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

Think For Yourself

Market is going higher. Healthy consilidation and built a strong base. Should breakout to new yearly highs from here into new year. Top picks EPD, Ez Corp. (EZPW), LG Display (LPL). And short higher edu school stocks, specifically Grand Canyon Education (LOPE), and basically anyone in the business of giving online diplomas in communication/business areas of study. Implementation of thesis Friday at the close and have been rewarded thus far. However with the exception of LG Display, these have 1-3 month time frame in my mind.

"These days investors have relearned that the investments everyone is talking about are usually ones you don't want to buy. The risks of chasing a highflier generally outweigh the rewards. It takes a 100% profit to recover from a 50% loss.

The best investments are usually the ones nobody is talking about. Ten years ago, everybody was talking about which technology stocks to buy. Almost nobody was talking about gold. The Bank of England could barely give the stuff away at $260 an ounce."  Don't Chase Highflying Stocks - (WSJ)