I did a podcast interview with Derek Simon at iStockAnalyst. We discussed a variety of subjects from my blog to oil prices and a little discussion re CHK:
http://www.istockanalyst.com/podcast/podcast.xml (Dec 15 2008 podcast)
It’s been a few years since I’ve done any media appearances (back in my political days). I’m not eager to listen to myself [...]
I start with an analogy…I used to be a big fan of that TV show, Friends but toward the end of its run, I got really bored with the show and couldn’t have cared less when it came off the air. And my least favorite character was Joey, so I had absolutely no interest [...]
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +9.6% YTD (including dividends)
DJIA: -14.2%
Nasdaq: -12.3%
S&P 500: -13.7%
DJ WIlshire 5000: -12.6%
Reuters 2000 (smallcap): -6.7%
Due to the commodities correction currently underway, the portfolio performance has dropped considerably from +18.4% [...]
Apologies to regular readers for the slow week. We are moving this weekend and between that, research on various stocks (more on this below) and my obsession with the Democratic primary, I haven’t had much time for posting.
I haven’t posted my reviews of some of the portfolio’s earnings reports lately but I can say [...]
I’m sure many of you have seen the Barron’s cover story this week [$], claiming that the commodities upside is driven mostly by speculators. On a basic level, this is true — all investors are basically “speculating.” But we know that’s not what the author meant.
I don’t mind if someone presents a bearish [...]
As much as I’d love to tackle the infighting among the Democrats, I’m actually referring to the divergence among some prominent value investors. Whitney Tilson, of T2 Partners / Value Investing Insight / the Value Investing Congress / Financial Times, posted a piece on Seeking Alpha about a possible dead-cat bounce in financials. [...]
