Stock Analysis

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

August 8, 2004 – TheStreet.com: Street Insight In my mind there are two issues that are of concern. First, interruption ...

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

By Vitaliy Katsenelson, CFA March 22, 2004 A basic property of religion is that the believer takes a leap of ...

Attitude is Everything

March 4, 2004 – TheStreet.com: Street Insight   Paraphrasing Yogi Berra, investment is 90% mental — the other half is ...