Here’s the deal with punditry, once you have “one of those names”, it no longer matters whether or not you’re ever right – you continue to get headlines and booked on shows simply because you’re “a name”.
Vitaliy Katsenelson on Where He's Finding Value
This week my friend Charles Kirk conducted a wide-ranging interview with value investor Vitaliy Katsenelson (ContrarianEdge)
Uncle Cisco, How Big is the Internet?
I love how Cisco ($CSCO) has reached this almost grandfatherly plateau of being too old to grow but just the right age to gather all us young’uns round the fire for storytime and perspective on the world wide web. Anyway, 7 or 8 of the 5000 employees they’re about to lay off came up with…
EMC is up 52% over the last year while almost no one is paying attention.
Brace for Econ Data Impact
Lots of important numbers coming out today…
A Target-Rich Environment
With many solid companies trading at depressed multiples, we’re still in a very target-rich environment.
Quick Comment on the Barron's Big Money Poll
The big money managers are bullish in this weekend’s Barron’s.
Big Cap Tech Apparently Unfazed by Sovereign Debt Fears
Tech stocks represented today and for most of the week.