Week of August 12th

Last week was uneventful.  The market closed slightly lower for the week.  All of the trading opportunities were from earnings surprises.And there were some great ones there, with Groupon rocketing…


Look ahead for week of August 5th

I've added something unusual this week at my attempt a crystal ball reading, most notably JP Morgan action calendar It's quite extensive 65 pages.  Since all of my 1000 plus trades a quarter clear…


Why NuStar Energy Is a Top 10 Energy Dividend Stock (NS) - Forbes

NS has been a challenging hold at the Fund but we continue to have faith. At least we are getting paid well to wait.  I talked with IR Friday about the unusual weakness in the stock but they had no…


Activist shareholders step up pressure on perennial under performer Nabors Industries

On January 23, a new Reuters article stated that Pamplona Capital has disclosed an 8.8% stake in Nabors Industries and that it is having discussions with the company. This could be another sign of…


Week of Worry

With the market at new highs and the end of the month nigh, money managers will have itchy trigger fingers.  And the market will give them lots of things to shoot at including: Monday USA Pending…


Hedge funds gripped by crisis of performance - FT.com

If you think your hedge fund has been lagging the market, you're not alone.  Apparently its gotten harder to beat the market.  Not that its ever been easy but this seems to bear out what I have…


E- cigarettes are a game changer

We are long MO and LO.  Altria launches their much anticipated e cigarette August 1 on a limited roll out.  I expect cigarette usage to radically change.  E cigarettes are what the car was to horse…


10 Best Growth-Stock ETFs for 2013 - TheStreet Ratings

10 Best Growth-Stock ETFs for 2013Top-Rated ETFs Growth is hot.  It's outperforming value.  These ETFS are a good way to play it   Top Domestic Growth ETFs as of 6/30/13 Fund Name Get Info…