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- Host Hotels & Resorts, Inc. F3Q08 (Quarter End 09/05/08) Earnings Call Transcript
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- Tortoise Capital Resources F3Q08 (Qtr End 08/31/2008) Earnings Call Transcript
- Intraware, Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
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3 Comments
Was Peter Lynch Wrong? Crocs and Other Trendy Companies [view article]
Of course Lynch would also consider the advantage or the moat. A trend is not enough of a reason to own a company. The problem with Crox is that building a pair of rubber shoes for .50 cents and selling them for $30 is all trend and not a defendable moat. It is too easy and too profitable for someone else to build the same pair or shoes for .50 cents and sell them for $9.99 at Target!Google, Apple and RIMM are more than trend because the R&D and costs required to get in that space are enormous. Not to mention the talented execs. Apr 17 10:31 AM
Is an Accommodating Fed Really Bullish for Stocks? [view article]
Is 5 years and two tightening cycles really enough time to say anything about the relationship? Feb 15 04:13 PMDoes Market Timing Actually Work? [view article]
All these articles talk about how much you would lose (negative excess return) if you were not in the market the "10 best days" of the year. Well what if you were out the 10 worst days of the year? Just a thought. Traders and brokers make money on the 10 best/10 worst days of the year. Investors would prefer an average, non-volatile day. Jan 09 01:30 PM