With the recent run up of the markets over the past few months, I have decided to take a look at my real money position in Alliance Resource Partners LP. I purchased this stock on 2/27/2007 (the 500 point down day for the Dow) for the price of $35.22 a share. Since this time the stock has risen a considerable amount to $43.48 a share as of the close on 5/25/07. My investment in ARLP has given me a return over twenty percent in a very short time frame, and at this point I feel that it is wise to reevaluate this position and determine if it is time to sell and realize my gains or if I should continue holding the stock. Read the rest of this entry »

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This weekend, I did a quick update of my quantitative model to see how earnings updates might have affected the list of the best stocks (you can view prior lists for March, April, and May. Although the most recent update I did isn’t fully complete, one theme I did notice emerging was that semiconductor stocks have established a sizable position in the top 25. Read the rest of this entry »

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