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	<title>The Enlightened American</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Mon, 08 Feb 2010 21:07:00 +0000</lastBuildDate>
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		<title>Dollar Trouble &#8211; Much Ado About Nothing?</title>
		<link>http://enlightened-american.com/2010/02/08/dollar-trouble-much-ado-about-nothing</link>
		<comments>http://enlightened-american.com/2010/02/08/dollar-trouble-much-ado-about-nothing#comments</comments>
		<pubDate>Mon, 08 Feb 2010 21:07:00 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[US dollar]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=618</guid>
		<description><![CDATA[That&#8217;s what this Bloomberg article suggests:
Weak Dollar Illusory as Correlated Trade Shows Gains
It is always beneficial to confront our own beliefs and analyses. For those of us fearing for the long-term future of the US economy, this article puts a different light on the widely disseminated fact that the dollar has lost most of its [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/08/dollar-trouble-much-ado-about-nothing/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Book Review &#8211; Extreme Value Hedging: How Activist Hedge Fund Managers Are Taking on the World</title>
		<link>http://enlightened-american.com/2010/02/04/book-review-extreme-value-hedging-how-activist-hedge-fund-managers-are-taking-on-the-world</link>
		<comments>http://enlightened-american.com/2010/02/04/book-review-extreme-value-hedging-how-activist-hedge-fund-managers-are-taking-on-the-world#comments</comments>
		<pubDate>Thu, 04 Feb 2010 22:20:44 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Book Reviews]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=615</guid>
		<description><![CDATA[
AUTHOR: Ronald Orol
RATING: 6 of 10
Highlights:

A strong introduction and overview to activist investing for the uninitiated.
Good coverage of the various methods activist investors use to agitate for change at target corporations.
Touches on some history and important milestones, like the junk bond explosion of the 1980&#8217;s and the corporate scandals in the early 2000&#8217;s.

Weak Points

Too basic [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/04/book-review-extreme-value-hedging-how-activist-hedge-fund-managers-are-taking-on-the-world/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Portfolio -2.3% YTD Through February</title>
		<link>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february</link>
		<comments>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february#comments</comments>
		<pubDate>Mon, 01 Feb 2010 18:35:44 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[MAXX]]></category>
		<category><![CDATA[MFN]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[uri]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=613</guid>
		<description><![CDATA[THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

Enlightened-American Portfolio: -2.3% through Jan, 2010 (my actual IRR, including cash balance)
DJIA: -3.5%
Nasdaq: -5.4%
S&#38;P 500: -3.7%
DJ Wilshire 5000: -3.5%
Russell 2000 (smallcap): -5.1%

