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Surveying the Rubble: Tech, Retail, Industrials and Materials

October 16th, 2008 by

James Cullen

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Dividend Aristocrats are outperforming the markets in 2008 (Dividend Growth Investor, 10/22/08)

E Piffanee (Random Roger's Big Picture, 10/17/08)

A comment came in yesterday about how long it might take to get back to even from this bear market (Random Roger's Big Picture, 11/16/08)

Read more on S&P 500 at Wikinvest

See more AEO, COH, Commodities, FCX, IR, Industrials, James Cullen, KBR, Retail, Tech | 3 Comments »

Retail Moats: Fact or Facade?

May 6th, 2008 by

James Cullen

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International Sales Help Wal-Mart Beat First-Quarter Earnings’ Estimate (Contrarian Profits, 5/13/08)

International Sales Help Wal-Mart Beat First-Quarter Earnings’ Estimate (Money Morning, 5/13/08)

Bonus Trade: Wal-Mart vs. Target (Condor Options, 4/30/08)

Read more on Wal-Mart at Wikinvest

See more AEO, ARO, BBBY, COH, COST, HD, James Cullen, LOW, RL, Retail, TGT, WMT | 3 Comments »

COH-ching: Why I’m Buying Coach During This Retail Sale

March 3rd, 2008 by

CA Editors

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Mexican Oil Exports Could Cease in 4 Years (Jim Kingsdale's Energy Investmen..., 11/13/08)

How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)

Where is all the oil money going? (Option ARMageddon, 3/13/08)

Read more on Dow Jones Industrial Average, Oil Prices at Wikinvest

See more COH, Long Stocks, Retail, Rick LaMartina | 1 Comment »