Are You Aggressive or Conservative? Better Check Your Beta..

By: Harvey Sax   A lot of that depends on the beta of your portfolio.  But before we get into all of that, let’s go over just what beta is. Stock Beta is a ratio that indicates how a stock…


Facebook Under Fire as it Approaches IPO

I'm sick of Facebook.  The name makes me cringe…


Want to be Romney Rich? It's not hard, just follow the Dividend..

For those of you long AAPL yesterday, the paltry 6% or so gain on the most impressive numbers that we've seen to date from the tech giant were a bit depressing.  The fact that every single metric…


Google vs. Apple

As I sit here typing out this post on my MacBook, occasionally running a question by Siri on my iPhone just for the heck of it, I can't help but notice I've been blindsided by the Apple lifestyle...…


The Week Ahead: Apple-HTC Smartphone Suit Moves Toward Ruling in U.S. - WSJ.com

Judgment Day Looms for Apple, HTC   By IAN SHERR Apple Inc.'s claims that some smartphones running Google Inc.'s Android software copy its inventions are approaching their first big judgment day…


DJ UPDATE: US Judge Rejects Apple Request To Ban Samsung Galaxy Sales

I don't think this will impact our pairs trade much but it certainly blows apart the thesis.  The bottom line is that Apple's chart looks more bullish than Google's this week.  There may be a short…


Weekend Reading Links

The weekend is always a great time to catch up on some of the week's reading you missed...


Morgan Stanley's Focus Growth Fund: A Brief Analysis

by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre…