GM and the Japan earthquake disaster present a compelling opportunity

GM reawakened from the dead and bankrupt went public again at the end of 2010.  It was a heavily subscribed gigantic IPO and the stock did well peaking at around $39 during the first of the year…


Our 10 largest positions in order of size- subject to change

1. Tap  Molson Coors 2. NLC  Nalco Holding 3. AXP   American Express 4.  AAPL  Apple 5.  AMSC  American Supercondcutor 6.  OSTK   Overstock 7.  Cullen Frost  CFR 8.  BAC  Bank of America 9.  PG…


We continue to find new opportunities but insiders are retreating

This is a very interesting chart that graphically shows the amount of insider selling versus the S&P 500.  Note the buying climax coincided perfectly with the March 2009 lows in the market.…


MBI- I'm very curious about this one- Earnings tomorrow

CEO Brown bought 100,000 shares of this mortage insurer in Nov 2010 at 10.  The media has had lots of play about mortage irregularities and the potential of claims MBI and others might have against…


50% in cash now and waiting

The last couple of days for us have been very frustating.  We were perfectly positioned going into the President's Day weekend and suffered almost no losses on Tuesday.  I wish we could say we have…


Oil, Gold, and Market Correction- Should be no surprise to our readers

If you will search on our posts, you will see we suggested buying the USO (that's the most popular ETF tracking crude oil), several of the largest gold miners, and lastly we have repeatedly warned of…


Akamai, this time might be different

We have traded out of most of AKAM with profits, keeping a small tail in the Mar 42 options.  Normally CEO Sagan has been a size  buyer when the stock got whacked. This time he's actually selling


NLC shows a good setup at 27

Remember the company that supplied all the dispersant from the Gulf oil spill.  Well Nalco, NLC is an interesting company that has been on a bull run.  It pulled back after this quarter's earnings.…


If you had any doubts how actionable and good these ideas are, look at our last post on Dell and Visa

We don’t like people gloating but we do like to help people make money.  We wrote about both Dell and Visa as our largest year end positions.  Both have done very well for our investors.  We are…