Kayboe

6 Comments

    • Pharmaceuticals: Pfizer Is a Buy [view article]
      A slug of PFE is owned by the Fairholme Fund. Fund is managed by very sharp, Bruce Berkowitz. FAIRX is a concentrated fund, (up 13.4% annually over last 5 yrs.), and PFE represents over 10% of its current stock holdings. Yeah I own FAIRX and PFE. And I bought more PFE at the end of Monday, crash day, 9/29/08. Sep 30 03:50 PM
    • ETF Update:Bailout Implications [view article]
      This being Tuesday, 9/30/08 -we all know what happened yesterday. Nice call Jeff with PSQ, SH and DOG! For gold it turned out that GLD was a better choice than GDX. "Can't win-um all." *Still good calls overall. Sep 30 10:24 AM
    • Charts Gone Wild [view article]
      Market is down again today. Trend followers should remain bearish while long-termers should use these panics to pile in! Sep 05 11:00 AM
    • Biotech ETFs: Can You Handle 209% Volatility? [view article]
      I too am long XBI because I believe the only way to invest in biotech is with an ETF or standard mutual fund. I have a fairly tight stop on this one and it makes up only a small percent of my total portfolio. Aug 25 11:56 AM
    • Skeptical This Relief Rally Has Legs [view article]
      RE: Jim Grants lament in the WSJ

      I think John and Jane Q. Public are afraid to complain. Perhaps someone who wants to complain works for or manages an American auto manufacturer. Go ahead complain that the government is bailing out investment bankers. Do that and the Bush bureaucrats might get even -by not bailing out that auto company you work for! Need votes in Iowa -go with ethanol. So what if this ends up costing all of us more and provides less food for the world. And so what if many rich fat cats stay rich because their investment bank wasn't allowed to fail -like any other small business would. This is how the current administration operates. Plain and simple. And when the Dems win in November -they can't wait to get in on this type of action. Action they have been missing for 8 years! All Jim Grant is really pointing out is the fact that the lobbiests are busy - simply doing their jobs.
      Jul 21 02:04 PM
    • Homebuilders Hands in Congress' Pocket? [view article]
      I too disagree with this obvious bail-out of the homebuilders, Reminds me of the Fed Reserve bail-out of Bear Stearns. On the other hand I'm not so sure I'd be shorting the XHB given the strong, positive action of its chart lately. Sure looks like it's headed up -at least short term. May 29 02:34 PM
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