From: October 2006

The Apple Shocker – NOT

I have been way wrong on Dell. I was adamant about avoiding the stock in the low 20’s. Sorry. It has rallied 15 percent, maybe a little less as today it is down 5 percent. I can live with being wrong on Dell the Dog, because of my bullishness on Apple which is up another …

Opinions are like Assholes….

The pans are now coming in and it helps. It helps to see what people really think about you and not just back patters. Here is what I see at Wallstrip: An evergreen subject. Strength is always around in the global markets. A good strategy. Buying strength works (of course you need to have money …

Chipotle's Rocks!

It is well below it’s all-time high and priced for perfection, but Chipotle’s is one of those companies that I will break my rules to own. I own it and my fund owns it. I have written about it often and had very good success with the stock. Restaurant stocks are hard to own. The …