Monthly Archives: July 2012

Apple – starting to rot? RIM and Motorola been there!

Disappointing results from Apple this past quarter just may be an early sign of more rot to come .  Being more experienced as a portfolio manager has its advantages…if only because of the benefits of hindsight.  Sexy products have a lifecycle that … Continue reading

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Olympic Rally or the Real McCoy?

Back in early June, I posted Yogi Berra – as good an investment strategist as any! in which I suggested : “If financial turmoil continues unabated and rates remain extremely low, things could go very well for the stock markets, especially … Continue reading

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Beware a German Bund Fight!

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading

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Ride the Kentucky Bourbon Trail – Investment Research?

I have friends who take great pleasure in discussing the latest wine releases, and some who have built temperature and humidity-controlled rooms in their homes to store hundreds of bottles of wine they’ve collected. More surprising, I recently read that … Continue reading

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When to rotate into cyclicals? NOW!

I’ve been preaching for decades (and discussed in both my books ad nauseum) that the right thing to be doing at any point in time is the exact opposite of what everyone else is doing.  If it’s a difficult thing to … Continue reading

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