From: January 2010

What's Hot: Netflix NFLX

It is hard for me to own Netflix $NFLX because I don’t use the product. I am quickly becoming a minority and now the stock has gapped up to all-time highs. The stock has been volatile since birth, so it would be silly to expect a change going forward. I am tempted to own it, …

What's Hot: Accenture ACN

Even Tiger Woods has not slowed Accenture down. If you can’t do…consult.  If you consult, do a rollup and go public. What seems too high and risky to the majority generally goes higher and what seems low and cheap generally goes lower. – William O’Neil

What's Hot: Buffalo Wild Wings BWLD

Yep Wings…Buffalo Wild Wings $BWLD.  Fat freaking country and so this has made sense. The stock is volatile, too volatile for me, but that makes sense too with the wild swings in weight from the heavily challenged. When I hear  Buffalo, I think of arson, freezing cold, Niagara Falls, The Buffalo Bills and wings.  Only Buffalo …

Greed is Infectious…and Good?

NOBODY talks faster than Paul Kedrosky . He writes so well that you can’t be mad at him for too long either. He was one of my favorite interviews on Wallstrip because of his attitude. From a ‘Big Picture’ he is right on many major trends and gives ‘Great Tweet ‘. Here is his September, …

What's Hot: Rackspace Hosting RAX

Every smart person says $RAX is overvalued. I say many smart people go broke on that argument. The cloud is the buzz and rax is the cloud for many institutions that manage money. All roll-ups end badly, but guessing when is too hard.  Trend guys are making a killing here as the ‘dumb money’. What …