Tag Archives: products

Earnings surprises impotent; Earnings shocks potent!

Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative techniques) it became abundantly clear to me that accurately predicting … Continue reading

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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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Institutional Investors missed the boat….yet again!

Just back from a nice ride on a rented Harley-Davidson motorcycle (in beautiful Arizona), I can’t say that I’m back in the swing of things just yet, but it sure did clear my head. Oh, and an occasional break does … Continue reading

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Goldman Sachs advice scares the beejeebies out of me!

“We think it’s time to say a ‘long good-bye’ to bonds, and embrace the ‘long good buy’ for equities” announces Goldman Sachs! This sort of pronouncement has the ability to turn someone who’s been a diehard bull since 2010 into … Continue reading

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Trees are GOLD in China; but Sino not the only way to play!

If you think the forest products industry is boring, be sure to watch this video.  I recall many years ago being invited to a live demonstration of heli-logging up close and personal on Vancouver Island.  It was a remarkable experience. Trees are gold in … Continue reading

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Gold versus wood – putting passion before wisdom; not for the ‘maverick’ investor.

From Bloomberg yesterday: “Commodities across the board are rallying, aggravating the inflation outlook,” said Chae Un Soo, a Seoul-based trader at KEB Futures Co. “For now, more and more investors are looking to precious metals as a shelter.” Or the … Continue reading

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