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  • GME moves 8.7% since our call
    Gamestop has moved 8.7% since we informed everyone of a key trendline break back on March 22nd.  We see slight resistance at current levels and see it as a good time to take some profits off the table.

    Disclosure: Long GME
    Tags: GME
    Apr 12 11:13 PM | Link | Comment!
  • Lets Talk About Economic Moats

    The value investor has the dubious task to find undervalued securities that are well run and have wide economic moats.  I want to focus on the latter of these topics in this discussion.

    I'm interested in getting some dialog on identifying some of the more obscure stocks out there that have these wide moats and a durable competitive advantage.  We all know some of the more famous ones out there like Walmart (NYSE:WMT), Coke (NYSE:KO), McDonald's (NYSE:MCD) or Nike(NYSE:NKE). Thats all fine and dandy, but lets pull out the ones that can be the next WMT.

    How about American Tower (NYSE:AMT)?  These guys are right at the center of the mobile device revolution.  They own, erect, and lease out many of the cell phone towers running these devices.  We may take for granted the infrastructure we have here in the states, but all over the world these things are still going up at a rapid pace.  Not to mention the networks need to be upgraded and maintained.

    Any takers?  List your moat-worthy stock and tell us about it.  Maybe we can build a top 10 list out of this.

     

    Disclosure: ShadowEquities.com is not currently a holder of any of the stocks mentioned in this post.



    Disclosure: No Positions
    Tags: WMT, KO, MCD, NKE, AMT
    Apr 08 11:47 PM | Link | Comment!
  • The DOW hits 11K. So What?
    Whatever investing website you went to yesterday you would have run across a headline (or two) which made a big deal about the DOW reaching the 11K mark. Did you stop to think about why this is a big deal?

    If you do a little technical analysis and look at a 4 year chart you will see a few things. Here is the chart:

    DOW Chart

















    In this chart we see the 11K level corresponds to where the market was just before the major market downturn back in late Sept 2006. The technician might say this level would provide some level of resistance and we should expect a stall sometime in the near future.


    Visit shadowequities.com for more technical and fundamental analysis articles or to participate in our interactive investment fund.

    Disclosure: No Positions
    Apr 06 8:58 PM | Link | Comment!
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