From: March 2007

Turtles on Wallstrip

Michael Covel is a good author. I really liked his book about the world of trend following and have been bugging him to be on Wallstrip . Michael is not a ‘Turtle’ and not a trader, but owns TurtleTrader.com . It is a great resource on the subject of ‘Trend Following’. As he discusses in …

Apple – Hold the Phone?

PC Guru John Dvorak says Apple should pull the iPhonec. I have not been a fan of Apple getting into the phone business since the first rumor started. John lays out some of the big problems. My biggest concern is the negative association that will come with phone carriers. It’s just not the same brand …

Is Harley a Sub Prime Lender?

YES. When the market is shooting first and asking questions later, all lenders are subprime. Harley actually fits the bill as well. Doug Kass of Seabbreeze Partners and TheStreet.com sent me his article from today and said I could use it. So, here it is: It remains investment community’s general belief that the subprime lending …

Wallstrip – Why Optimism Matters

We are human and it’s o.k. to be negative. It can be fun at times. BUT…it’s just is a much harder road to success in America and it’s almost an impossible road on Wall Street. Today on Wallstrip , we update some of our stock ideas that we have covered over the first 100 plus …

Homebuilders – Welcome to Value Trap HELL!

Beazer Homes (BZH) just blew up again. Recently, I have been harping on the inevitable declines ahead. Tonight, it is further playing out as usual. The rise, the distribution, the fall and the denial. Through it all, shameless promotion and lies. In the end, millions of small shareholders will own 100 share lots of Beazer …