Coffee = Overpriced
gmcr, cbou, ddrx — i dunno. i had a list somewhere of the overpriced coffee stocks. i’m just saying like in Disney’s movie Jungle 2 Jungle. Get out of Coffee.cphi…
I could get used to R-Robbins
hgsi – wow? I don’t know what to make of this — it’s traded on 12 exchanges, what? a monster profit Q1 of 2009? Is that sustainable? I have no…
2 Articles and my radar
Anthracite Capital is ReinflatingByGlen BradfordInstead of talking about finance institutions that are being diluted like Citigroup (C) and financial institutions that are so hot they’re already above their November lows…
Red Robin Post Half
ddr – yes~! an REIT that’s back to profits and is priced for the underworldgsol – too expensive. i’m bargain shopping, remember?myst – can get cheaper p/s, p/e and more…
Red Robin Half Time
AGT.UN — Not Interested – But I like Agrium instead in this sectorBased on what I can tell, it’s trading at a P/S of ¼. http://www.sedar.com/CheckCode.do;jsessionid=0000SXv4swJYiWjxrp5g69Y1SUo:-1 According to Google, the…
Round Robin
My computer’s been down, I’ve gotten a lot of emails asking my thoughts on particular stocks. Here’s what I’ve got for a first glance. If I missed your stock, let…
Reader Feedback
Hi Glen, My portfolio has increased another 10% since Friday. Conseco blasted off on today’s 1Q earnings report. I can’t believe I picked it up at 48 cents and it’s…
100% in 1 Month Financials
100% in 1 Month FinancialsByGlen Bradford I think that if you’re a professional money manager and you don’t make 100% return in 1 year starting today — you should look…
Well. Logic Errors run rampant.
Well. Logic Errors run rampant.By Glen Bradford For example. Back when kids had to walk up hills both ways to get to school in the snow and kids ate ice…
Knowledgable Gene Franco
Ahh the macro view. I had an interesting conversation with a private equity analyst at Blackstone last month, his basic thesis was that commodity export dependent and goods export dependent…