Wednesday, September 26, 2012

Olstein Bullish on Dupont & Cisco

Bob Olstein on CNBC TV talking Cisco & Dupont

Olstein Eyes Microsoft & Intel

Bob Olstein on Bloomberg TV talking Free Cash Flow Yield

A Fleckenstein Motto: "Often Wrong, Never in Doubt"

 "You learn from your mistakes. That, of course, costs money, but it is the tuition we must pay to Mr. Market to gain the knowledge ("experience") that we need to be successful in the long run." - Bill Fleckenstein


Why investing seems so hard these days

Thursday, September 13, 2012

29 Stockdiagnostics Upgrades Acquired in 9 months


companytickerdate$ Upgrade$ CloseTime% Return
Mediware information MEDW9/12/2012$8.18 $21.86 5y 4m167%
KSW, Inc.KSW9/11/2012$2.78 $4.97 2 years79%
Kenexa Corp.KNXA8/27/2012$22.19 $46.00 1 year109%
Dollar Thrifty Auto GrpDTG8/28/2012$54.06 $87.08 17 months61%
Micronetics Inc.NOIZ6/11/2012$7.02 $14.80 8 months 111%
U.S. Home SystemsUSHS8/7/2012$4.91 $12.50 1year155%
Authen Tec, Inc.AUTH7/28/2012$3.02 $8.42 8 months179%
Rail AmericaRA7/23/2012$10.37 $27.25 22 months163%
Amerigroup Corp.AGP7/9/2012$38.96 $92.00 23 months136%
Amylin PharmaceuticaAMLN6/29/2012$12.51 $31.00 13 months145%
Integramed AmericaINMD6/11/2012$10.30 $13.68 15 months32%
Edgar Online, Inc.EDGR5/23/2011$0.76 $1.08 9 months42%
Aribe Inc.ARBA5/22/2011$7.34 $45.00 6 years513%
Golfsmith It'l Hold,IncGOLF5/14/2012$4.15 $6.10 14 months47%
GTSI CorporationGTSI5/14/2012$5.00 $7.71 1 year54%
Cost Plus, Inc.CPWM5/10/2012$4.58 $22.00 2 years380%
Easy Link Service IntESIC5/3/2012$1.80 $7.16 29 months302%
Charming ShoppesCHRS5/2/2012$4.18 $7.35 13 months75%
Ardea Biosciences IncRDEA4/24/2012$3.35 $32.00 6 years855%
Knology Inc.KNOL4/18/2012$9.91 $19.75 6 years99%
X-Rite, IncorporatedXRIT4/11/2012$1.97 $5.54 3 years181%
Transcend ServicesTRCR3/8/2012$14.64 $29.18 5 years100%
CH Energy Group,IncCHG3/6/2012$50.67 $66.60 9 months31%
Sera Care Life ScienceSRLS3/6/2012$0.90 $3.97 3 years342%
Taleo CorporationTLEO2/10/2012$8.00 $45.00 3 years469%
Pep Boys-Many,Moe,JPBY1/31/2012$9.58 $15.00 5 months56%
Novellus Systems IncNVLS12/15/2011$26.00 $44.00 16 months70%
Demand Tec, Inc.DMAN12/9/2012$5.45 $13.20 5 months70%
Success Factors, Inc.SFSF12/4/2011$7.75 $40.00 3 years416%

Monday, September 10, 2012

Titan Reports, Misses, Cuts, ....Drops

Titan Machinery (TITN) an Equities Reearch warning from last week reported numbers this morning (except for it's statement of cash flow) and stock is down 20% under $20 in early trading.