This evening Dell Inc ( DELL ) announced that Michael Dell will return to run the company as CEO , replacing CEO Kevin Rollins who also resigned from the board. Personally, I think Michael Dell returning as the CEO is great news. He is the ...
personal blog entry - Theo - 2007-02-01 00:55 - 2 comments
Every battle is won before it is ever fought. Sun-tzu After I've read Theo's posts about Tom Stanley I was thinking about the best investment strategy. Study by Ibbotson looked at the period between December 1968 and December 20 ...
personal blog entry - GordonGekko - 2006-12-03 16:29 - 5 comments
Today the Globe and Mail published a thought-provoking piece called How to avoid 'value traps' . For the most part, I agree with what Ms. Subramanian had to say. Value investing can often be no fun buying early and waiting for a catalyst to ...
personal blog entry - Theo - 2007-02-06 20:49 - 0 comments
It's extraordinary to me that the idea of buying dollar bills for 40 cents takes immediately with people or it doesn't at all.It's like an inoculation.If it doesn't grab a person right away,I find that you can talk to him for years and show him records,a ...
personal blog entry - GordonGekko - 2006-12-08 06:39 - 1 comment
I've been having a fairly long running debate with an un-nameable member of this board on whether Oil & Gas stocks are the place to be in the "coming correction". I thought I'd just post some of my not-so-brief though ...
personal blog entry - NickStansbury - 2007-02-28 08:25 - 4 comments
Mohnish Pabrai, Bill Nygren, Bill Miller, David Dreman, Arnold Schneider, Ruane Cunniff, Ronald Muhlenkamp, Charles de Vaulx,Ron Baron,David Einhorn,Brian Rogers etc. What have all these names in common ? They all put their fingers to value g ...
personal blog entry - GordonGekko - 2007-04-29 01:16 - 6 comments
Last year I read Mohnish Pabrai’s book, The Dhando Investor , and it quickly became one of my favourite value investing books (thanks to everyone here on StokBlogs whom so strongly recommended Mohnish). I really appreciated his simplistic ap ...
personal blog entry - Theo - 2008-05-19 01:36 - 0 comments
Without really thinking, when I opened my account I purchased for my virtual portfolio the two stocks that I'm thinking of investing in. After about 5 seconds I realized that there's no capital gains taxes or transaction costs involved. I'm probab ...
personal blog entry - F.K. Soft - 2006-06-23 12:38 - 8 comments
If you read or watch Peter Schiff on youtube, he recommends investing abroad. It seems many large safe ADRs have moved from the NYSE to the Pink Sheets. The reason is to avoid as they say paying the costs of Sarbanes-Oxley. There are lite ...
personal blog entry - buybackking - 2008-10-05 04:04 - 2 comments
Dow Jones Index is up 6 percent this year. How many gurus made this year at least 6 percent BEFORE fees ? The Score Board of Gurus I have to say that from 50 gurus listed on gurufocus.com only 4 made more than DJIA (Ken Heebner, Ian Cumming, T Bo ...
personal blog entry - GordonGekko - 2007-11-20 07:09 - 3 comments
Doug Kass ,portfolio manager of seabreeze short fund : '' I recommend the use of out of the money calls (against your shorts) as a means of buying time for a short catalyst to develop (as market moves to the upside as well as the downside u ...
personal blog entry - pelcmarek - 2008-07-10 08:46 - 2 comments
Well I've had some time now to digest all three parts of the Barron's Roundtable 2007 . Their different views on the economy and the stock market were quite drastic, which is not unusual for these hard-headed folks. In this article I will gi ...
personal blog entry - Theo - 2007-01-31 22:18 - 0 comments - 2 attachments
Something I have noticed in the marketplace, especially here in Canada, is not only do the best fund managers trade in and out of stocks , they always seem to be in the same kind of stocks! At first, I thought to myself: How could this be? ...
personal blog entry - Theo - 2008-06-20 00:56 - 3 comments
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