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Helicopter Ben to the Rescue

$100 bills came floating down from the sky today and everybody on Wall Street picked them up and indisciminately bought stocks with them. I'm sure it seemed like a great idea at the time. Usually, a crowd of people makes the best decisions ever, like our t ...

personal blog entry - Suntzu - 2007-09-18 23:38 - 5 comments

Wal-Mart Stores Inc (WMT) - An 'Inevitable' Sold

Warren Buffett calls Wal-Mart Stores Inc ( WMT ) an 'inevitable' and that is why he, and many other value investors such as Joel Greentblatt, Wally Weitz, Tweedy Browne, and Bill Nygren - to name a few - are invested in Wal-Mart.  I too believe Wal- ...

personal blog entry - Theo - 2007-02-09 01:08 - 6 comments - 2 attachments

Strange Unusual Volume

My portfolio had a weird day.  When I woke up, I noticed Morguard Corporation ( MRC.TO ) was up 12% on small volume.  This is not unusual for this low beta stock.  Morguard usually does nothing for months on end and then all of a sudden, o ...

personal blog entry - Theo - 2007-02-01 23:02 - 0 comments

Hilton Options Deliver Payoffs

I continue to be fascinated by Call options before acquisitions (a.ka. illegal insider trading).  The WSJ reported today that about 22,000 call options of Hilton Hotels were traded – 8 times the average daily volume – the day before th ...

personal blog entry - Theo - 2007-07-06 14:26 - 3 comments

Free Insider Websites

A lot of my stocks have what I call an "insider margin of safety".  These are stocks where insiders, especially high-ranking officers like the CEO or Chairman, have purchased unusually large amounts of shares in the open market.  For an ...

personal blog entry - Theo - 2005-12-18 23:55 - 0 comments

Fraudulent Insider Trading in Canada

There seems to be a big problem with insider trading in Canada .  In the past, I too have noticed this phenomena where, a week or two before a big announcement, the stock gets unusually high volume. Part of the problem seems to be our regulatory ...

personal blog entry - Theo - 2007-03-27 20:10 - 0 comments

George Soros: The Face of a Prophet

From the New York Times : At the age of 77, Mr. Soros, one the world's most successful investors and richest men, leapt out of retirement last summer to safeguard his fortune and legacy. Alarmed by the unfolding crisis in the financial markets, h ...

personal blog entry - Theo - 2008-04-23 12:09 - 0 comments

American Eagle Outfitters (AEOS)

Since the end of July, AEOS (23.64) has fallen from $33 to a low of $20 in just two months. Most of this 30% decline has been attributed to August announcements where they warned earnings for the third quarter would be 43 to 44 cents a share instead of ...

personal blog entry - Theo - 2005-12-11 19:31 - 0 comments

NL Industries (NL) - Repurchased

Two weeks ago, NL issued a cryptic press release saying they will delay its September 2005 quarterly report and restate financial statements for the past two quarters and the year 2004.  Errors were found relating to the provision for income t ...

personal blog entry - Theo - 2005-12-11 19:27 - 0 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

Short term irrationalities

Hi all, this is my first writing on this site. I am from German and I have to admit that my English is lousy at best. But I hope that it could be understand what I want to say. My portfolio is divided in the three types: A. The companys that I wil ...

personal blog entry - karinschoenherr - 2008-04-07 10:28 - 1 comment

UK's most well known private investor

Jim Slater: Zulus, PEGs and REFS By Maynard Paton ( TMFMayn ) April 19, 2002 FOOL'S EYE VIEW   Today's Fool's Eye View completes a short series highlighting the techniques of great investors. Past articles h ...

personal blog entry - GordonGekko - 2006-10-30 16:55 - 0 comments

Sprott 2007 Advisor Breakfast: Focused on Performance

I've been meaning to blog about this for many months now and tonight I finally took the time to re-watch the Sprott October 2007 Advisor Breakfast and take notes on what Eric Sprott said. Should give everyone a T-shirt that said:  "I s ...

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

Finding Value in the Resource Sector

I believe it was Burton Malkiel, author of "A Random Walk Down Wall Street," who said that God alone knows the proper P/E for a stock. Of course, he was referring to how difficult it is to know what price to pay. Graham and Dodds came up with som ...

personal blog entry - Suntzu - 2006-02-01 02:32 - 2 comments

TESSCO Technologies (TESS)

Since January, TESS (13.80) has fallen from a high of $16.71 to a low of $12.36. As far as I can tell, this was because of an earnings guidance in April. The stock is now trading at an 8.6% discount to its book value of $14.83. The P/E is 9.70 and ...

personal blog entry - Theo - 2005-12-11 19:32 - 0 comments