Give A Sane Person An Audience - And They Will Talk Their Book

There is nothing I hate more than reading analysis and see people making calls without doing the work necessary to show any track record. Without accountability there is no As a up and coming financal 'blogger', 'resource', 'brand', 'talking head', 'raving lunatic' or 'pundit' in this game there are couple of datas I would like to state/make clear. I want all who read me to understand I take my recommendations/analysis on this corner of the web seriously. I am not just churning out empty fodder. Although my attempts at humor to keep the site enjoyable my give that impression. Below is a review of my calls since I have been actively updating my blog/twitter.

12/9/09 - I made two recommendations being LG Display (LPL) and Disney (DIS): LINK

*Disney gapped higher in the five days following my initial recommendation  has since leveled off. It is more of long-term / allocation / conservative play as I mentioned.  LPL has returned over 20% in a month.

11/24 - I noticed the gap higher in Medtronic (MDT) and stated quite plainly "In my fucking sleep I can tell you it goes to 45." LINK
Lo and behold:

MDT/S&P Chart: Relative Performance To Overall Market - 10% out-performance in just over a month

11/20/09 - I made bullish pitches based on combination of factors for Green Mountain Coffee Roasters (GMCR) and the Coal industry (KOL) - LINK

Disney & LPL - Part Of The 'Kick The Baby' Theme Introduced Yesterday

I like Disney here too. Despite being in an awful sector in transition they are a group of consumers who are historically suckers and slow to move. All one needs to do is look at record sales for High School Musical or whatever else parents are being talked into buying to realize these are not informed purchases necessarily. These are let go of my arm and be quiet and I will buy you that Miley coloring book or that Jonas poster. They own ABC, ESPN (which should be spun off IMHO), ABC Family, the parks (where business will continue to suck), Pixar, etc.

More academically, yes I have inspected the state of physical formats (CDs, DVDs). It is in flux (sucks dick)  and will continue to. This is a bet not on the entertainment industry but on the Disney star-making machine. Disney just purchased the Marvel catalog which includes 5000 characters. Say it with me 'cross-platform revenue synergies'.

All of the investment dollars that are allocated within this sector have to go somewhere and while I can not get stoked an 11% 5-year income growth rate some people might have to. Technically it looks favorable to quite favorable, you get a 1% yield for your trouble and this is low volatility play (safe, use next years ComEd budget).

And I like LPL. (pin action from GLW and a great chart, k?)

As always do your own research.