SmartGuyStocks.com

Hewlett-Packard Looks Recession-Proof

The WSJ did a whole piece on how China is more dependent on exports than ever. The presupposition that the world will steam forward without it's largest customer base is nothing more than Wall St. sales speak to buy more time while passing the BRIC bag to the herd who don't know any better ...

The Trouble With Turnaround Stocks

The thesis of this article is interesting, but the research and citations are nonexistent. Exactly how many turnaround plays succeed or fail? HP was the only example. C and HD are still in play.

You have interesting ideas for articles, but please spend some more time fleshing them out. I cannot conclude whether you are wrong or right based on this thin article. There are many funds that make a nice living investing in turn around plays. I think they could provide plenty of info to dispute your claim ...