year. I know I don?t. There are ... More About: Stock Market , Market , Current , Stock
?Financial Blogs? on Yahoo and Google
2008-09-02 23:51:00 I use Yahoo Finance a lot and I like the website but I am disappointed in Yahoo?s ?Financial Blogs ? category. You will see this category on the left sidebar when you get a quote for a stock. The problem with Yahoo?s ?Financial Blogs? category is that it doesn?t contain any legitimate financial blogs. The few websites ... More About: Google , Yahoo!
Madcatz (MCZ) Q1 09 Results
2008-08-29 02:00:00 MCZ - Madcatz Interactive (AMEX) - (Closing Price $0.76) Madcatz reported its fiscal 2009 first quarter results on August 19 and reported decent numbers. The company came in with revenue of 23.23 million and diluted earnings per share of -0.01. Revenue improved 6.2% sequentially and 59% year over year. However, without the revenue from the Saitek acquisition (7.5 ... More About: Results
Top Stock Pick for 2008 - Beacon Power
2008-08-26 05:59:00 BCON - Beacon Power Corporation (NASDAQ) - (Closing Price - $1.30) Beacon Power is my top stock pick for 2008 . Beacon Power is one the verge of commercializing its ?flywheel? technology and the company has a ton of positive catalysts going forward. I think this stock could very easily be a multibagger. Beacon Power?s flywheel energy storage system ... More About: Stock , Pick
Check out Redbox
2008-08-24 03:16:00 One of the investment strategies Peter Lynch touches on in his book One Up on Wall Street is to invest in companies that that you see every day. For instance, if you notice a new restaurant or retail store is performing really well you should check out the company?s stock (assuming it?s a publicly traded ... More About: Check , Redbox
Value and Arbitrage in Time Share Stocks
2008-08-21 06:50:00 One of the first stocks I recommended on my website was Silverleaf Resorts (SVLF). The stock was trading at low PE ratio and was also trading below book value. I recommended selling too early but my recommendation still resulted in a gain of 18% in five months. I have continued to follow Silverleaf Resorts and ... More About: Stocks , Time , Share , Arbitrage
More Posts and Oil/Airline Trade
More articles from this author:2008-08-19 03:58:00 For those of you who have been following my website/blog for a while I just want to comment on my lack of posting for the last couple of months. I have been very busy for the last couple of months but I now plan to post at least every other day (maybe more) for the ... More About: Commentary , Trade , Posts , Airline 1, 2, 3, 4, 5 |
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