Our portfolio outpaced all major indices thus far out of the gate in 2010. As always, this outperformance can not be attributed to any sterling market calls. Yes, I was expecting [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Do The Right Thing: Walk Away</title>
		<link>http://enlightened-american.com/2010/01/26/do-the-right-thing-walk-away</link>
		<comments>http://enlightened-american.com/2010/01/26/do-the-right-thing-walk-away#comments</comments>
		<pubDate>Wed, 27 Jan 2010 00:48:47 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Misc.]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[housing market]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=611</guid>
		<description><![CDATA[Since I am based in California, much of the past season&#8217;s holiday conversation covered an unfortunate topic: the housing market. More specifically, we had more than a few family and friends in various stages of mortgage distress, from being underwater to walking away.
Some people were slightly embarrassed about their situation but in an era where [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/26/do-the-right-thing-walk-away/feed</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Obama Pays The Price For Impotence</title>
		<link>http://enlightened-american.com/2010/01/20/obama-pays-the-price-for-impotence</link>
		<comments>http://enlightened-american.com/2010/01/20/obama-pays-the-price-for-impotence#comments</comments>
		<pubDate>Wed, 20 Jan 2010 19:39:39 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Politics]]></category>
		<category><![CDATA[barack obama]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=607</guid>
		<description><![CDATA[The upset results of the Massachusetts US Senate special election are being widely dissected by pundits looking for explanations and ramifications coming out of this election. The obvious culprit  is &#8220;Obamacare&#8221; but as with most things in life, the explanation is not so singular. However, make no mistake: President Obama bears nearly full blame for [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/20/obama-pays-the-price-for-impotence/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Stock Screen: Dogs of the Dow</title>
		<link>http://enlightened-american.com/2010/01/19/stock-screen-dogs-of-the-dow</link>
		<comments>http://enlightened-american.com/2010/01/19/stock-screen-dogs-of-the-dow#comments</comments>
		<pubDate>Tue, 19 Jan 2010 21:33:34 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[stock screen]]></category>
		<category><![CDATA[BA]]></category>
		<category><![CDATA[CVX]]></category>
		<category><![CDATA[DD]]></category>
		<category><![CDATA[HD]]></category>
		<category><![CDATA[KFT]]></category>
		<category><![CDATA[MCD]]></category>
		<category><![CDATA[MRK]]></category>
		<category><![CDATA[PFE]]></category>
		<category><![CDATA[T]]></category>
		<category><![CDATA[VZ]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=604</guid>
		<description><![CDATA[The Dogs of the Dow strategy seems to be a popular topic as Barron&#8217;s ran a feature article on the 2010 batch a few days after I ran this screen for premium members. Readers can find some useful background and historical results information from the Barron&#8217;s site [$].
The Dogs of the Dow is a well-known, [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/19/stock-screen-dogs-of-the-dow/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Stock Screen: Stocks Priced Below Net Cash</title>
		<link>http://enlightened-american.com/2010/01/12/stock-screen-stocks-priced-below-net-cash</link>
		<comments>http://enlightened-american.com/2010/01/12/stock-screen-stocks-priced-below-net-cash#comments</comments>
		<pubDate>Tue, 12 Jan 2010 18:24:02 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[stock screen]]></category>
		<category><![CDATA[ATRN]]></category>
		<category><![CDATA[BNSO]]></category>
		<category><![CDATA[CNVR]]></category>
		<category><![CDATA[EDCI]]></category>
		<category><![CDATA[HLYS]]></category>
		<category><![CDATA[ICGN]]></category>
		<category><![CDATA[MDTH]]></category>
		<category><![CDATA[MHJ]]></category>
		<category><![CDATA[OPMR]]></category>
		<category><![CDATA[PDII]]></category>
		<category><![CDATA[QXM]]></category>
		<category><![CDATA[RCON]]></category>
		<category><![CDATA[SAPX]]></category>
		<category><![CDATA[TA]]></category>
		<category><![CDATA[TSTF]]></category>
		<category><![CDATA[XING]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=599</guid>
		<description><![CDATA[View the results of this stock screen in spreadsheet format.
In any endeavor, it is imperative to recognize any biases or blind spots that may encumber us. My screening process is heavily oriented toward cash flowing companies. It is hard to go wrong with buying strong cash-generating companies at cheap prices. But I recognize that value [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/12/stock-screen-stocks-priced-below-net-cash/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Who&#8217;s The Sucker? It Could Be You</title>
		<link>http://enlightened-american.com/2010/01/11/whos-the-sucker-it-could-be-you</link>
		<comments>http://enlightened-american.com/2010/01/11/whos-the-sucker-it-could-be-you#comments</comments>
		<pubDate>Mon, 11 Jan 2010 20:20:26 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[private equity]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=596</guid>
		<description><![CDATA[Today&#8217;s Wall Street Journal carried an article on the outlook for 2010 IPO&#8217;s and how private-equity exits may comprise a large number of new issues coming to market.
I could not help but be reminded of another IPO, not of a private-equity sponsored firm, but of an actual private equity firm &#8212; in fact, the largest [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/11/whos-the-sucker-it-could-be-you/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Opportunistic Coat-tailing Stock Screen</title>
		<link>http://enlightened-american.com/2010/01/07/opportunistic-coat-tailing-stock-screen</link>
		<comments>http://enlightened-american.com/2010/01/07/opportunistic-coat-tailing-stock-screen#comments</comments>
		<pubDate>Thu, 07 Jan 2010 18:40:56 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[stock screen]]></category>
		<category><![CDATA[AEZS]]></category>
		<category><![CDATA[ALKS]]></category>
		<category><![CDATA[ATRN]]></category>
		<category><![CDATA[BIIB]]></category>
		<category><![CDATA[DRRX]]></category>
		<category><![CDATA[FUQI]]></category>
		<category><![CDATA[HURN]]></category>
		<category><![CDATA[IBKR]]></category>
		<category><![CDATA[INFI]]></category>
		<category><![CDATA[SBCF]]></category>
		<category><![CDATA[WXCO]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=594</guid>
		<description><![CDATA[My latest stock screen post is now available on gurufocus.com, where I am a contributor. From time to time, I will be publishing exclusive posts at that site. In the latest screen, I look at picks of respected value investors which have lagged since being bought by those managers. You can find the post here:
Opportunistic [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/07/opportunistic-coat-tailing-stock-screen/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Enlightened American Portfolio Gains 40% In 2009</title>
		<link>http://enlightened-american.com/2010/01/04/enlightened-american-portfolio-gains-40-in-2009</link>
		<comments>http://enlightened-american.com/2010/01/04/enlightened-american-portfolio-gains-40-in-2009#comments</comments>
		<pubDate>Mon, 04 Jan 2010 18:54:02 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=574</guid>
		<description><![CDATA[THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

Enlightened-American Portfolio: +39.6% for 2009 (my actual IRR, including cash balance)
DJIA: +18.8%
Nasdaq: +43.9%
S&#38;P 500: +23.5%
DJ Wilshire 5000: +26.5%
Russell 2000 (smallcap): +27.0%

Our portfolio outpaced all major indices with the exception of the NASDAQ. Nevertheless, I could hardly be more pleased with the returns generated in 2009, especially since cash comprised over 30% of [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/01/04/enlightened-american-portfolio-gains-40-in-2009/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
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