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helplessobserver » Comments » AZO

  • Fear and Loathing in 2009 [View article]
    Todd,
    I think your clear thinking is on the mark for 2009-2010. Most investors do not know we entered a secular bear market in 2000. The Oct. 2007 high on the SP is the end of a cyclical bull market within this bear. Secular bull and bear markets last a long time often 15 to 20 years, witness the last secular bear from 1966 to 1982 and the secular bull from 1982 to 2000.
    Dec 24 11:53 am |Rating: +3 -1 |Link to Comment
  • Eddie Lampert's Troubles: It's Not Just Sears [View article]
    Lambert's portfolio is as amateur as Bill Miller's. Each should be flipping hamburgers at MCD instead of destroying shareholder's wealth on Wall Street.
    Nov 21 10:54 am |Rating: +1 0 |Link to Comment
  • What Are Some of the Best Hedge Fund Managers Doing? [View article]
    I like Simon's portfolio the best. He knows all the mathematical skills in the world cannot predict future stock prices for marginal companies. Solid companies with deep markets and pricing power are more amenable to statistical analysis
    Nov 20 18:16 pm |Rating: 0 0 |Link to Comment
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