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