Our 10 largest positions in order of size- subject to change
1. Tap Molson Coors 2. NLC Nalco Holding 3. AXP American Express 4. AAPL Apple 5. AMSC American Supercondcutor 6. OSTK Overstock 7. Cullen Frost CFR 8. BAC Bank of America 9. PG…
MBI- I'm very curious about this one- Earnings tomorrow
CEO Brown bought 100,000 shares of this mortage insurer in Nov 2010 at 10. The media has had lots of play about mortage irregularities and the potential of claims MBI and others might have against…
50% in cash now and waiting
The last couple of days for us have been very frustating. We were perfectly positioned going into the President's Day weekend and suffered almost no losses on Tuesday. I wish we could say we have…
We have traded…NLC shows a good setup at 27
Remember the company that supplied all the dispersant from the Gulf oil spill. Well Nalco, NLC is an interesting company that has been on a bull run. It pulled back after this quarter's earnings.…
If you had any doubts how actionable and good these ideas are, look at our last post on Dell and Visa
We don’t like people gloating but…