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TraderMark

 
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  • Housing Double-Dip Surprises Economists Again [View article]
    I've written about that a few times. The baby boomer generation by and large won't see their "housing" cost disappear as many of their parents did once they entered their 60s, since they used their house as an ATM. Another long term crisis. But don't worry - QE27 should take care of it.
    May 15, 2011. 11:46 PM | 2 Likes Like |Link to Comment
  • Ken Heebner's 30 Favorite Stock Picks [View article]
    Been in limbo for 2 years now :P
    May 15, 2011. 11:36 PM | Likes Like |Link to Comment
  • Kyle Bass's Hayman Capital February 2011 Letter - The Cognitive Dissonance of It All [View article]
    Welcome.
    May 15, 2011. 11:35 PM | Likes Like |Link to Comment
  • Initial Jobless Claims: +43K to 474K vs. 410K consensus. Continuing claims +74K to 3,733,000.  [View news story]
    Stop panicking. Summer of recovery 2.0 begins in 30 days.
    May 5, 2011. 09:42 AM | 6 Likes Like |Link to Comment
  • Ken Heebner's 30 Favorite Stock Picks [View article]
    He is actually a mutual fund manager....
    May 2, 2011. 09:07 AM | 3 Likes Like |Link to Comment
  • 1 in 6 Americans Live in Poverty [View article]
    No worries Richard. Summer of recovery is coming in 1 month. 2.0. Let's celebrate.
    May 1, 2011. 12:23 AM | Likes Like |Link to Comment
  • Percent of Americans Owning Stocks Lowest Since 1999 [View article]
    I kind of like a realistic playing field rather than Bernanke's field of dreams, but I appear to be in the minority.
    Apr 30, 2011. 02:54 PM | 2 Likes Like |Link to Comment
  • Cummins Breaks Out of Trading Range With Yet Another Stellar Quarter [View article]
    Zachs is pretty useless :) As are most analyst targets...
    Apr 30, 2011. 02:53 PM | 1 Like Like |Link to Comment
  • Cummins Breaks Out of Trading Range With Yet Another Stellar Quarter [View article]
    Agreed. As long as the greater market is benign, CMI now has a nice base to work off of.
    Apr 30, 2011. 02:53 PM | Likes Like |Link to Comment
  • Cummins Breaks Out of Trading Range With Yet Another Stellar Quarter [View article]
    Yes, you are just a bit late. It has had to consolidate a monster move.
    Apr 30, 2011. 02:53 PM | Likes Like |Link to Comment
  • BorgWarner Finds Bright Spot in Automotive Sector [View article]
    It is very difficult to game earnings. Even if you know ahead of time what the number is, many times the stock acts in quite random fashion.
    Apr 30, 2011. 02:52 PM | Likes Like |Link to Comment
  • 96 Stocks That Would Have Already Made You 50%+ This Year [View article]
    AG started around 15.6, and is now around 21. That's about 34% gain.

    GPL is under $5

    I kept stocks under $10 and under $300M market cap off the list to stick with things that are more liquid
    Apr 30, 2011. 02:50 PM | Likes Like |Link to Comment
  • 96 Stocks That Would Have Already Made You 50%+ This Year [View article]
    boggling post.

    It was an informative post to readers to let them know the top performers. I outlined above which names I've discussed on the website.

    I am not currently in any positions since I am in a quiet period ahead of my fund launch.
    Apr 30, 2011. 02:46 PM | 2 Likes Like |Link to Comment
  • 96 Stocks That Would Have Already Made You 50%+ This Year [View article]
    or maybe the better question is which is the best to short? ;)
    Apr 30, 2011. 02:45 PM | 1 Like Like |Link to Comment
  • "Purchases are really dropping off by the end of the month," says Wal-Mart (WMT) CEO Mike Duke, blaming higher fuel costs for his customers running out of dough. With his position perhaps giving him a better view of the economy than the FOMC, Duke also recently warned to expect much higher inflation.  [View news story]
    Don't worry, its transitory. New food stamps arrive in a few days.
    Apr 28, 2011. 12:29 PM | 5 Likes Like |Link to Comment
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