Portfolio Holdings 10-2-14

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This is when you make money- sellers are unloading while insiders and corporate mergers are growing

I don't know why the market is selling off and I really don't care.  Markets are occasionally irrational.  What's striking about this sell off is that I have the largest amounts of stocks on my…


The Real Reason PayPal Isn’t an Apple Pay Preferred Partner | Bank Innovation

The Real Reason PayPal Isn’t an Apple Pay Preferred Partner SEPTEMBER 30, 2014 BY IAN KAR Earlier this month, before Apple Pay came out, Bank Innovation wrote that Apple and PayPal had been involved…


Wall Street is all about the people with conviction taking money away from those without it

Angie's List (ANGI), up 25.6% following Financial Times report that the company is exploring a potential sale.. Wall Street is all about the people with conviction taking money away from those…


The Fed's rosy scenario- everything comes out just fine like a Hollywood script

14:09 ECONX Fed Projections- September Update Variable Central Tendency (Sept 2014) 2014 2015 2016 2017 Longer Run Change in real GDP 2.0 to 2.2 2.6 to 3.0 2.6 to 2.9 2.3 to 2.5 June…


Our Investment Survival Workshop- "investing at all time highs sold out"

Due to demand we are running our workshop two days this week.  The Thursday workshop has sold out and we are running one Friday as well.   Go to the Investment Survival Workshop for more details or…


Inflation Robs the Bull of Its Run - Barrons

by GENE EPSTEIN If you adjust by the consumer price index, the bull market looks way overrated.The Standard & Poors 500 index has "now logged 33 all-time highs this year," reported the Associated…


Conn's- is it a con?

If a Company Won’t Talk, Its Former Employees Will SEPT. 13, 2014By DAVID SEGAL We were attracted to this beaten up home electronics retailer after it fell from $45 to $30 and insider's stepped up to…


Apple: Don't Listen to the Doomsayers - Barron's

By TIERNAN RAY Sept. 13, 2014 2:42 a.m. ET Apple has a couple of interesting challenges ahead—for itself and its stock. Last week, at a lavish media event in its hometown of Cupertino, Calif., the…


Portfolio holdings 9-11-14

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