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  • Wall Street Breakfast: Must-Know News [View article]
    Re Bove's "bomb";

    This IS big news, since Bove had been bullish on the big banks all along. I know I missed out on impressive gains, but I wouldn't touch any with a 10ft. pole..at least not yet.
    Oct 22 09:05 am |Rating: +3 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Taking a quick scan of earnings, it sure does appear that tech is faring much better than the economy, generally speaking. UPS came out with REALLY bad numbers, and guidance isn't good, either.
    Jul 23 08:31 am |Rating: +8 0 |Link to Comment
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    Dave,

    First, let me say that I think that you're definitely one of the better contributors to SA, and I make it a point to ALWAYS read your contributions.

    I do have a question, however. Relatively recently, you mentioned allocating even dollar amounts to all of your positions, when constructing your portfolio, because you didn't feel you could make proper allocations. Do you still feel that way? I'd think that even a rudimentary allocation by sector would be very helpful. (Like you, evidently, I dunno whether PEP or KO would be the "better" buy, for example).

    Hope your new year goes well..
    Jan 05 22:44 pm |Rating: +1 0 |Link to Comment
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