Archive for September, 2007
20 Stock Portfolio – A New Beginning
The 20 Stock Portfolio page on this blog has been very popular, so I am trying to make it more interesting and useful for myself and those who come and visit. The portfolio is my attempt to follow stock that my research leads me to believe will provide above market returns. The portfolio is not [...]
Yield Curve Steepens: Thoughts by Mark Hulbert & myself
Mark Hulbert has commentary on Market Watch.com concerning the steepening yield curve. To summarize his comments:
A steepening yield curve historically reduces the probability of recession.
The bond timing newsletters he tracks are not making a big deal of the change in the curve.
Overall, the impression is the change in the yield curve really hasn’t affected the [...]
20 Stock Portfolio, changes coming
The 20 Stock Portfolio page I have started on this blog is drawing a lot of hits/views so I have been thinking about some ways to enhance the page and information and to keep to concept of the 20 Stock Portfolio interesting.
I started the Portfolio as a way to keep track of the stocks I [...]
Great advice on investment advice
The man known only by the single letter: T, writing his blog, Investing from the right, is always interesting and to the point. His blog is a great source of information and wisdom from one who has a lot of experience in investing. Today’s post is especially sharp on the value of the numerous [...]
Two Small Cap Triple Plays-A Contrast
This week I have been looking at two companies with a market cap in the $1 billion range, plans and operations in place to triple their business in the next few years and stock prices going in radically different directions. One is in a very old economy non global friendly business and the other is [...]
