Value
Positive data from VeraSun Energy
VeraSun Energy (VSE: 0.28 0.00 0.00%) President and CFO Danny Herron presented at the William Blair 28th Annual Growth Stock Conference 2 weeks ago. I listened to the replay, checked out the slide show and took some notes. The presentation was very upbeat, as they usually are. This is a company that has gone from [...]
Special Opportunities quarterly review
Yesterday I gave an overview of the results for the 2nd quarter of the Income Portfolio I track on this site. Today I will do the same for the Special Opportunities Portfolio. First a cut-and-paste of the caveats:
These are not recommendations to buy or sell any securities. The portfolios are for informational purposes only.
Although the [...]
Change of fortune for my 3 problem stocks?
As the end of the 2nd quarter nears, I am getting a few rays of hope from the three stocks that have caused the most head scratching over the last quarter. All three were chosen for this site’s tracking portfolios as well as my personal accounts because they appeared to be good companies that the [...]
“Now’s the time to buy and hold”
Now’s the time to buy and hold, says T. Rowe Price’s Rogers - MarketWatch
Just reading/scanning through the couple of hundred comments shows the T. Rowe Price chief investment officer is probably right. Skip the article linked above, go straight to the comments. (Grab a nice scotch first, I am having a Grant’s).
Quote of the Day
“If you’re a speculator, this is a gruesome market, but if you’re an investor there’s a lot to look forward to,” said Morningstar Managing Director Don Phillips.
Found at: When going gets tough, some fund managers go shopping for stocks - MarketWatch
