Sunday, July 21, 2013

Bought some autodesk

This stock should get further legs as manufacturing and construction start to take off.  

Thursday, July 11, 2013

Conservative Stock Investors Continue to Enter Stock Markets

Who wants to stay in Bonds as interest rates rise?    Even conservative investors will understand that bonds are finished.      Look initially at conservative stocks where there is investment happening. 

Friday, June 7, 2013

Sell in June and buy back soon

Rhyming with June is pretty hard. Given that May was not a bust this year I suspect the summer seasonal downturn will be shorter than normal this year. Also given the housing turnaround I would estimate there will be more solid economic numbers this summer than the last summers. However, the sequestration govt slowdown will likely start to be more noticed in late summer so September and October may be lower than normal. Strangely there are very few geopolitical bear market catalysts effecting the market currently either.

Monday, March 25, 2013

Interesting Discussion on Oligopolies on Mad Money Last Week.

Consolidation over the years has created limited competition among the below businesses:

Airlines - DAL, UAL, AAMRQ

Rental Car Businesses - HTZ, CAR, URI

Rails - CSX, BNFS, NSC, UNP

I was wondering why there was no mention of PEP or KO with is my favorite Oligopoly.    Well maybe I did not get to see all the "Mad Money" episodes perhaps.

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