FeedPosted Jul 2nd 2009 6:00PM by Sheldon Liber (RSS feed)
Filed under: Rants and raves, Competitive strategy, General Electric (GE), Diageo plc (DEO), Anadarko Petroleum (APC), Wells Fargo (WFC), Chasing Value, Commodities, Anglo American (AAUKY), S and P 500, DJIA, Stocks to Buy, Intuitive Surgical Inc (ISRG), NASDAQ, Annaly Capital Management (NLY), Best Stocks for 2009, American Eagle Outfitters (AEO), EZCORP (EZPW)
The second quarter is now behind us and for the most part it was a positive one in terms of the market pushing higher almost 40%. This is the second review of my 2009 stock picks through June 30 (see: Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more). There was a lot of talk about green shoots this past quarter as Wall Street was looking for any small bit of optimistic data to support the market.
The federal printing presses continued to run at full speed pushing the dollar lower and oil prices higher. While the feds were printing money to cover their deficits, the States do not have that same luxury and many of them are having trouble balancing their budgets to the tune of billions of dollars.
Continue reading Chasing Value: 2009 picks 731% better than S&P -- 2nd quarter review
Posted May 11th 2009 1:30PM by Sheldon Liber (RSS feed)
Filed under: General Electric (GE), Diageo plc (DEO), Anadarko Petroleum (APC), Wells Fargo (WFC), Chasing Value, Anglo American (AAUKY), Intuitive Surgical Inc (ISRG), Annaly Capital Management (NLY), Best Stocks for 2009, American Eagle Outfitters (AEO), EZCORP (EZPW)
The 2009 clock is ticking loudly. Last December I posted
Chasing Value: 9 picks for 2009 -- APC, GE, ISRG, WFC and more. This is the first follow-up, four months later, through April 30 2009.
The year started off with continued turbulence. We have a new president, Barack Obama, who will boldly lead us where no man has gone before --
trillions further in debt, most likely.
Not that this is his doing, but it is his chosen calling, and right now he is calling out to the Congress to move forward on various contentious budget proposals and continued federal stimulus packages.
Continue reading Chasing Value: 2009 picks -- 1st review
Posted Feb 9th 2009 2:00PM by Sheldon Liber (RSS feed)
Filed under: General Electric (GE), Diageo plc (DEO), Anadarko Petroleum (APC), Wells Fargo (WFC), Chasing Value, Anglo American (AAUKY), Stocks to Buy, Intuitive Surgical Inc (ISRG), Annaly Capital Management (NLY), Best Stocks for 2009, American Eagle Outfitters (AEO), EZCORP (EZPW)
The 2009 clock is ticking loudly. The year has started off with a lot of continued turbulence. We have a new president, Barack Obama, who will boldly lead us where no man has gone before -- two trillion further in debt, most likely.
Not that this is his doing, but it is his chosen calling, and right now he is calling out to the Senate minority to compromise, and get yet another federal stimulus package off the shelf and out the door.
Continue reading Chasing Value: 2009 picks -- news and views
Perhaps EZCorp (NASDAQ: EZPW) will have to create a section for surfboards and snakebite kits to accommodate the customers they hope to gain in Australia by investing in pawn shop operators, Cash Converters International Ltd.
This has been a good year for many stock pickers and my 
Six top trades for the rest of 2009
Senator Sanders proposes legislation to break up large banks
Closing Bell: Unemployment must not be relevant (GE, ACOM, FNM, ZIOP, MOT, NVDA)
