Back Up The Truck Baby! I’m Buying Gold! I’ve been writing an article on gold over on Wealth.net which I wish I posted before today’s session, (which could be a key reversal day). In any case, since the gold crash back in April I am in agreement with the (microscopic minority) who think that we are nearing the end of a cyclical gold
WebValueInvestor.com - Monday, May 20, 2013 - 21:58
Shorting the market today. Right off the top I should caution you all “don’t try this at home”, because I almost always lose money when I trade the short side of the market or an individual equity. That said, after my post earlier this week about taking some profits off the table in the face of what seems to
WebValueInvestor.com - Friday, February 1, 2013 - 15:29
Lightening up positions and taking profits In the face of soaring complacency and optimism I am lightening up some equity positions and taking profits. To the left we see the VIX at near lowest levels since just prior to the onset of the GFC. With markets challenging their all-time highs, I would feel more comfortable with an ascending VIX, not
WebValueInvestor.com - Tuesday, January 29, 2013 - 21:22
The Era of AAPL is Over I got a few comments from my “Tech Pair Trade of the Century” post awhile back along the lines of “Short AAPL? Good luck!” and “Long RIM? Good luck!”. So it was with interest I noted this week (13F week, when all the “big boys” file their 13-F’s with the SEC) that two very large
WebValueInvestor.com - Thursday, November 15, 2012 - 13:45
One of my Secret Weapons of Investing is Open for less than 3 hours On Monday Wallstreetwindow’s Mike Swanson sent me an email to tell me that he was going to open his Power Investor Inner Circle to new subscribers until midnight on Thursday night. I completely forgot to mention this at the time! I have been a subscriber to Mike’s list since 2005. Believe me, I have tried
WebValueInvestor.com - Thursday, October 18, 2012 - 21:55
Dem SuperPAC snags BinderFullOfWomen.com When I heard about the Mitt Romney debate gaffe on “binders full of women” immediately going viral (I didn’t watch the debate as the electoral process makes me near suicidal) I just knew that some quick thinking person was going to snag it instantly. That enterprising party was The American Bridge PAC who promptly ...
WebValueInvestor.com - Wednesday, October 17, 2012 - 11:21
RIM Beats Expectations, Shorts Chrushed, Sentiment Still Dismal Briefly, RIMM blew out expectations today with 2.9B in revenues and an adjusted net loss narrowed to .27/share. Expectations were for .47/share loss on 2.45B in revenues. Blackberry sales were stronger than expected and the company added 100M in net cash. The shorts are getting crushed with the stock up as much as 20% in
WebValueInvestor.com - Thursday, September 27, 2012 - 17:44
Zillow: The next great Web 2.0 short sale? I just received a short report from Citron Research (another financially uber-astute easyDNS client ) which outlines a scathing short thesis for Web 2.0 real estate darling Zillow (Nasdaq: Z). After successfully predicting short side windfalls for Zynga, Groupon and yes, even Facebook but never getting around to actually shorting any...
WebValueInvestor.com - Tuesday, September 25, 2012 - 11:1
Short Apple & Long RIM: The Tech Pair Trade of the Decade So far the only comment on my post about going long RIM is “good luck with that”. So far so good there. My pet quip about value investing is that your investing thesis looks good if it passes what I call the “double idiot test”. That is, you get called an idiot for buying, and
WebValueInvestor.com - Wednesday, September 19, 2012 - 10:29
I am now long RIM Actually I’ve been long Research In Motion for a few weeks now, I started writing this post at the time but forgot to publish it until tonight when somebody commented on my earlier “Ultimate Buy Signal for RIM?” post. Since that post I have been happy to see that there is still no mainstream optimism
WebValueInvestor.com - Tuesday, September 18, 2012 - 21:57
Breaking News: .pro domain spotted in the wild I think I would have an easier time believing it if I had just seen a UFO or sasquatch, but today I actually saw a real live .PRO domain in the real world. It was weird, you know that feeling you get when your eyes are plainly relaying information to your brain but your mind
WebValueInvestor.com - Sunday, July 29, 2012 - 0:12
Ultimate Buy Signal for RIM? I have long since thought that RIM was going through an unprecedented bout of negativity which has had it on my “watch list” for months. Contrarians love this type of stock, John Templeton always tried to “buy at the point of maximum pessimism” (there is a good book by that title, and you may also
WebValueInvestor.com - Friday, July 27, 2012 - 13:40
