Archive for July, 2010

I am working on a consulting basis with comScore, attempting to selectively build out comScore’s penetration among hedge funds. I will include below a recommendation that I shared with a comScore client who had asked specifically about VistaPrint (VPRT).
This is a perfect example of how I always recommend that investors use comScore data NOT on  [ Read More ]

Kevin McElroy submits:
In Tuesday’s issue of Resource Prospector, I talked about the idea of shorting new commodity ETFs. There’s lots of evidence that new ETFs, especially commodity ETFs, are launched at the height of their popularity, and they can only fall from those heights.
There  [ Read More ]

How to Play the ‘DONK’ Financial Bill

Posted by admin On July 28, 2010 ADD COMMENTS

Brian Kelly submits:

U.S. Banks Go Ba-DONK!

Complete Story »

Be Wary of Commodity ETFs

Posted by admin On July 28, 2010 ADD COMMENTS

Kevin McElroy submits:
On paper, I love socialism, the United Nations and ETFs. On paper, socialism is paradise where we all take equal advantage of each other and enjoy the fruits of the world’s labor for free. The UN is the friendly world-policeman making sure that no one shoplifts  [ Read More ]

Selling Into Strength

Posted by admin On July 28, 2010 ADD COMMENTS

The market is overbought and it’s time to protect our winnings from the past week or so, they are extensive. I peeled back some exposure on the long side from names that had run too far too fast (a great problem to have). They include Titanium Metals Corp. (TIE),   [ Read More ]