Articles
A Contrarian View on Oil Prices
Everyone is bullish on oil. I'm not. The bull case ignores the fallacy of composition — and when emotions peak, that's usually when I start looking the other way.
Shedding Some Light on Investing in Russia
August 28, 2004 – TheStreet.com: Street Insight Since I am the only contributor on the Street Insight that was born ...
Why Motorola Is Not a Good Play on the Wireless Sector
August 25, 2004 – TheStreet.com: Street Insight The real problem for Motorola will come when the growth rate of the ...
TiVo: Being Acquired Might Be the Right Channel
September 9th, 2004 – TheStreet.com: Street Insight I canceled my TiVo (TIVO:Nasdaq) subscription last week; the unit went back to ...
Foreign Capital Russian Oil Infrastructure Needs Is Not Coming
The Yukos scandal won't stop oil from flowing today — but it will scare off the foreign capital Russia desperately needs. That supply gap isn't going away soon.
The Place of No Returns
July 7, 2004 – TheStreet.com: Street Insight For the next decade the sign on the door of index funds should ...
BJ’s Wholesale
June 30, 2004 – TheStreet.com: Street Insight In this market environment “cash†is one of my favorite stocks. Though it ...
Dollar General: Is Not So General
June 10, 2004 – TheStreet.com: Street Insight DG should be accumulated on any consumer weakness numbers. There is still growth ...
Barron’s is Wrong on Colgate
April 28, 2004 – TheStreet.com: Street Insight The most recent Barron’s contains a favorable article about Colgate by senior editor ...
The Hidden Risk in Risk
April 1, 2004 – TheStreet.com: Street Insight We look at risk differently than most investors do. Rather than considering risk ...
The Hidden Risk in “Religion” Stocks
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Often you find this property of religion in other, unexpected places - for example, in the stock market.
Attitude is Everything
Paraphrasing Yogi Berra, investing is 90% mental — the other half is skill. Here is how my partner and I put ourselves in the right state of mind before buying.
