Archive for September, 2007
Followup: Thornburg Mortgage
Thornburg Mortgage (TMA: 0.42 +0.08 +23.53%) gave an almost 2 hour conference call today to review the steps the company has taken to shore up its financial position following the recent mortgage meltdown and hammering of Thornburg’s stock price. During the credit crisis the company lost access to credit markets to fund new mortgages and [...]
Mystery stock up 50% in One Month
Note really a mystery, but Gigamedia Ltd. (GIGM: 11.96 +0.47 +4.09%) has increased in value 50% since its low in early August. The mystery is that in that time there has been very little written about the company outside of the little lists Motley Fool puts together on a daily basis. Forbes.com had a nice [...]
Looking for dividends in uncertain times
As the market gyrates with the higher swings we have seen over the last couple of months, my thoughts turn to dividends. I like the thought of dividends for two reasons:
A dividend is a nice piece of good news when everything else is going in the crapper.
Dividends provide cash to buy some of those stocks [...]
Watch List Additions: Alternative Energy
As oil prices stay high I am doing more and more research into alternative energy companies. This area ranges from start ups with what they hope is the next big thing, trading for pennies in the pink sheets to some large cap companies like ADM (ADM: 25.93 +0.23 +0.89%) and Conoco (COP: 83.31 -0.16 -0.19%), [...]
Thornburg Mortgage - Mid Quarter Conference Call
Regular readers know I have tried to be a chronicler of Thornburg’s (TMA: 0.42 +0.08 +23.53%) recent market meltdown. I have also been a buyer of the stock and tried to put a balanced but positive spin on the future prospects of the company. I have owned stock in the company for several years and [...]



