SubscribeGoogle’s Android and Apple’s iOS Continue to Dominate Smartphones
February 8, 2012
According to the latest report from ComScore, Google (GOOG) and Apple (AAPL) continue to devour market share from the dwindling Blackberry (RIMM), Microsoft (MSFT) and Symbian devices (NOK).
Russian Equities: Oil Love You, Oil Love You Nyet (3 ETF Plays)
January 31, 2012
Over the past year or so, Russia’s markets have in a love/hate relationship with investors. Often tied to the movement in oil and commodities, Russian equities have been in favor most recently.
We added a position to portfolios in December, only to be quickly in the red. As the position moved further down, we added another small position and have been pleased with the almost non-stop ramp higher since then.
The most recent “election” of Putin almost put the gains at risk as protests filled the streets. That has all calm down at this point – voluntarily.
We like the idea that Russia markets are commodity linked. Of course the Read more
Continental Resouces (CLR) – Exploring this Stock’s Potential
December 7, 2011
Continental Resources (CLR) has had an exception growth of revenue and analysts are expected more of the same in the next few quarters. Here is our analysis for both the fundamentals and technical that impact our investment decisions.
This particular name has been in our sights for some time as the overall story of growth remains intact.
Analysis: Akorn (AKRX) – Keep Your EYE on This One…
December 5, 2011
The healthcare industry is expanding rapidly as the U.S. population ages. One of the specific sub-sectors that has moving well is related to 
ophthalmological drugs. This company just appeared on our Quanta screen for the first time late last week. Interesting fundamentals and technicals.
TDI Podcast: Crushing Germany into Submission – via Pritchard (Episode #240)
November 27, 2011
Guest: Ambrose Evans-Pritchard of the Daily Telegraph provides a frank discussion on the state of the EuroZone. We go through the problems areas as well as 
some of the solutions. It seems that there is a gap between what should be done and what will be done – all in the name of “fairness” and politics. We start out with some reasons why a quick and stealth rally may be in the cards and the important economics that will be released this week.
Podcast: Play in new window | Download (Duration: 1:02:52 — 33.5MB)
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