Wal-Mart's Scandal A "No Issue" For Buffett

In an interview earlier today with CNBC, Warren Buffet expressed very little concern over the super retailer's recent issue with suspected bribery down in Mexico.  Although certainly a black eye for…


We are moving to a new server

To our followers, we are busy posting on a new faster, more reliable server that will be live in less than 48 hours.  Until that time you will notice an absent of posts on the older server.  We'll…


Arthoscope scores 3 on our checklist but very undervalued.

ARTC Arthoscope   This is a checklist I use to quickly come to a conclusion on a stock.  I score a stock, each line getting a 1, 0, or -1.  A stock that scored 1 on each line would be a perfect 10.…


1st. Quarter 2012 Partner Letter

1st Quarter 2012 Partner Letter


Equity Fund Redemptions in April Are Largest in 17 Years - Bloomberg

Here's why April has been a challenging month for money managers.  I've felt like I've been swimming as hard as I can upstream all month just to stay even.     Equity Fund Redemptions in April…


Shell bullish on China shale gas | Reuters

Shell bullish on China shale gas One of my primary thesis is that American know how and technology for oil and gas drilling is way undervalued in the market.  The OIH is very cheap from fear of…


Meru Networks (MERU) for sale, the only question is what price?

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CHART OF THE DAY: Gundlach On Apple Vs. Google - Business Insider

This is from Business Insider which if not particularly right is usually very interesting.  I personally disagree .  I do think Apple will spend some time basing before it takes off again and if I…


Superior Energy Services, is it all a sector story? Score Zero

This is a checklist I use to quickly come to a conclusion on a stock.  I score a stock, each line getting a 1, 0, or -1.  A stock  that scored 1 on each line would be a perfect 10.  Buy it! Some of…