Cisco, RIM Follow-Ups

Apparently, someone at the Motley Fool agrees Cisco (CSCO) is cheap at these prices (~$17): http://www.fool.com/investing/value/2011/04/26/does-cisco-systems-deserve-a-spot-in-your-portfoli.aspx Not that having others agree with us should mean anything – confirmation bias is hugely detrimental to successful investing and must be guarded against at all times. At times, investors must have enough courage of their convictions to take [...]

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5 Retail & Tech Stocks Worth A Look

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Cisco Too Cheap To Ignore

Cisco Systems, Inc (CSCO) is the leading maker of networking equipment for business/enterprise applications. With a 70% share in the ethernet switching market, Cisco is well-positioned to take advantage of the continued growth of data transfer via networks and the internet. The company’s dominant position translates to stellar free cash flow generation and its balance [...]

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Is Gold Roller-Coaster A Safe Ride?

Last week, I closed my Yamana Gold (AUY) April 2011 $13 covered call position at $0.22 per contract with the stock trading at $12.80, near its strike price. By week’s end, AUY traded up to $13.30, justifying the trade for the time being. I initially opened this position at $0.47 late last year so a [...]

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2011 YTD Portfolio Results, Blog Status Update

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +8.1% through Apr 6th, 2011 (my actual IRR, including cash balance) DJIA: +7.3% Nasdaq: +5.5% S&P 500: +6.2% DJ Wilshire 5000: +6.5% Russell 2000 (smallcap): +9.0% As some of you know, I have decided to close down the EA-Premium service. I must thank all the wonderful supporters — they [...]

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