Where to Invest These Days

M&A: Falling apart as we speak. Large cap companies that waited to sell off their dogs are now staring at 25% to 50% discounts from what they might have gotten three to six months ago. Rule: If you have done all of your homework, you and your management agree, you have made […]

Posted in Articles, Jul 2007 | No Comments »

Recent Combined Service Rankings of Major Airlines

Jet Blue
Southwest
Air Tran
Northwest
American
Continental
Alaska
U.S.. Air
United (a reason to stay out of Los Angeles, San Francisco, Denver, Chicago and Washington, D.C.)
Delta (a reason to stay out of Atlanta, Cincinnati, Salt Lake and JFK)

A free Starbuck’s coffee to the first person who can correctly […]

Posted in Articles, Jul 2007 | No Comments »

Shifting Sands and Shifting Investments

When the Dow Jones Industrial Average reached close to 14,000 in July of this year – that was only nine or ten weeks ago – we reflected on U.S. equity prices and decided to shift into some Chinese stocks. Whether lucky or smart, the move worked. Most of our transactions took place precisely […]

Posted in Articles, Jul 2007 | No Comments »