From: October 2007

Garmin Admits They Are Scared

By making an insanely large late bid for Tele-Atlas , Garmin has shown their hand. They are telling the big institutions that they are desperate for the digital mapmaking relationships and are willing to pay up to keep them. With Navteq (NVT) now gone to Nokia, obviously Garmin (GRMN) management felt that they were vulnerable. …

Trends End…FAST! Check out CROX, WCG and SWHC

It’s not all rosy for all-time highs these days. Tonight, CROX was bludgeoned after closing at an all-time high and ‘missing?’ numbers. I long sold this trendy biiitch. Still love the products. Until tonight my sells looked stupid, now just less so. The lesson is that trends end. Expectations get too high, stocks get too …

Dudes…Everyone in the Stock Pool!

Too easy, but it could always get easier :) . Been surfing the all-time high list for some new and old ideas to replace my recent partial sells. Really want to own more solar and smart alternative stocks. My only two stocks in that space – Ormat (ORA) and First Solar (FSLR) have just been …