Strategies – Page 192 – Smarter Investing

We are now entering earnings season and it will be interesting to see the numbers and commentary from company leaders.

Look to earnings season for economic clues

Sometimes making the trade is better than holding through the ex-date, and sometimes it isn't.

The whole effort is a transparent attempt by Brin and Page to maintain their voting control over the company.

Deere is trading at close to ten times estimated 2012 earnings which is a modest multiple vs. that of the S&P.

It would be odd for a bull market to end just as the economy is getting some wind at its back.

This time of year always seems to be finicky in the markets so it is important to rely on the fundamentals and your thesis.

Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks.

We are favoring strong names with solid cash flows; we want “staying power.”

Essentially biotech investors assume the role of venture capitalist by funding drug companies with high failure risk.

The Bakken has created a craze likened to the gold rush of the mid-1800’s.

I plan to do less tweaking and stick with what worked in 2011.

Is this an opportunity to buy all of those great stocks that “got away from you” in the first quarter run-up, or a portent of nasty things to come?