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The Archives section contains a collection of historical blog posts, discussions, economic trends and other historical writings from The Disciplined Investor. The information found here may be out of date and no longer relevant to the current environment.

Scratching Microsoft’s Surface

Microsoft has been working on a new interactive system that will help to revolutionize and bring a more intuitive interface to computing. The first look that we had was from the mind of Steven Spielberg who directed the Movie Minority report. In that movie Tom Cruise was using a multi-touch screen that suspended in mid-air. He used two hands to sort through a huge amount of data in his...

Guitar Center in Play

We have rumors flying around like mosquitoes in the everglades. It is Tuesday and speculation is high about the potential takeover or merger or acquisition or stock buyback or CEO change or whatever can fill the heads of the idea generators. The latest is that Guitar Center is possibly looking to talk with Goldman Sachs about something. Remember, it is a rumor. unsubstantiated and at-best, questionable. The stock is...

Mutual Fund Deregulation – No way!

On May 27, 2007 – Chuck Jaffee of Marketwatch writes about a book that proposes changes for the Mutual Fund Industry. He comments, “The mutual fund business is the proverbial camel, the one that was supposed to be a horse until it was built by committee. It is filled with arcane rules and procedures that can make funds perform more like beasts of burden than thoroughbreds. And while investors...

HomeBuilders – Buying on the News

Alright, I admit it: I have had a real problem with the Homebuilding industry for some time. The concern was brought out even as the real estate craze reached a pinnacle in mid-2006. I have been know to accuse the industry of have no control over their innate need to build. They have been known to bring on new construction even in the face of news that tells them...

Google for the Frugal

What makes Google so amazing? I mean, besides the sky-high stock price. If you didn’t know, Google has been quietly turning the world on – online that is. In particular, they have been creating internet based applications that rival the traditional programs on most computers – and doing an excellent job of it! What’s more, they are all FREE! ( I personally love their toolbar, the new iGoogle and...

Interactive Brokers – IBKR

In the spirit of looking to make money, it would seem that the longer this rally continues, the better the sector and this stock will do. Most companies have already been consolidated and there are only a few companies in this sector. The ones that are left have skyrocketed. The IPO was a lackluster at best but, we are continuing to buy for client accounts in small increments.  ...

ValueClick – Buyout Potential Gaining Steam

NEW YORK (AP) 5/18/07 – Now that Microsoft Corp. plans to buy online advertising company aQuantive Inc. for $6 billion, investors and analysts are wondering if competitor ValueClick Inc. is a prime target for a takeover of its own. ValueClick, which some analysts see as the number-four player in the online advertising space, is the last man standing now that aQuantive and other sector majors have all been acquired...

Naked Shorts Exposed – We lose, they win…

I have seen first hand the process of shorts unable to be delivered. Trading firms offer their clients shorts up to , say 10,000 shares on a stock for almost all stocks that trade. Then, when it actually comes to the part about delivery, it never happens. The requirements to short are very clear and at the very essence, is the ability for brokerages to lend “eligible” stocks to...

RAZR2 has a Dull Edge

Motorola will surely have nice sales from the new RAZR2 with its new iTunes capability and additional features. ALTHOUGH it seems much more like the RAZR v.4 as it has not shown any significant technology breakthroughs or benefits over phones that are in production today. As has been note before, even of this phone is a major hit and takes the world by storm, the current management of MOT...

DNDN – More Info and More Confusion on Provenge

The saga continues with DNDN. The stock is moving a bit higher. There are many people’s lives that may now be in further disarray as the long-awaited and deeply hoped-for FDA approval of the prostrate cancer treatment Provenge has been delayed. There is a rather large commotion concerning several inconsistencies with the FDA decision. (By the way, a 90% historical correlation on approvals with the FDA and Advisory Panel...

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