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End Of Year Pinch-Hit Randoms

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Wishing You A Happy, Healthy, and Wealthy New Year!!

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  • - War's over, man. Wormer dropped the big one.
    - Over? Did you say "over"? Nothing is over until we decide it is! Was it over when the Germans bombed Pearl Harbor? Hell no!
    - Germans?
    - Forget it, he's rolling.
    (Animal House - 1978)

  • GSI Commerce (GSIC) is flying today the old fashioned way: it's a low priced stock mentioned on CNBC yesterday as a possible double for 2005. Due Diligence is back baby!! What I'd really like to know is how the rising "flag" on the chart knew that the "telebubbly" catalyst was just around the corner.

  • If you see Hoofy walking around with my head on his horns tell him to have the good taste not to "hand it back to me". It's done me no good this year and I don't want it.

  • Yesterday's tongue-in-cheek suggestion that if Fannie Mae (FNM) doubled the size of the preferred offering the stock would be up $3 was apparently factually accurate. I am considering developing a new micro model around this type of cutting edge analysis.

  • In doing my annual "mea culpa", it's undisputable that I chose being analytically correct most of the times and losing money, over making money and sucking up my ego. But thanks in part to the lessons learnt on the 'Ville, given these type of losses, my year was a "3-point slam dunk" nonetheless.

  • If someone can explain to me why 6 years ago Cendant Corp. (CD) was crushed 70% for a non-cash restatement of $120M due to fraud, and these days Fannie Mae's (FNM) stock is up for a non-cash restatement of $9b due to fraud, please email me. (Memo to self: see first sentence of prior paragraph; while you play Graham and Dodd, CMGI Inc. (CMGI) is up 100% in a month).

  • Thank you "Iron Horse"!!!

  • Keep a VERY close eye on what's going on in Saudi Arabia. What I hear from my journalist friends in the "old country" is very worrisome.

  • Is anyone reading this?

  • I am estimating that this past year I contributed more than a trivial amount to Starbucks (SBUX) EPS, but I have yet to be long that stock. How stupid is that?

  • It's time to rename the volatility indexes the apathy indexes.

  • I caught up with a broker friend of mine from Morgan Stanley (MWD) and told him I thought Roach's work was very insightful. He started laughing uncontrollably.

  • My "trading" New Year resolution is to listen to the Iron Horse's bond market signals. (Yes, you may interpret this as a partial towel toss by Boo).
Positions in FNM
The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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