More on housing from Boise Csacade

I don't like playing earnings but BCC, this recent IPO has pulled back and may present a bounce opportunity for Monday.  I am doubtful of anything more than a bounce because private equity Dearborn…


The Teflon Market

Not Microsoft, not Google, not Ebay, not even Detroit going bankrupt can bring this market down.  Bad news in one stock or sector is greeted with 52 week highs in another, like Schlumberger and GE…


Apache Sells Shallow-Water Gulf Operations to Fieldwood for $3.75 Billion - WSJ.com

Apache is the second largest position in the Sax Angle Partners Fund Apache to Sell Shallow Gulf Operations for $3.75 BillionSale to Fieldwood Energy Marks Change of Direction as Firm Seeks to Pare…


Property Crushes Hedge Funds in Alternative Markets - Bloomberg

“Why would anyone invest in the stock market?” Hamilton “Tony” James looked up from his notes and peered out at the audience over the rims of his glasses. The investors seated in the…


San Francisco Rents Rattle Tenants, Excite Investors - WSJ.com

  Bay Area Rally Sends Rents Soaring Strong Tech Sector Is Helping Fuel Rising Costs for Tenants; Investors Jump In By JIM CARLTON CONNECT SAN FRANCISCO—When Alexandra Goldman got notice of her…


Portfolio holdings 7-16-13

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Carnival Cruises powers ahead- we see enormous upside from these depressed levels

We  are large owners of CCL , the largest cruise line operator. We initiated a position around $32.95 and have watched it rise to its present price of $36 where it seems to be building a base.  There…


The Investment Survival Workshop comes to Park City again

We will be hosting our 12th Investment Survival Workshop.  Each event highlights different ideas and in these two workshops, we'll talk about finding the next big thing.  Where to look, how to…


Top 10 Performing S&P 500 Stocks of the Second Quarter but here's the shocker

  As the second quarter comes to a close Friday, Benzinga looks back on the best performing stocks of the quarter.  Click below to see the results. And now for the shocker, the best performing…