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How to Get Big Returns From Small Stocks

Wed Nov 18th, 2009

Josh Lipton

A 40-year veteran of small-cap investing, Bill Nasgovitz never used to concern himself much with the broader macro picture of the US economy. A dedicated, bottoms-up value investor, Nasgovitz simply

Homebuilders Win Senate Vote, Everyone Else Loses

Thu Nov 5th, 2009

Mike Mish Shedlock

The Senate approved yet another plan to stimulate the economy. It's called, throwing $33 billion at homebuilders. This is, of course, doing nothing but giving money to the greedy people that helped c

Fighting a Battle, Redstone Lightens CBS and Viacom Load

Wed Oct 14th, 2009

Scott Reeves

National Amusements plans to sell a portion of its stock in CBS Corporation (CBS) and Viacom (VIA) to repay debt. National Amusements has no plans to further reduce its holdings in CBS or Viacom and

Upgrades & Downgrades: A Toast to Financials

Mon Oct 5th, 2009

Justin Sharon

The S&P 500 posted its best third quarter performance since the breakup of The Beatles but fell for a second successive week after the unemployment rate rose to a level last seen in 1983. Stocks

Google to Web: Discuss Among Yourselves

Thu Sep 24th, 2009

Mike Schuster

On Wednesday, Google (GOOG) unveiled a new add-on to its Google Toolbar in which users are able to comment on any website they visit.Dubbed Google Sidewiki, the feature opens a side panel where comme

How to Bullet-Proof Your Portfolio for Deflation

Wed Sep 16th, 2009

Josh Lipton

When it comes to portfolio construction, perhaps the most important and basic question investors must answer is this: Are we confronting an environment of rising or falling prices in the future? It&r

Fed's Dual Mandate is Mission Impossible

Fri Aug 28th, 2009

Mike Mish Shedlock

While market participants are giddy with thoughts of a V-Shaped Recovery and Bernanke is taking victory laps celebrating the Orwellian madness "We Saved The World," other members of the Fed

Unilever Delivers In Europe, Homesick in US

Thu Aug 6th, 2009

Justin Sharon

Minyan Morning Memo One to watch: Early this morning while you were sleeping, Anglo-Dutch consumer products company Unilever (UL) reported earnings. Though the results appeared to be in the eye of th

Banks to Reduce Foreign Footprint, Bottom Lines

Mon Jul 20th, 2009

Minyan Peter

If you haven't already read John Mauldin's piece this morning on the challenges facing European banks, I encourage you to do so. In it, he discusses the fact that many European banks are far greater

Time to Get Bullish on Japan?

Tue Jun 30th, 2009

Keith Fitz-Gerald

Mention Japan, and many people think of kabuki, castles, and samurai. Mention investing in Japan, and the image of an impenetrable wall comes to mind. I’ve been extremely fortunate to have seen
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