stockdude

Why I Don't Own Commodities

One item that just about everyone is ignoring is that the amount of people and companies that are out there looking for oil, gold, silver and other commodities is at or near record levels. Petrobras has already discovered a huge find of oil off the coast of Brazil, Canada has a huge potential supply of oil in the oil sands area. Although it will take time for these companies to bring the oil to market once they do there is no question in my mind that prices are headed lower and not higher as most people think. Now, in the short term I would not be surprised to see commodities continue higher but long term most commodities are a poor play.

Earnings Trends: Analysts Cutting Full-Year Estimates

Interesting analysis. So it looks like Consumer Discretionary names should have the biggest swing over the next year.

My 2008 Predictions for the GICS Sectors

GICS is an acronym for "Global Industry Classification Standard" that was developed by MSCI and S&P to better classify stocks into 10 distinct sectors for evaluation.

Five Stocks to Watch in 2008

Nice call on FMD. I dont really like the NINE stock but some of the others look interesting.

If You Like Solar, LDK Is a Good Bet

I expect that poly prices will start coming down fairly soon in early 2008 which may help a lot of the solar players. There are loads of companies coming on board now to make the unbelievable margins in the sector.

Compelling Value in Highbury Financial

Interesting. I just saw the news about the stock buyback.