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

Top Picks

I am bullish on the mainstream potential of the Keurig. Good revenue model and I see gloomy eyed caffiene addicts slowly realizing the benefits of having make@home espresso shots to the dome ON DEMAND. Triple shot plz.

I am bullish on coal. Global growth. Energy going up. Lack of a care for environment in large developing economies. Cheapest form of energy? Coal. To get raw materials to the coasts of countries to ship globally what do we use? Railroads. Which run on coal. Careful on this commodity trade as the momentum pendulum swings quick and hard. It 'trends' well. Trade with it. I sold Walter Industries (WLT) at $100 last year to watch it collapse to $10 as the world was imploding. So you may find yourself losing your Home Equity Credit line money you've been gambling with. Just warning.



Hope your weekends filled with many shake weight practice sessions. Take a report.