Posts

Pricing round up, my portfolio review.

Why this isn't a buying opportunity for VW

Investing: some basic thoughts. A "However". A few more thoughts.

Buying opportunity for Disney (DIS)

Thoratec Corp (NASDAQ:THOR)Revisit

Not super sexy, but metals are useful in a growing electronics industry and has general commodity applications. ZINC might be a good value.

Another chance to pick up Twitter as a trade or investment, but which is it?

Investing in American culture and the 300-lb gorilla dictating it or How have I somehow managed to have never written about a company whose name almost always comes up in discussions of capitalism.

Yahoo, not necessarily a bargain at ANY price, but $40 it probably is. At $32 it'd be all but free.

It's not all hot air, but some of it is still pretty warm.

Four years later, what do I think of Netflix?

Maybe diamonds are the (intrinsically worthless) commodity you need.

Is buying aluminum from Denmark better? Nope.

Durable goods are your friend mostly in bad times, but should be picked up in good times, though I'm not sure that's a good argument for American Aluminum.

Oil isn't going anywhere.

Tesla? Yes, but only if the sky is falling.

Aberdeen Asia-Pacific Income Fund Inc? I'm not buying it.