Month: June 2010

The WORST Home Sales Report EVER!

The news of the morning had to be the dreadful new housing numbers. We expected a low number after the expiration of the the special tax credit and the low existing home sales number. Add to that the low level of builder’s confidence expressed in the last survey...

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DH Unplugged #70 – The China Syndrome

Here is our latest conversation . new insights for anyone who invests in anything.

This week we highlight a discussion about specific stocks to examine.

NEW! NEW! We are now tracking the idea stocks that Andrew and Jon highlight in each episode. Here is the link

Listen to reasons why and...

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Housing Numbers Stink – Who Cares Anyway?

There is no way around it, existing home sales came in below expectations. This is not surprising to some who saw that mortgage rates close to historic lows could not stir up an conviction from buyers.

Of course we can also point the the fact that unemployment remains stubbornly high...

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Acme Packet (APKT) – Upgrade to Technical Score

Last week we showed some of the reasons that we liked Acme Packet (ACME) and provided a OneSheet along with detailed information on the fundamentals.

Our one page summary provides us the quick answers we need to review on a regular basis for both our holdings or a stock that we...

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