- Adding to My Power-One Position, Despite Losses
- Vulcan Materials: A Victim of Economic Conditions or Bad Decisions?
- A Tale of Two Agri Manufacturing Companies
- Rare Earth Stocks Are in a Bubble
- Banking Stocks: M&I Played Over and Over?
- Waste Management Remains a Core Portfolio Holding
- Beware Pension Plan Impact on Companies' Cash Flow
- Annaly Remains a Reasonable Position Despite Cramer's Endorsement
- Investing in Colombian Oil? Choose Gran Tierra Over Houston American
- Houston American Energy: Keeping My Short Position
- Bunge Has Gone From Worthy to Compelling
- Time to Bet Against Brunswick?
- Valmont's Rise Is Overdone
- Structured Products Are Alive and Well
- Level3: Are Fairfax and Longleaf Visionaries or Just Stuck?
The Pension Bubble
Feb. 14, 2010 • 4 Comments
- Are Central Bankers Throwing Life Preservers or Anchors?
- $30B for Small Business Lending: A Boon for Banks
- Waiting for the Next Economic Shoe to Drop
- Bank Dilution Looms for 2010
- Archipelago's IPO Valuation Favors K12
- In 2010 It'll Be Jobs, Jobs, Jobs
- Time to Take a Bite of Smart Balance
- Why Banks Require Zero Interest Cost for Overnight Funds
- K12 Could Be a Short Seller's Nightmare
- The Geithner Plan Calls for Outrage, Not Celebration
Why Banking Should Be Boring
Mar. 22, 2009 • 2 Comments
- The Long Case for Waste Management
- Aaron's Rents: Rare Opportunity for Share Price Appreciation in 2009
- Expect Rosy Earnings from Flowers Foods
- Do Vulcan's Managers Know What They're Doing?
- Mergers and Acquisitions: 2009's Only Positive?