ozcutty

Why a Market Crash Doesn’t Matter

Thanks Chuck, i liked the article. I appreciate you laying out some of your stock picks for my benefit. I'll check out ESI

Buffett and Gates at Columbia – The Markets Have Bottomed!

i love these charts you produce Chuck, probably the most helpful tool i've seen for long term investors.
It looks like MSFT is a reasonable buy right now, especially with Windows 7 doing great. My only issue is the sheer size of the company, very hard to get good growth with a company that size.

Why Magazine Covers Are Historically Great Contrarian Indicators

Mail order Gold, must be a good indication gold is toppingout.

AllianceBernstein: Still Worth Buying

i agree Paul, compared with other Asset Managers, they are cheap as chips, should be around the $40 mark by now. If the mrket keeps creeping up, there profits will go up very fast because their costs are fairly fixed. They also have a nice research business that has been bringing in steady income even through this crisis.
disclosure: long AB

Riding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett

Sorry Warren, can't get exited about these railway businesses. BRK is supposed to grow at 20% not 12%.
i'll stick with my insurance and asset management stocks thanks

Are Financial Management Firms a Good Buy Again?

Still feel AB has a way to go, results Thursday, should be good

Will Altria Group Burn Out Long Term?

I owned PM but rotated into cyclicals at the bottom, when things top out i'm back in to PM. Sorry MO just doesn't do it for me i'm looking for 15-20% return pa not 10%. Still beats cash though!

Earnings Preview: UnitedHealth Group

89 cents, take that nay sayers. No brainer really, they are still generating 4billion in cash which they use to buy back shares. With the share price so beaten down, thats a lot of shares!

The Dollar: A Strong Buy

The US will be back, make no mistake, go long....

Friday Outlook: Commodities, Global Markets

Chuckys not buying and Buckys falling, i like it David!
I'm starting to believe this rally and now i'm starting to think all this cheap money could spark the mother of all booms in just about every asset class until it is reigned in. See todays Bloomberg about all the Chinese gearing up to invest in shares and posible sovereign wealth fund investment in US realestate. If you take away all the inventory, things could move from bust to boom incredibly quickly. Just look what clunkers did to cars.

Legg Mason: Earnings Good at First Glance, Ugly After That

agree LM is still struggling. I held a significant investment in LM but lost faith in management after 5 negative quarters and conference call shpiel that didn't make sense. They had a disaster with the SIVs and had to take on a couple of billion dollars of debt to escape it. Lets face it, an asset manager should not need lots of debt.
i switched out of LM into AB, much simpler business, no debt issues or SIV's. Funnily though, since jumping to AB, they have reported better results than LM but LM has rallied much more!
It interesting that the biggest rallys have occured with the companies with the most debt and shakiest earnings, do fundamentals mean nothing to todays investors???

Why Do Spin-Offs Often Outperform?

not a bad portfolio, watch for spin off loaded with debt. Like dfs but wait until next year to get back in

Thursday Outlook: Commodities, Global Markets

Best wishes from Australia Francie.

Four Stocks Selling Below Cash

dfs is the company i'd choose. When charge-offs stabalise look for dfs to take off

Weekly Preview: How Stressed Will the Markets Be?

i'm thinking when the stress test results are published we will rally big time, whatever the results. Markets hate uncertainty, publishing even bad results removes the uncertainty.