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Northwest Investor  

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  • Northwest Investor
    While I love Google, there's a worrying hint of "Paul Allen" --geeky projects that delight, but might not sell
    6/28/12
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      • Northwest Investor
        the signal to noise ratio on mREITs here is abysmal. There's no "free lunch" people
        6/28/12
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          • Northwest Investor
            In a week of nasty surprises, an upside surprise from SGI. Great beat, stock up in a lousy market.
            8/21/11
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              • Northwest Investor
                Jim Grant: [Never] "stand in line to buy an asset. You always want to go where nobody else is in line." Today that's natural gas
                5/21/11
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                  • Northwest Investor
                    Short BBY. Best Buy is badly positioned to start with, high gas prices can only make it worse.
                    3/8/11
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                      • Northwest Investor
                        Instability in the Middle East can do for nat gas what Boone Pickens' lobbying couldn't.
                        1/29/11
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                          • Northwest Investor
                            Move in SGI on no news. A guess: Intel earnings were very skewed towards server chips, suggesting strength in servers. Long SGI
                            1/16/11
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                              • Northwest Investor
                                Where's Carl Icahn? Can't have a doomed company without him involved. BKS is terminal, what value is left will be bled.
                                9/27/10
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