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The 10 Most Recent Messages By CMFEldrehad

Take me back to where I was.
  • Date: 10/3/13 4:57 PM
  • Number: 401576
  • Recommendations: 0


If I still have confidence in an investment I won't pare it back, regardless of how big a portion of my portfolio it constitutes.

Sure, there's a risk that one of my (hypothetical) 5-baggers
(Continued...)

  • Date: 2/18/13 5:50 PM
  • Number: 394540
  • Recommendations: 0

"What we can see from the above chart is that most regular investors do not have a way into this market at scale."

Nothing wrong, in my view, in entering the market not at scale.

(Continued...)

  • Date: 1/19/12 6:26 PM
  • Number: 371942
  • Recommendations: 0

When it comes to OTC pumps, CAPS is not a very good reflection of real life.

This is a little off-topic and has nothing to do with Stevia, per se, but CAPS as I understanding isn't
(Continued...)

  • Date: 1/17/12 9:56 AM
  • Number: 371611
  • Recommendations: 0

Or if you consider buying stock in a CCL competitor, might the tragedy dampen entusiasm for criusing in general for a time and impact the other cruise lines?  Again, just something to consider.

  • Date: 1/17/12 9:51 AM
  • Number: 371608
  • Recommendations: 0

CCL is a big company, with a big market cap ($26.6B as of Friday's close). 23% of that is $6B..... for what might cost them $1B. Now the $1B figure was in one of the many articles I read today and is obviously
(Continued...)

  • Date: 1/16/12 9:28 AM
  • Number: 371519
  • Recommendations: 0

I'm curious to see how others have approached portfolio strategy. Have you guys just been as bottoms up as possible (adding all the best ideas regardless of direction) or have you guys taken net exposure into
(Continued...)

  • Date: 1/16/12 9:14 AM
  • Number: 371517
  • Recommendations: 0

I think there's accuracy competition from outside even the top 1000 players (think people with 7 picks and 100% accuracy

Thanks for the kind words, Babo -- just to pick a nit with the
(Continued...)

  • Date: 1/13/12 7:01 PM
  • Number: 371391
  • Recommendations: 0

Yes, the title of this blog post would appear self-congratulatory, but it isn't, honest! If you will kindly indulge me and read on, you'll hopefully agree that it isn't.

Yes, for the
(Continued...)

  • Date: 1/13/12 4:12 PM
  • Number: 371371
  • Recommendations: 0

Yesterday, in CAPS, I red-thumbed Stevia Corp:  STEV.OB

Ouch!

The stock is up somewhere in the neighborhood of 75% today.  Ah well, I'm not worried.

Is it up
(Continued...)

  • Date: 1/12/12 10:39 AM
  • Number: 371249
  • Recommendations: 0

IBM Watson can replace about 50% of our current workforce.....

How does Industrial Capitalism look with 50% unemployment.

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Take me back to where I was.
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