15 S&P 500 Stocks Up Over 100% in 2009 [View article]
Some of these look like shorts from a technical perspective. GT has run up huge on the Cash-for-Clunkers news. From essentially 10 to nearly 19. It can easily fall back to 15. GT hit a low of around 3 in March. Others look quite lofty as well.
Apple Analysts Reality Check: Bear Rally Is Over [View article]
I find it interesting that you are short AAPL going into the Christmas season. Their new products like the new Mac Book will sell. This name can go to 110 in a heart beat. Now, you might get a point or two, but not 20 or 30.
Hedge Fund Tracking: Moore Capital Management (Louis Bacon), Q3 2008
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Forget Hedge Funds. Do not send any of them your money. Stick with well grounded Mutual Funds like Fidelity or 20th Century or others. Back to basics. Do not be a fool and send your millions to a one man shop. Go with firms like Fidelity who cannot steal your money!!!! The track records of the many mutual fund companies are better than that of Hedge Funds anyway. Hell, buy your kids Coca Cola, JNJ, PG, and take the stock certificates and put them in your safe deposit box if you want. Do not mess around with these Hedge Funds and 1 man shops on the street! And stop following all the advise of the ETF crowd. If you have $10 million put 500k in 20 well run, good old fashioned mutual funds! Then enjoy life and look at your returns in 10 or 20 years...
What Are Some of the Best Hedge Fund Managers Doing? [View article]
GT looks like an inexpensive proposition if one has more than 5 minutes. This is only the 3rd time since 1991 that the stock has been this cheap. 80% of their tire sales are to the after market. They are the third largest maker of tires in the world.
Why I'm Shorting Apple Ahead of Earnings [View article]
Ben, you made a great call. Congratulations. Much of the reasoning in your well written piece came to fruition today. Great analysis and conviction to put it to the test.
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