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- What's Happening at Apple: Trade Shows
- The Curious Investor submits: By now, everyone knows that Apple AAPL is pulling out of MacWorld Expo after this year. More importantly, Steve Jobs won’t be delivering his annual keynote speech. Instead, Philip Schiller, Apple’s senior vice president of Worldwide Product Marketing, will deliver the keynote address. Following a...
- External links 2008-12-22
- With Oil on the Rebound, Natural Gas Could Follow
- The Curious Investor submits: Above is a graph of various commodity ETFs. The main ticker is [[UNG]] United States Natural Gas Fund, an ETF which tracks prices of natural gas delivered at Henry Hub. [[OIL]] is the iPath Oil ETN. [[JJA]] is the iPath Agricultural Commodities ETN....
- External links 2009-06-03
- Why I'm Sticking With Valero
- The Curious Investor submits: Last week, Valero announced the postponement of a major capex project in Port Arthur, a guidance towards a second quarter loss, and a dilutive stock offering. Basically, a triple whammy that sent the stock tumbling from $22 to $18, a near 18% single day loss....
- External links 2009-06-10
- Why You Should Be in Cash Now
- The Curious Investor submits: The markets have rallied nearly 50% off their lows, but the last two weeks have been decidedly slower. Are we about to correct back downwards? How severe will it be? I’ve been more focused on bottoms-up fundamental stock ideas over the last few months, but having...
- External links 2009-06-17
- ISIS Makes (Anti) Sense (and Value)
- The Curious Investor submits: Since bottoming near the end of 2008, ISIS Pharmaceuticals ISIS has been one of the hottest stocks in the first half of 2009. by The Curious Investor
- External links 2009-08-11
- 3 Steps to Calculating If Apple Is Fairly Valued
- The Curious Investor submits: Apple’s AAPL stock is fast approaching its 52-week high of $177.50, set almost exactly 1-year ago, and seems within striking distance of its all-time high valuation near $200. I wrote at the beginning of the year about Apple’s intrinsic value and recommended buying the stock...
- External links 2009-08-25
- What an Apple Tablet Has to Be
- The Curious Investor submits: Lately, new readers to this site seem to come in two different flavors: People who think that I’m an Apple expert.Mac fanboys upset that I haven’t given a 100% Buy! Buy! Buy! comment on Apple. For those in group 1, I’m sorry to disappoint you,...
- External links 2009-09-05
- McDonald's Shows Value in Products and Customer Service
- The Curious Investor submits: Almost all of us investors have felt the way Bob Chapman or Dan Loeb at one point in our lives. I can’t count the number of times that I’ve wanted to grab a member of management and give him what for. Well, there are times...
- External links 2009-09-17
- 3 Possibilities for the Next Billion Dollar Retailer
- The Curious Investor submits: By now we’ve all heard of Amazon’s near-billion dollar acquisition of Zappos which provided a tremendous return to Zappos’ original investors – Sequoia Capital and Venture Frogs. In fact, they only invested $60 million in the company over seven rounds. And, now, they’re sitting on...
- External links 2009-09-21
- Isis Pharma No Longer Paints a Profoundly Bullish Picture
- The Curious Investor submits: I highlighted Isis Pharmaceuticals ISIS a few weeks ago believing that a sell-off causing a price decline from $19 to $16/share was a prime opportunity to buy a potential high-growth business. It seems, however, that my proclamation may not have been entirely correct. And, post...
- External links 2009-10-05
- Sears Holdings: Technical Analysis Is Not Clairvoyance
- The Curious Investor submits: Been meaning to write this post for a while, but it seems that my patience has paid off as I have even more chart evidence to work with. And, that is the main point of this post. Technical analysis is not a means for predicting...
- External links 2009-10-22
- Is Apple's Stock Headed for a Reversal?
- The Curious Investor submits: I’ve written extensively about Apple this past year. And, not without reason. Investing in the stock has been a very fun ride ($89 – $200 in a little over 6 months). The Company, whether it be delighting users with new products or frustrating users with...
- External links 2009-10-30
- Merger Arbitrage Opportunity With Allied and Ares Capital
- The Curious Investor submits: In my prior post, “Allied Capital Goes from Value Trap to Deep Value,” I made the point that the Ares/Allied acquisition created a potentially interesting merger arbitrage opportunity. As astutely pointed out by commenter BeauZeau at Seeking Alpha, the merger arbitrage opportunity is not quite...
- External links 2009-11-05
- Sears' Q1 Surprise Profits May Be Fleeting
- The Curious Investor submits: Five years ago, the investment world was lauding Eddie Lampert as a “genius” and “the next Warren Buffett.” After taking control of a bankrupt K-Mart and turning it around, he engineered the takeover of the iconic Sears and created what looked to be a potentially...
- External links 2009-05-27
- Should Google Just Keep Hiring?
- The Curious Investor submits: Earlier this year, much hullabaloo was made about Google’s capital allocation decisions. While the traditional acquisitions, cash used in investing activities, and minimum guaranteed payments for ad inventory (i.e. MySpace) were scrutinized, particular media attention was placed on Google’s rate of hiring. Well, according to recent...
- External links 2009-05-18
- What's Happening at Apple: Steve Jobs
- The Curious Investor submits: In part two of my “What’s going on at Apple?” mini-series, I’m wondering what the move to end the decade long tradition of the Stevenote speech at Macworld means to Apple AAPL and its ongoing strategy. While Apple always has its own developers conference and...
- External links 2008-12-22
- What's Happening at Apple: Who Could Replace Steve Jobs?
- The Curious Investor submits: In the final installment of my “What’s going on at Apple?” series (part 1 | part 2), we look forward. Can we Apple AAPL investors feel confident that the company will be in good hands in the event that Steve Jobs decides to step down?...
- External links 2008-12-22
- Valero: Too Good to Be True?
- The Curious Investor submits: I probably should have written about this earlier as I picked up a position in Valero Energy VLO a few weeks ago around the $18-$19 range. The valuations presented here are a bit crude pardon the pun, but in my opinion, an equity investor ought...
- External links 2008-12-24
- How Long Can Abercrombie and Fitch Buck the Retail Trend?
- The Curious Investor submits: Six months ago, I wrote an article highlighting the dangers of seeing a retailer running sales called, “Discounts - Good or Bad?” Little did I know that in the six months following the article, we’d see almost all consumer discretionary retailers discounting more aggressively than...
- External links 2009-01-05
- Apple Will Be Fine!
- The Curious Investor submits: Steve Jobs’ after hours announcement of his medical leave of absence was unexpected. Shareholders are now forced to confront a Jobs-less Apple APPL much earlier than anyone anticipated. The prospect is worrisome and it calls into question how forthright Jobs and Apple have been about...
- External links 2009-01-15
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