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Selling into Rallies
The DJIA is up triple digits two days in a row and 3 out of the last 4 days. I am using this opportunity to sell some stocks and increase my short exposure. I just feel that the market needs one strong leg down before I can start buying long positions again. So I have... »
Media Wars Part 2 of 2: Focus on Content and Easy Digital Distribution
In the previous installment of this series, I blogged about how Walmart’s entry into the video download market would not impact companies like Netflix and Apple. In this post, I will disclose the stocks that I believe are poised to succeed from the convergence of digital and traditional media. Yahoo (YHOO) I have been bullish on Yahoo... »



