 Submitted By Gary Tanashian
Yeh, you... well, maybe you but hopefully not.
By way of Johnny on the spot IKN, I found this article (statement of clarification) from Jeff Christian, which really did me some good to read. Not because it enlightened me, but because yours truly has run a blog and a website that has made no secret...
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Submitted By Trader Mark
We re-established a position in bold;"> Quality Systems (QSII) in mid March [Mar 18, 2010: Restarting Quality Systems], but the recent selling pressure had us cutting back exposure; indeed we've cut it back sharply twice - first by 2/3rds in early May around $62.00, and then with what we had...
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Submitted By Trader Mark
Blue Coat Systems (BCSI) had a solid report last night but in a trend I am seeing in some other sectors (namely retailers) provided guidance that was below analysts estimates...
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Submitted By Trader Mark
Must be nice - no matter how underfunded your pension is or unrealistic the benefit is compared to those of the peon class who must deal with (mostly self funded) 401ks, Congress is willing to buy the votes with the taxpayers monies. If Congress is seriously willing to bailout PRIVATE pension...
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Submitted By Trader Mark
A fascinating read via CBSMarketwatch on how Morningstar's "stars" have come to dominate the industry. Being a mutual fund investor of one sort or another since the late 80s, this struck me - while I look at performance, the stars mean nothing to me. But it looks like in K.I.S.S. world, people...
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Submitted By Gary Tanashian
My brokerage is Fidelity, a perceived solid private company that I am pleased with overall, although compared to the race horse that was eTrade, it is a bit clunky. Fido periodically sends out research notes from its fund managers and analysts which I skim and have even gotten ideas from (the...
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Submitted By Trader Mark
With the constant gap up or downs to open each session it is nearly impossible to do anything overnight with the general indexes, so I'm going to make some attempts on the short side with individual equities. I actually got both these ideas from "RevShark" over at Realmoney.com - when I looked at...
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Submitted By Trader Mark
Back to our regularly scheduled premarket rallies. Actually we were in this exact same spot 24 hours ago with a surge in premarket; groundhog day. Today's reasoning appears to be the Chinese saying they love European debt after all.Stocks and U.S. futures surged and the euro snapped a three-day...
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Submitted By Trader Mark
Barring a miracle here in the last 25 minutes, this doe...
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Submitted By Trader Mark
The mutual fund is now on schedule for a late summer.early fall 2010 launch. If, after reading the blog content you might have an interest in participation, please consider reading why this blog exists...
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Submitted By Trader Mark
BusinessWeek has a nice in depth (and balanced) story on high frequency trading that intertwines the history of 'the machines' and how we got here from "there" (there being 15 years ago), with the events of May 6th. Perhaps a Cliff Notes version of Scott Patterson's book on HAL9000. [Feb 12,...
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Submitted By Trader Mark
The reversal [May 25, 2010: That's a Reversal] follow through continues this AM, highlighting a problem that has cursed traders for much of the past few years. So much of the day's movement happens premarket nowadays...
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Submitted By Trader Mark
Not 1 year ago in this post [Jun 5, 2009: 1 in 6 Dollars of Income Now Via Government; Highest Since 1929] I outlined how the government ATM had been churning out monies at a level not seen 80 years. Of course after / during that we have had government help us buy homes, buy cars [Jul 30, 2009:...
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Submitted By Trader Mark
As mentioned about 3 weeks ago, I planned on broadening the sectors in the portfolio away from the tech heavy concentration I had for much of 2010. This selloff is also helping to expose those names in very strong hands versus what is in the palms of 'hot money' traders. The latter stocks work...
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Submitted By Trader Mark
The strongest of the stocks in the portfolio, F5 Networks (FFIV) is finally relenting here with the multiple hard selloffs in the market. I still like how it has performed and I expect when the market bounces back it will be one of the first to rebound but as one of the main positions of any size...
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