From: 2005

Oncology

I mentioned in an earlier post that oncology was a faster growing industry than Sleep. One stock that would benefit directly from this is RTSX, which was created to buy oncology centers. They recently purchased the clinic of a good friend of mine in Phoenix. As smart a doctor as you will find so I …

While you are printing money….

I think it would be cool to make every American a Millionaire. In Yen, I would be there already. I can see the headline now…. NY TIMES January 1, 2006 In a move that began with pressure from Uber Blogger Howard Lindzon, Greenspan created another currency called the Sitheroo that when converted from American Dollars …

Speaking Of Mergers

Here is a doozy already and it is in Japanese retail, a category I did not mention in my 2006 predictions. From Bloomberg News: Seven & I Offers 238 Bln Yen for Millennium Retailing (Update5) Dec. 26 (Bloomberg) — Seven & I Holdings Co., the world’s largest convenience store operator, offered to buy Millennium Retailing …

2006 Predictions

1. So much Capital, so few opportunities equals many more mega mergers. Combined with the mergers, will be many corporate unwindings (maybe Time Warner leads the way). Mergers will help keep a lid on any 20 plus percent selloffs in the US markets in 2006. Energy, Internet, Biotech and Financials will show the most activity. …

Sleep Industry

SNY – If you like Ambien, this is your stock. RESP – make the personal breathing (sleep) machines) for home use. I have tried and tried, but just can’t get used to them. The masks will get better and thise that commit to the process, swear by their machines. RMD – more home sleep apnea …

On-Line Gambling

New York Times did a piece about how Goldman, Fidelity and Morgan have taken investments in offshore gaming businesses, deemed illegal in the United States. They have gone so far to hire an expert to calculate their risks of being prosecuted. As usual, class acts amongst the three institutions. Shameless, putze’s, every single one of …

Cramer and Kudlow

They sucked together and they suck more apart. I mean they really suck. Can anyone be more annoying than Cramer. Yes, Kudlow. My wife screeches if I happen to watch it (Cramer) for the laughs. CNBC may be the worst channel and least value added of all-time. They have sunk to new lows with these …

Gold – a different opinion

The continued rise in Asian markets is yet another reason to expect continued inflation around the world. Commodities will continue to boom and should be bought on dips. The most talked about commodity is always gold. It has had a good year, but pales in comparison to other base metals like Copper. I like Gold …