Diamond Offshore (DO) - $68.84 - Yahoo Quote

Blog Articles:

Meeting with Irwin Michael, Part 2

... He is not afraid of them. Extra research. How do you evaluate mining and oil stocks? Net Asset Value (NAV). ... se? Yes Once again, with mining stocks you DO NOT focus on earnings or sales? Yes Your NAV calculations for ...

personal blog entry - Theo - 2006-03-06 22:40 - 0 comments

My Current Worries Shorting the Nasdaq

... concerned.  Shorting is a very difficult thing to do and in the past I have not been successful.  This time it does not look ... you trade a depreciating dollar for assets?  I would do the same.  Therein lies my conundrum.  If I would do the same, ...

personal blog entry - Theo - 2007-05-22 02:01 - 8 comments

Short-Term Oil Folly

I just read an article in the Globe and Mail titled " Oil prices sink lower, despite cold weather ".  I personally thought the article was a little silly.  When so-called "traders" start getting quoted in major newspapers li ...

personal blog entry - Theo - 2007-01-29 12:58 - 9 comments

Jim Rogers sees U.S. property crash and is selling his mansion!

Commodities guru Jim Rogers believes so much in a real estate crash that he is selling his $15 million New York mansion and moving to Asia! Commodities investment guru Jim Rogers stepped into the U.S. subprime fray on Wednesday, predicting a ...

personal blog entry - Theo - 2007-11-16 12:24 - 9 comments

NEW BOOK: The Little Book of Value Investing

I was at the bookstore today and found a new book: "The Little Book of Value Investing". This book is by the same publishers of the well-known: "The Little Book that Beat the Market". Instead of a shiny blue cover, this one's green. ...

personal blog entry - Vooch - 2006-10-03 22:05 - 3 comments

Buffett on Diversification

... participate in total diversification. The economy will do fine over time. Make sure you don't buy at the wrong price or the wrong time. That's what most people should do, buy a cheap index fund and slowly dollar cost average into it. If you try ...

personal blog entry - Theo - 2008-02-27 13:00 - 0 comments

Greenspan diversified out of the U.S. dollar!

Now that's outrageous : Of course, the most comical spectacle of all was Alan Greenspan's attempt to steal the spotlight. During his media blitz to promote his new book, he simultaneously disclaimed any responsibility for the problems we are now ...

personal blog entry - Theo - 2007-09-26 16:34 - 2 comments

Stock Options in Value Investing

The option markets can present special-situation investors with an opportunity to make spectacular profit from a little known market inefficiency .- page 230 In reality, when it comes to investing in the options of companies undergoing extra ...

forum topic - GordonGekko - 2007-03-28 07:02 - 19 comments

Blood in the Streets (Hopefully, Not Yours)

... recent years and an expert witness in years past - rarely do more than three or four variables really count. Everything else is noise. ... in the last 18 months. As Martin Whitman says rarely do more than three or four variables really count. Everything else is ...

personal blog entry - GordonGekko - 2007-02-26 08:58 - 5 comments

Sprott 2007 Advisor Breakfast: Focused on Performance

... different.  What John Embry does in gold and what I do in gold is different.  What I do in equities and what Allan Jacobs does is different.  Always been a ...

personal blog entry - Theo - 2008-02-15 01:12 - 2 comments

2008 Berkshire Hathaway Annual Meeting Transcript

... of opposing it. You wrote a letter saying it wouldn't do any good to throw out margin rules in this fashion. It doesn't serve the ... so they have something to fill the time. It has nothing to do with investment success-what matters is buying businesses at the right ...

personal blog entry - Theo - 2008-05-29 00:08 - 0 comments

Gold - Time to do my homework !!!!!

... ETF,small gold stocks 8. What price of gold do you expect in following years? 5000$/ounce 9. Are the record prices ... my basic questions were answered. So, it's time to do my homework and answer other questions I have. 10.What is the ...

personal blog entry - GordonGekko - 2007-09-22 05:45 - 5 comments

Do NOT put all your eggs in one basket

... Letter of January 20, 1966.  The key points: - Do not own more than 100 stocks (I believe Fisher came along later and said, "No more than 20 stocks"). - Do not put more than 40% into 1 stock (this is where pelcmarek failed) - We ...

personal blog entry - Vooch - 2007-12-13 01:55 - 7 comments

Market Cycles - Are we near the short-term peak?

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personal blog entry - Vooch - 2006-11-25 03:28 - 12 comments - 1 attachment

What is better choice LEND or DFC ?

biscosc found this article.    One of my favorite Warren Buffett quotes is, “We simply attempt to be fearful when others are greedy, and to be greedy only when others are fearful.” That sounds so simple, but it’s a ...

personal blog entry - GordonGekko - 2007-03-06 06:57 - 7 comments