stocks listed on US exchanges are just like a rat crossing the street in the old Chinese saying, and the sentiment, valuation, and lack of financial clarity
Mick Weinstein
380 posts
From David Brooks’ latest New York Times column: The psychologist Michael Morris points out that when the stock market is going up, we tend to use agent metaphors, implying the market is a living thing with clear intentions. We say the market climbs or soars or fights its way upward. […]
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none We watched an interesting interview on Bloomberg over the weekend with Howard Schultz, the CEO of Starbucks (Nasdaq: SBUX). The interviewer asked him how the company was coping with the higher costs of coffee and the other products it uses. […]
Katie Rosman wrote a great, candid piece for the WSJ yesterday, confessing her love of overpriced Starbucks cappuccinos and her husband’s protests of same: The problem… is that cappuccino is not a line item in our family budget. We don’t make room for such things when deciding how to spread […]
April 11, 2011 A terrific post on Quora by Josh Hannah on how eBay’s (Nasdaq: EBAY) Kijiji and other startups are disrupting the disruptor Craiglist – which almost singlehandedly did in U.S. newspapers’ formerly lucrative classifieds business: Why hasn’t another product disrupted and replaced Craigslist? Craiglist has been disrupted, it’s […]
Author: Chris Dixon It is widely believed that Facebook presents a significant competitive threat to Google (Nasdaq: GOOG). Google itself seems to believe this – Larry Page recently said that all employees would have their bonuses tied to the success of Google’s social strategy. Why does Facebook present a threat […]
EPIC Advisors’ Sean Hannon bought stock of Sirius XM Radio (Nasdaq: SIRI) for his Bottom-Up Analysis portfolio on Thursday 4/7, a new position. This Covestor model focuses on around one hundred and fifty stocks, where the manager looks deep into their financial statements and restates what these might look like […]
By Frank Voisin 4/8/11 BTC Impex, based in Kyiv, Ukraine, is run by Volodymyr Khmurych, a CFA Charterholder and member of the CFA Ukraine Society. Volodymyr takes a generalist approach with no focus on certain industries and sectors with specialization in value stocks. Top down analysis of industries followed by […]
TechRice has an informative update on Sina (Nasdaq: SINA), Tencent and Sohu (Nasdaq: SOHU) and the race to capture the social networking sector in China’s massive internet user base: Sina Weibo launched two new domain names (URL) weibo.com and weibo.cn (Open API Platform & WAP address), which should help Sina dominate […]
Buffett rightly noted, his “contributions have been extraordinary.” Second, we think much of the widespread criticism directed at Sokol regarding his stock
Author: Jerry Gehman Covestor model: Undervalued Growth Companies Disclosure: Long FNSR The stocks in my portfolio got hammered in March, but I believe current prices provide an excellent buying opportunity. Some issues that caused these declines are: (1) Small cap stocks were over-valued because of early 2011 price increases. (2) […]
Matthew Yglesias (at right), Fellow at the Center for American Progress Action Fund, is frustrated, and for good reason. Yglesias was considering investing some of his 401(k) for retirement in John Hancock’s International Value Fund, a mutual fund available within his employer’s plan. Of course, one of the things Yglesias […]