Intelligent SpeculatorIntelligent SpeculatorFree stock picks and stock market commentary. 
Articles
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
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
China Automotive Systems Q2 08 Results
2008-08-17 22:04:00 CAAS - China Automotive Systems (NASDAQ) - (Closing Price on Friday 8/15/08 - $6.03) China Automotive Systems announced second quarter results on August 12 and reported sound results. The company came in with revenue of 46.51 million and diluted EPS of 0.18. Revenue improved 28% year over year and 12% sequentially. Diluted EPS improved 80% year over ... More About: Results
Great Calls on Oil
2008-08-17 00:02:00 I have written quite a few articles about the speculation in oil over the last few months and I want to revisit some of those articles because I have been proven correct. First, there can no longer be a debate about whether the excessive rise in oil futures was due to speculation or supply and demand ... More About: Great , Calls
AgFeed Releases Q2 Results
2008-08-11 22:27:00 FEED - AgFeed Industries (NASDAQ) - (Closing Price - $12.77) AgFeed Industries reported second quarter results today and reported excellent numbers. The company also raised its already impressive full year guidance. AgFeed reported revenue of 35.6 million and diluted EPS (earnings per share) of 0.12. Revenue improved by over 400% YOY (year over year) and 193% sequentially. ... More About: Results
8×8 Q1 09 Results
2008-08-10 23:45:00 EGHT - 8×8 Inc. (NASDAQ) - (Closing Price on Friday 8/8/08 - $1.09) 8×8 reported first quarter results for 2009 on July 31 and reported moderate results. 8×8 came in with revenue of 16.28 million and diluted EPS (earnings per share) of 0.02. Revenue was up 10% year over year but was essentially flat from the prior ... More About: Results
SILC Q2 08 Results
2008-08-07 05:53:00 SILC - Silicom Limited (NASDAQ) - (Closing Price - $5.82) Silicom Limited reported Q2 results on July 28 and reported very disappointing results. The company reported revenue of 5.17 million and diluted EPS of 0.05. Revenue was down 22% year over year and down 33% from the prior quarter. EPS was also down substantially from 0.25 last ... More About: Results
SWIR Q2 08 Results
2008-07-30 05:32:00 SWIR- Sierra Wireless (NASDAQ) - (Closing Price - $12.48) Sierra Wireless reported second quarter results on July 23 and reported another good quarter. However, the company issued guidance below expectations and the stock price took quite a hit. Sierra Wireless reported revenue of 156 million and diluted EPS of 0.35. Revenue and EPS both improved substantially year ... More About: Results
Akeena Solar: Worst Solar Stock
2008-07-23 04:41:00 AKNS - Akeen Solar (NASDAQ) - (Closing Price - $5.03) I?ve looked into the financials of several solar companies and Akeena Solar is by far the worst solar company I?ve checked out based on fundamentals. Akeena Solar is a good example of what not to look for in a stock. For the last five quarters the net ... More About: Stock
No Sympathy For Financial Companies
2008-07-20 21:05:00 There have been a lot of dramatic steps taken by the Fed and the SEC to prevent the deserved collapse of some banks. While I understand that they don?t want to see a run on the banking sector I don?t think that would be the case if the market were left to sort things out ... More About: Companies , Financial
DTLK Q2 08 Results
2008-07-17 04:44:00 DTLK - Datalink (NASDAQ) - (Closing Price - $4.95) Datalink reported solid Q2 results today and the company guided for another good quarter in Q3. In Q2 Datalink reported revenue of 49.71 million and EPS of 0.08. Revenue improved 4% sequentially and 23% year over year. EPS increased by 0.04 sequentially and by 0.11 year over year. For ... More About: Results
Free Stock Picks - July Report Continued
More articles from this author:2008-07-09 06:04:00 FEED ? AgFeed (NASDAQ) AgFeed is down quite a bit from my initial recommendation but I think this has more to do with the weakness in Chinese stocks and the stock market in general than it does with AgFeed. Unfortunately, the behavior of most individual Chinese stocks is heavily tied to how Chinese stocks as a ... More About: Stock Picks , Free , Report , Stock , July 1, 2, 3, 4, 5 |
|
 |
|
 |
