SubscribeHomeBuilders - Buying on the News
May 24, 2007
Alright, I admit it: I have had a real problem with the Homebuilding industry for some time. The concern was brought out even as the real estate craze reached a pinnacle in mid-2006. I have been know to accuse the industry of have no control over their innate need to build. They have been known to bring on new construction even in the face of news that tells them that it could be financially ruinous to do so.
Even so, the numbers released this morning are showing some good reason to look at a few of these as potential candidates to include in a diversified portfolio. According to economy.com; “New single-family home sales blew away expectations in April, but almost all of the gain came from strength in the South, where over 50% of new home sales have been located since early 2005. New home sales rose 16.2%, to 981,000 annualized units in April from a downwardly revised 844,000 in March (previously 856,000).”
Google for the Frugal
May 24, 2007
What makes Google so amazing? I mean, besides the sky-high stock price. If you didn’t know, Google has been quietly turning the world on - online that is. In particular, they have been creating internet based applications that rival the 
traditional programs on most computers - and doing an excellent job of it! What’s more, they are all FREE! ( I personally love their toolbar, the new iGoogle and integrated notebook for the browser - see below for a list of great Google apps)
A fresh announcement of the purchase of Feedburner for $100 million Read more
The Disciplined Investor Podcast - Episode 10
May 22, 2007
Mad Money Machine host Paul Douglas Boyer. Index Investing. Remember, Stocks do not care how you feel about them!
Special Guest, Mad Money Machine host and fellow Podcaster, Paul Douglas Boyer. Maybe best described as Jim Cramer’s “dedicated-follower-now-scorned”, came on the show and shared with us some of the reasons why he no longer listens to Cramer’s advice. In 1995, he was a fan and true follower of the CNBC show: Mad Money (hence the name of his Podcast).
After seeing that he made no money using his idol’s advice, he has seen the light! Now he has taken a 180 degree turn and only uses index funds for his investments. He is a firm believer in the passive investment process - The “set it and forget it style of investing”. Paul explains why he believes, “Investing is Boring”. Boyer tells us that Cramer rarely, if ever, gives sell suggestions on his TV show - For that advice, you people need to subscribe to Cramer’s Action Alerts Newsletter. Also Read more
Interactive Brokers - IBKR
May 22, 2007
In the spirit of looking to make money, it would seem that the longer this rally continues, the better the sector and this stock will do. Most companies have already been consolidated and there are only a few companies in this sector. The ones that are left have skyrocketed. The IPO was a lackluster at best but, we are continuing to buy for client accounts in small increments.
Target Price: $ 41 if the current P/E (about 20) and PEG (about .65) are any indicators.
Take a look at the numbers: (cannot be ignored):
ValueClick - Buyout Potential Gaining Steam
May 21, 2007
NEW YORK (AP) 5/18/07 - Now that Microsoft Corp. plans to buy online advertising company aQuantive Inc. for $6 billion, investors and
ValueClick, which some analysts see as the number-four player in the online advertising space, is the last man standing now that aQuantive and other sector majors have all been acquired in a matter of weeks.In Podcast # 9 and the May, 2nd “Special Edition CNBC Stock Picks” Podcast, I mentioned VCLK as a prime takeover candidate as the big boys of tech have been snapping up companies in this sector. Now, the last of the bunch still remains waiting to be picked up. Usually there is one buy per company and now that Mister Softy took out aQuantive for a significant premium, it seems to leave Yahoo! as the best candidate for the job of absorbing Valueclick. Investors are starting to think that there is some substance worth looking at as the stock has been moving up since Thursday, May 17th. On Friday, shares were trading up as high as $31.59 during the day and closed at $30. (in after hours trading it was up another $.50 to $30.50). As of this writing, the stock is now $34.50 (up $4.50 so far today). There is quite a good story Read more
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