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Investorpoet

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  • Grain of Sand Portfolio: Investing Within Your Sphere of Competence
    on Jun. 22, 2010 CTRP, BIDU, GWR 1 Comment
  • Like Diana Shipping, Paragon Shows Great Potential to Benefit From Recovery
    on Mar. 31, 2010 DSX, PRGN 3 Comments
  • 8 Core Portfolio Stocks
    on Mar. 29, 2010 ADP, PG, PEP 34 Comments
  • Hey Apple, How About a Dividend?
    on Mar. 15, 2010 AAPL, INTC, MSFT 18 Comments
  • A Little Speculating With Sharps Compliance
    on Feb. 25, 2010 SMED 2 Comments
  • Diana Shipping: Numbers Look Compelling
    on Feb. 24, 2010 DSX 17 Comments
  • Dawson Adds Crews and Upside
    on Feb. 23, 2010 DWSN 1 Comment
  • Tipping Point: Netflix Continues to Deliver
    on Jan. 29, 2010 NFLX 2 Comments
  • Why Markel Shares Have So Much Upside
    on Jan. 29, 2010 MKL Comment!
  • Despite All the Hype, Apple Still Looks Like an Attractive Investment
    on Jan. 29, 2010 AAPL 7 Comments
  • Are Investors Paying Too Much for Oyo Geospace's Potential?
    on Jan. 19, 2010 GEOS, DWSN 2 Comments
  • Why There Is Still Value in Lexington Realty Shares
    on Jan. 14, 2010 3 Comments
  • How I'm Repositioning My Portfolio for 2010
    on Jan. 13, 2010 LXP, AAPL, MKL 11 Comments
  • Middleby’s Q3 Shows Earnings in Steady State
    on Jan. 8, 2010 MIDD Comment!
  • Why I'm Still Holding on to CapitalSource
    on Jan. 6, 2010 CSE 4 Comments
  • Ctrip Is Back to Underpromising and Overdelivering
    on Dec. 15, 2009 CTRP 1 Comment
  • ADP's Upside Is Ahead
    on Dec. 14, 2009 ADP Comment!
  • Netflix Looks Expensive, Yet Still Impressive
    on Dec. 3, 2009 NFLX, BBI, BBI.B 2 Comments
  • Apple Continues to Execute
    on Nov. 18, 2009 AAPL 5 Comments
  • Q309 Portfolio Update: Building Cash, Looking for Dividends
    on Nov. 4, 2009 BIDU, CTRP, CSE Comment!
  • Rising Market Could Mean Big Returns for Markel
    on Oct. 12, 2009 MKL, CB, NYM Comment!
  • Might Be Time to Unload Ctrip
    on Oct. 1, 2009 CTRP, EXPE, OWW 2 Comments
  • Even at $185, I'm Sticking with Apple
    on Sep. 21, 2009 AAPL 4 Comments
  • Is Oyo Geospace Turning Around?
    on Sep. 16, 2009 Comment!
  • Middleby's Bad News Is Behind It
    on Sep. 9, 2009 MIDD 1 Comment
  • For Dawson Shareholders, Now Is When to Hold On
    on Sep. 3, 2009 3 Comments
  • Waiting for a Better Entry Point for Netflix
    on Aug. 18, 2009 NFLX, BBI, BBI.B 2 Comments
  • ADP Looks Fairly Valued
    on Aug. 18, 2009 ADP 1 Comment
  • CapitalSource: Tremendous Opportunity or Value Trap?
    on Aug. 18, 2009 CSE 22 Comments
  • Encouraged by Oyo Geospace's Investment in Inventory Management
    on Jul. 30, 2009 GEOS Comment!
  • Buffett's Lessons: More Appropriate than Ever
    on Jul. 29, 2009 ARBA, CMGI, BRK.A 8 Comments
  • Monthly Portfolio Review: Looking for Big Caps
    on Apr. 6, 2009 SPY, MDY, ADP 1 Comment