Articles

Countrywide's latest campaign demonstrates the company's true colors.

Here are some simple lessons that investors in technology stocks have learned over the last 5 years. I believe that these lessons are so obvious and I am surprised that I just don't see them spelled out clearly so I am doing it here. Now, I don't know if the cycle is reaching its end, but I am sticking to these principles.

If one built a portfolio of only FXI and BRK-B, one could accumulate a fortune in a very short time. Both have risks, but the upside -- absolutely proven from their short and longer track records -- is enormous. Together, they are still more powerful and together they balance off the risk in each. It is almost too sweet an opportunity -- huge upside and very low risk when owned together.

Henry Blodget is calling for Google to go to $2000 a share.

Auction rate securities are attractive here.

EBay's $1.4 billion writedown suggests not that they overpaid for it, but that they have never understood the prospects for trhe business.

Alan Greenspan is a smart man, and smart men are sexy. I recently listened to a speech he gave and think it was filled with insight that can benefit everyone. Here's what he had to say:

Walgreens is being unfairly clobbered as a result of its bare miss on the market. But, what does this mean for the drug industry?

My iphone saga continues- now out of the apple store- dealing with the geniuses who work for ATT

Ranexa - CVTX's lead drug has sold poorly - hampered by a difficult label. The company just submitted an application to change that label- which will almost certainly be accepted- and the stock traded down. With the diabetes data likely to come out soon, this is a great time to start or add to a position in CVTX.

I think everyone who doesn't have his head in the sand realizes that the housing market has a long painful slide ahead of it. I am trying to protect my biggest investment

This housing bubble is going to take decades to work through the system.