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Kirk Lindstrom
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Kirk Lindstrom has an engineering degree from the University of California, Berkeley. Following 20 years of research and development as a scientist and engineer at Hewlett Packard, Kirk turned his attention to investments where he edits "Kirk Lindstrom's Investment Letter," that... More
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  • Jim Cramer Recommends Gold and Gold Corp.
    Today on CNBC's "Street Signs" at about 11:30AM PST Amanda Drury interviewed Jim Cramer for their regular "stop trading" segment.

    I wrote about it in detail at  Jim Cramer Recommends Gold and Gold Corp.




    I wonder how many people will add Gold or Goldcorp to their portfolios now near all time record highs based on Jim's advice.

    Questions:
    1. Can anyone verify that Cramer has been a gold bug since his Mad Money show began?  
    2. Has Cramer had Gold in his action alerts portfolio for 10 to 20% from the start? 
    3. Was it a small position that grew with the large gain in gold? 
      Or 
    4. did he add Gold recently?







    Disclosure: I am long SPY.

    Additional disclosure: See "personally" for full disclosure.
    Tags: GLD, GG, TIP, gold, FINPX, VIPSX, TIPS
    Mar 01 3:57 PM | Link | Comment!
  • Cramer Hates Cisco - Time to Buy Again?
    I made good money trading Cisco (CSCO Charts and Quote) by buying when it was about $17 and selling every share (rare for me) at I believe $24... I have been watching ever since for another fat pitch. 

    Maybe now that Cramer ranted about Cisco yesterday on MadMoney it is time to reconsider another trade.


    Cramer's Lightning Round - I Don't Want to End on Cisco (2/15/11)
    Bearish Calls:
     
    Cisco (CSCO): "Are you kidding me? Cisco? No, no it is not a good time to buy Cisco...No. No. Wrong. I need to take more calls because I don't want to end on Cisco. That's too frightening."
    Until I see signs that Cisco management is more interested in creating shareholder value rather than shipping wealth out the back door to insiders with stock options, I won't recommend it as a long-term invesment even if it again has good potential for appreciation.
    Tags: CSCO, telecom
    Feb 16 11:21 AM | Link | Comment!
  • Finisar (FNSR) Wins while Apple, Microsoft, Google, Motorola and Nokia Battle
    It is hard to believe it has been nearly a year since I recommended Finisar here on SeekingAlpha at $12.89 and two years since I recommended FNSR and GE on InvestorHives.  Search my name and you will see I don't recommend many stocks in free articles. 

    This week, Finisar broke $45 before correcting where it is now available for $42.50. Back in 2009 I was happy FNSR gained 50% from my newsletter buy alert at 24¢ and wanted to tell others I thought it would go much higher, hence the article on a friend's website.
    I've taken profits in BOTH GE and FNSR.  I continue to trade their ups and downs for added return, but I continue to hold and like both in my personal and newsletter portfolios as long-term investments too.  By trading their ups and downs, if we have a major correction or bear market, I have cash out now to buy shares back at much lower prices.  If they keep going higher, that is fine with me too.  

    When I have some time, I will try to expand this instablog post into a full article about why I still like FNSR (Hint:  it doesn't matter if Apple, MSFT/Nokia, Motorola  or Google win the smartphone OS battle, they will ALL need bandwidth provided by Finisar products.)
    Tags: GE, AAPL, MSFT, NOK, FNSR, GOOG, telecom
    Feb 16 10:30 AM | Link | Comment!
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