July 31, 2011
Andrew takes some time in the heat of the summer to talk about the current market conditions and the risks that may not be so obvious. Economics are getting softer by the day and how to handle the news flow. In this episode, there is a complete review of the actual office and computer setup that Andrew uses on a daily basis to track and invest in markets.
In addition, the software, tools and research used is discussed Read more
July 28, 2011
If you have been a longtime reader, you will remember that there was a time that we were adamant about the inevitable fall of Croc’s (CROX). That was back in 2007-2008. At that time, Croc’s was a “fashion” trend and it seemed that everyone was wearing those bright colored clunker rubber shoes. We looked at the data, studies the trend and found the stock to be just as unappealing as the shoes were.
Here are a few examples:
- 8/2007 -Crocs Makes A Great Toilet Seat
- 8/2007 – Crocs – Riding The RollerCoaster
- 7/2007 – Don’t Get Caught With Your Croc’s Down
- 6/2007 – Crocs, The Emperors New Shoes
Fast forward a few years, after the stock went from a high of close to $70, Read more
July 25, 2011
Apple (AAPL) has been doing a great job at producing impressive growth in revenue and earnings. Sure, they were on the brink of disaster back in the late 1990’s, but they were able to put their resources to work with new innovations which have become a key to their current day successes. There is a lot that we can learn from Apple and if the company’s story were a book, it should be required reading for our present day politicians.
Think about it, Apple’s balance sheet is stronger and cleaner than most countries. With no debt and $70 billion of cash and securities, no one could argue about their long term stability measures. Frankly, comparing the debt-to-equity of Apple and the Debt-to-GDP for developed nations is embarrassing.
The cash flow per share is strong and continues to gain while the tax Read more
July 24, 2011
Guests: Frank Curzio and Vitaliy Katsenelson have some interesting thoughts on the state of economics in China an around the world. Frank covers the small-cap, low-priced stock universe and we get some good ideas from him on that subject. Vitaliy is really sour on China. He has a very strong belief that it is the mother of off bubbles/black swans and it will end badly. We get into some debate as to when/how/if this will all transpire. Listen in…great episode! Read more
July 24, 2011
In the editorial section of IBD this weekend, there was an excellent article that caught my eye. As all of the gamesmanship and immaturity has been focusing on the debt ceiling, the news coverage regarding the poorly execute jobs recovery plan has apparently been shifted – at least temporarily. With the recent display of political grandstanding and empty promises, does anyone still believe that his administration, along with Congress, has any idea on how to get the U.S. back to growth?
Promise were made that the enormous amount of stimulus would be used to bring down the unemployment rate and we now know how that has worked out. So, what have we been left with? A no-win situation where the choices will be to increase the debt-ceiling in order to pay the bill, increased taxes to pay back the money borrowed and a cut in the spending that was used to provide benefits during a time of a national economic emergency. In other words, the U.S. now has an inconceivably high tab to pay for the spending spree that did Read more