We’re in the final stretch of 2011, and I say good riddance! The market has been so volatile, I’ve exhausted my supply of Pepto Bismol. This up-and-down nature of the market is really evident when you examine… Read More
Growth Investing
Take your mind back to the third quarter of 2011. Companies were posting robust profits and investors were wading back into the market, helping to fuel a 15% gain in the S&P 500 from early October to the second week of November. But… Read More
A regular scan of Securities and Exchange Commission (SEC) filings by corporate insiders can point the way to great investment opportunities. These officers and directors use their own funds to snap up their company’s stock on the open… Read More
Score one for David Einhorn. The high-profile short-seller recently gave a series of speeches outlining concerns about one of the top-gaining stocks in 2011: Green Mountain Coffee Roasters (Nasdaq: GMCR). I recently looked at whether the stock might head to $120, as one sell-side analyst predicted, or would fall from… Read More
The stock market plunge in the last two months of the summer was, in hindsight, a clear overreaction. But the subsequent sharp rally may also be a false signal. Simply put, the economy remains unhealthy, Washington… Read More
Ever since the stock market began plunging in late July, a wide range of companies that had intended to conduct an Initial Public Offering (IPO) changed their mind. S-1 registrations that were on file with the Securities &… Read More
Despite the ongoing debt crisis in Europe, and the insane market volatility that comes with it, I’m going to go out on a limb and say the economy has turned a corner. In the long run, I… Read More
When a company breaks itself apart, investors get a number of unique opportunities to profit. First, there’s an initial financial information vacuum, since it takes time for the new, independent businesses to report results on their own. Second, spinoffs can result in better-run businesses… Read More
Congratulations to the founders and early investors in Groupon (Nasdaq: GRPN). What was just a humble new business idea a few short years ago is now valued at about $18 billion. That’s a higher valuation than RadioShack (NYSE: RSH), The Washington Post Co. (NYSE: WPO), U.S. Steel (NYSE: X), Whirlpool… Read More
Earlier in October, the gambling industry held one of its main conferences of the year in Las Vegas, The Global Gaming Expo, or G2E. The event gives gaming professionals the opportunity to see the new products industry suppliers are selling, as well as talk with the companies and their management… Read More