Stocks
Kohlberg, Kravis & Roberts – Blue Chip Stock
If you are a serious investor, you know that learning about the great investors of our time is important, and you no doubt know who Henry Kravis is. Kravis is one of the founders of Kohlberg, Kravis & Roberts or KKR, one of the leading players in the private equity space. The firm was started […]
Investment Banking Giants
Banking stocks have started hitting new lows again. Bank of America (BAC), Citigroup (C), JP Morgan (JPM), Merrill Lynch (MER), and Washington Mutual (WM), just to name a few, have all broken their 52-week lows in the last week. As you can see the industry has been in a freefall, dropping more than 20% in […]
Apple’s Stock Continues To Rise – Due To iPod and iPhone
I love this time of year. The weather in the southwest could not be more comfortable. The heat of the summer has passed and the environment both during the day and at night becomes very comfortable. With daily temperatures in the 80s and evening temps in the 50s I enjoy my morning coffee out on […]
DOW Falls 3,055 Points Today
This is what the headlines would read if today we suffered from the same size correction that occurred on “Black Monday” 20 years ago today. In 1987, the US economy was suffering from rising oil prices, a nearly stagnant economy, and concerns over peace in the Middle East. All of these facts are eerily reminiscent of today’s global […]
Alcoa Reports Disappointing Earnings
Last Tuesday marked the unofficial launch of earnings season when Alcoa (AA) announced their results for the third quarter to the world. To say the least, the market was disappointed. The Aluminum processing giant missed earnings by $0.01 sending the stock into a freefall, and taking the general market with it. Management noted that higher […]
Ebay’s Skype Purchase
Karen works as an attorney in San Francisco. One of her favorite pastimes is to shop. Shop in the big stores off of Union Square, visit the boutiques scattered throughout the city, and most importantly, shopping online. Her passion is, like most women, clothes and shoes. Her love of websites like Amazon.com and craigslist, is […]
Earnings Season Heats Up
This second quarter of earnings season for 2007 is kicking off to a wild start. Oil and other commodity prices have marched upward and technology stocks have continued their bull run. However, to top it all off, the Dow continues to reach new highs and is quickly closing in on the never before achieved 14,000 […]
Portfolio Management
The other day I was reviewing my portfolio and I realized that it’s been a great year so far. I took a quick look at where we started the year and so far the markets in general have been kind to the smart (or lucky) investor. The Dow Jones closed at 13,577, up 8.8%, the […]
The Biggest Mistake In Investing
I’ve been in the investment industry and on “Wall Street” for many years, and over time, I came to realize one important fact. This fact is nothing novel, nothing original, it’s not even hard to observe. Strangely enough, however, most average investors miss this fact. They miss a key bit of investing strategy that can […]
Return On Invested Capital
Are you an average investor? I hope not. Like lemmings over the cliff, average investors seem to grab a tight hold onto anything that has been successful lately. I cite several phenomenon as proof, the tulip bulb bubble in Holland in the 15th century, the 1929 stock market crash, the internet bubble of 2001, and […]



