The healthcare giant is one of our largest individual company positions, because it has the best combination of factors we can find for the future we envision.
October, 2011 Archive
Looking to sell Amazon following its earnings report (AMZN)
While long-term I am bullish about the company's prospects, short-term I am less optimistic and shall be looking to exit my position.
Cheat Sheet: Occupy Wall Street and the big players in the financial crisis
A quick refresher on what’s happened to some of the main players, whose behavior, whether merely reckless or downright deliberate, helped cause or worsen the meltdown.
How shorting stocks is like hunting wildebeest
Whitney Tilson ran out of ammo on his African safari.
Diageo: Into the African wilds
Why I'm using any weakness in this stock as an opportunity to accumulate new shares.
BRIC-aid for Europe
China could play rescuer, but what's in it for them?
60 Minutes on the Steve Jobs biography [Full video]
An interview with Walter Isaacson, author of the most highly anticipated book in recent memory.
2 Greek stocks I'll consider - after default
After the dust settles, these two stocks may look interesting.
My investment thesis for Bank of America
My philosophy is not to follow Warren Buffett into BAC, but rather to invest with the principles that made value conscious investors like Buffett successful.
On the value of relative strength indicators
Can buying stocks that have performed well and selling stocks that have performed poorly help generate significant returns?