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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 The information found here may be out of date and no longer relevant to the current environment.

CNBC Market Challenge – Week 3

The third week of the CNBC challenge was quite interesting as markets were in recovery mode and the Asian markets took the lead jumping to all time highs. In fact, it was the best week for US stocks in 4 years! The early part of the week was once again full of interesting and ultimately market moving economic releases. These were of great help going into the all important...

Zander Pander – STEP DOWN ALREADY!

There has been a good bit of speculation saying thal Palm would be a reasonable acquisition for Motorola which would marry a hardware manufacturer with a software/service provider. There are a few problems though. Think about the fact that doing so would effectively block (MOT) from any further distribution arrangements with Apple or Microsoft on the handset market. The fact that MOT would then have a proprietary operating system...

Market Madness – 3.19.2007

Now that was quite the kick in the pants. The premarket looked good, and it was a gorgeous follow through all day. The Dow was up 115, NASDAQ 21, and the S&P almost 15. You would almost think that times were good! It was just a few days ago that a slew of bears had come out of thier dens ready to create a panic selling environment. Sub Prime...

Crime and EBAY; A recipe for a short position

EBAY and Paypal are the new targets of Nigerian scam artists. Has anyone thought about the effects? Aside from reading a few items and seeing a recent news expose` on the problems (EBAY) is having with “online fencing of stolen goods”, I have not seen much alarm at this trend, but the recent scams are very disturbing, and they have hit too close to home. EBAY is based on...

CNBC Portfolio Challenge Results – Week #2

Week # 2 brought an interesting bit of contrast. While I stayed with the basic discipline of buying prior to the earnings releases, the market was in no mood for fun. The hangover from the “sub-prime” meltdown of the previous week was still heavy in the air. Another factor that made this different was the lack of earnings releases that even seemed to be available. By the sheer number...

Shuffle Master a good bet?

Shuffle Master is a BUY at these prices. Management errors have caused a downturn that is overdone. Great play on gaming market.

The ingrown toenail that KILLED the US Economy!

Take a look at some of the comments floating around in cyberspace regarding our economy. It is rather disheartening. I read an article in which people are skipping right past recession and now talking depression. HUH? In reponse to the hysteria, I wrote: They said that the subprime market is going to cause an outright depression. This is like saying that an ingrown toenail is going to cause a...

CNBC Portfolio Challenge Results – Week #1

After the first full week, our portfolio was up a total of $120,000*. That is a 12% GAIN in a week that was rather volatile. There were a few losers, but the worst was a 3% overall loss on Heely’s (HLYS) when it took a $3 plunge on an earnings disappointment. The best gain was a $61,000 profit from Chicos FAS which showed a better than expected earnings report...

Herd on the Media (Yes Herd!)

I cannot remember a single significant comment prior to last Tuesday for anyone predicting a big drop. It is easy to be a wall street deckchair quarterback.

Henny Penny and Ignoring History (1929)

It now has become a bit surreal to watch these markets have such a profound reaction to events that are, well, petty. While the Hang Seng and the European markets have suddenly and viciously slumped, investors in the US markets have succumbed to the old Henny Penny attitude that the sky is falling. Even though there has not been a significant change in the underlying economics, there has been...

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