Trend Following

  • Turtles on Wallstrip
    Posted by on March 29th, 2007 at 10:47 pm, Comments: 1 comment

    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 [...]

  • Homebuilders – Welcome to Value Trap HELL!
    Posted by on March 27th, 2007 at 9:13 pm, Comments: 1 comment

    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. [...]

  • 'Charge it' on Wallstrip… with MasterCard Incorporated (MA)
    Posted by on March 27th, 2007 at 8:37 pm, Comments: No comments yet

    I have never used a MasterCard. They obviously have one of the best ad campaigns on television with their ‘Priceless’ series, but still, I have [...]

  • Wallstrip goes All Gore…
    Posted by on March 19th, 2007 at 11:08 pm, Comments: 3 comments

    If there is one area of alternative energy that makes sense to me financially, it’s tapping sunlight. It is time to Wallstrip THE SUN and [...]

  • Turtle Trading
    Posted by on March 19th, 2007 at 10:06 pm, Comments: 4 comments

    When my friends Eric and Cole started talking about turtles in 2000, I was not interested in an office pet. Who knew… I started investing [...]

  • Nuance Communications (NUAN) on Wallstrip
    Posted by on March 12th, 2007 at 10:51 pm, Comments: No comments yet

    I have been on this one early and it has been a good ride so far. Back in February 2006, I detailed my reasons why [...]

  • Black Tuesday
    Posted by on February 27th, 2007 at 6:13 pm, Comments: 6 comments

    It’s official. It’s Black and it’s Tuesday. I was in meetings today and missed the main action. I have now been out of the office [...]

  • China clamping down on Speculation? The real news is the US Dollar reaction
    Posted by on February 27th, 2007 at 11:33 am, Comments: 2 comments

    It is now the largest decline in a decade. Big Woop. It’s a fart. The index was up way over 120 percent last year. No [...]

  • Profit from Spanktravision and Strip Clubs…Finally
    Posted by on February 25th, 2007 at 8:44 pm, Comments: 3 comments

    What can I say…It is on my mind the last 24 hours after watching David Spade alone in his hotel room in Tommy Boy. Porn [...]

  • Homebuilders – The NEW Value Trap
    Posted by on February 23rd, 2007 at 3:57 pm, Comments: 2 comments

    Five years from now when the homebuilding stocks are 20-30 percent lower and marking time, small investors will all own shares in what the institutions [...]

  • Subprime Lenders – Trends End
    Posted by on February 21st, 2007 at 10:43 pm, Comments: 1 comment

    Let’s take a look at Subprime lender Novastar Financial (NFI). I guess if you are short, the trend has been great. I don’t short so [...]

  • Tech IPO's back in Vogue
    Posted by on February 21st, 2007 at 2:35 pm, Comments: No comments yet

    In my December theme predictions for 2007, I was bullish on IPO’s . I got bullish on this blog back in early 2006 because there [...]

  • The "Trend is Your Friend" but Trends END.
    Posted by on February 21st, 2007 at 8:27 am, Comments: 3 comments

    This bull market is ripping away day after day and is making people like me look smart. It’s not supposed to be easy. it is [...]

  • Dude…Stocks are on Fire – Part TROIS
    Posted by on February 9th, 2007 at 5:11 pm, Comments: No comments yet

    So stocks were poleaxed today and they were due for a comeuppance. The market is due for a big rest and it feels good to [...]

  • DUDE….Stocks are on Fire…Part DEUX
    Posted by on February 8th, 2007 at 2:44 pm, Comments: 7 comments

    I forgot to mention a few of my fave longs that I own and have been following here… Chipotles – CMG – Don’t know how [...]