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We think the low is in and it’s time to buy

Value is somewhat better than growth at this time - yet both are good.

Strategies

We think the low is in and it’s time to …

by Gary Harloff
Published November 13, 2011
Why I bought Genesco

The retailer has been growing both earnings and revenue nicely, exceeding analysts' expectations as well as raising guidance.

Strategies

Why I bought Genesco

by Robert Freedland
Published November 11, 2011
Maintaining stability in my Dividends and Yield portfolio

It appears to me that the market established its bottom in September 2011.

Strategies

Maintaining stability in my Dividends and Yield portfolio

by Andrew Fletcher
Published November 11, 2011
The advantage of uncorrelated assets

Tom Yorke's radio appearance, where he discusses some of the major themes in his three Covestor models.

Archive

The advantage of uncorrelated assets

by Tom Yorke
Published November 10, 2011
How I read a 10-K: The case of LoJack

In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.

Strategies

How I read a 10-K: The case of LoJack

by Joseph Agresti
Published November 10, 2011
Wal-Mart: Dead stock walking?

In investing, the counterpart of the gravity theory in physics is the law of mean reversion.

Strategies

Wal-Mart: Dead stock walking?

by Rocco Huang
Published November 10, 2011
Positioned aggressively on earnings surprises – and it’s working

For now, we are in the acceleration stage of the corporate growth cycle.

Strategies

Positioned aggressively on earnings surprises – and it’s working

by Robert Gay
Published November 10, 2011
Recession? More Likely Than Not

Wall Street economists like to use the term “on the other hand” when forecasting the economy just in case they are proven wrong later. It's a good career strategy.

Strategies

Recession? More Likely Than Not

by Rocco Huang
Published November 10, 2011
Bracing for high inflation with gold, silver and commodities

In this radio interview, Gerry Sparrow describes why he's bearish on fixed income securities at this stage, preferring precious metals and commodities.

Archive

Bracing for high inflation with gold, silver and commodities

by Gerry Sparrow
Published November 9, 2011
Why I use oil ETF USL and not USO

USL has superior cost, performance, and correlation characteristics than its more popular counterpart.

Strategies

Why I use oil ETF USL and not USO

by CJ Brott
Published November 9, 2011
Lessons from the MF Global collapse

A trade gone wrong, thanks to the market's current orientation to European debt.

Strategies

Lessons from the MF Global collapse

by Mark Holder
Published November 9, 2011
What we can learn from what Big Money thinks

While institutional managers are often sharper than the average investor, they can be every bit as prone to herding behavior.

Strategies

What we can learn from what Big Money thinks

by Charles Sizemore
Published November 8, 2011

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