From: November 2006

New York Red Eye

I am becoming an expert on the Phoenix/New York red eye. I am going to a charity event being held by Todd Harrison of Minyanville. Back in the day, when I was a subscriber to The Street, I used to look forward to reading Todd’s posts. Todd was Cramer, Berkowitz’s head trader and he knew …

PORK

I love today’s Wallstrip PORK episode. Let’s face it – “Porky” the Pig was the best Looney Tunes Character. PORK the meat and PORK the stock are in vogue. KRAMER (Michael Richards) as Pork’s SPONSOR is the only guy alive who could kill “The other WHITE meat” right now. Atkins is (woops – was) a …

Verizon – We Uncool Your Brand

“We uncool your brand!” That should be the slogan for Verizon. Maybe than, Google would not have made the uncoolest branding move they will ever make. An exclusive deal with VCAST from Verizon. I use Verizon and would never pay for this. I never pay my Verizon bill on time. I hate Verizon. The only …

Toyota on Wallstrip

Today’s Wallstrip show was inspired by a post written by Bob Lefsetz. Fred read it, it struck a chord, the stock met our criteria and now it’s a show. Who is Bob Lefsetz? Bob Lefsetz is the author of “The Lefsetz Letter.” Famous for being beholden to no one and speaking the truth, Lefsetz addresses …

China – are they invincible?

My buddy Blair handed me a China article today that made we wince. Blair is a realist. He is also smart – completely avoiding the ridiculousness of the equity markets. Life is much simpler for him – at least to me :) . The article was written by Bruce Feirstein of The New York Obeserver …

SELL EVERYTHING? Please…

I am looking through my positions and other than WEBX, which I am stupid enough to have an opinion about, today’s downdraft was a yawner. BUT, what the hell is Dell doing at $27 and GM back at $30 ($35 a few days ago). Honestly, both stocks were about $18 before this great rally and …

Black Friday – Wallstrip style

When I watch today’s show at Wallstrip, I think of the one big area of deflation – clothes and household items. The great CHINA BAIT AND SWITCH being pulled off by China and the United States on the American consumer. The Wallstrip Conversation has some great posts today from Adam Warner (ETF’s) and The Chairman …