Stocks for All Seasons

Value-oriented stock picks and market commentary for the individual investor. This blog provides up-to-date information about stocks, mutual funds, REITs, and ETFs.

Tuesday, September 22, 2009

Marc Faber: Long-term Bear, short-term bull

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Marc Faber isn't the first person to trash the greenback. Interestingly enough, he still likes U.S. stocks, however. He particularly li...

Monday, September 21, 2009

I'm looking elsewhere for value

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Right now, I don't see a lot of value in the U.S. market. The S & P 500 is up over 50% from the March 9th low. Many people are clamo...

Friday, September 18, 2009

I'm not cashing out, but I'm not buying either

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I've written about how I think that this is a sucker's rally several times. I'm stacking cash and waiting for some new bargains...

Thursday, September 17, 2009

Is it too late to buy CMTP?

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I first wrote about China Digital Communications back on July 20th, 2009. Back then it was trading at ridiculously cheap valuations at a pr...

Wednesday, September 16, 2009

I'm getting nervous about this rally

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I wrote about how to play this rally by buying junk stocks. I specifically mentioned McClatchy ( MNI ). When I recommend the stock back on A...

Tuesday, September 15, 2009

Barry Ritholtz knows what he's talking about

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Barry Ritholtz gave a very solid interview to TechTicker recently. It is very reasonable and incorporates a long-term view of the markets....

Monday, September 14, 2009

Bet on Oil?

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In the October 2009 issue of Esquire includes some stock tips from Ken Kurson. Off and on throughout the years, Mr. Kurson has written a c...

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