March 2007 - Posts

• DSW - Step Into This Growth Shoe Retailer

  Wednesday, March 28, 2007 6:00 AM

  DSW Inc (DSW) is a retailer that sells brand name dress and athletic shoes for men and women. It operates 215 stores in 32 states with 30 new stores opening every year. It is announcing its Q4 and year-end results this Thursday and I think you should buy this stock ahead of the earnings Read More Posted by Faisal Laljee 0 Comments Go to top

• Bankrate is a Cool Short

  Monday, March 26, 2007 6:02 AM

  RATE has not pulled back much considering how mortgage companies have rolled over. A huge chunk of Bankrate's business comes from mortgage companies who were willing to pay up huge for online referrals. With so many of these guys struggling, RATE will lose much of its pricing power and this will hit their earnings in the current quarter Read More Posted by Faisal Laljee 0 Comments Go to top

• USG Charting a Rollercoaster

  Monday, March 19, 2007 8:55 AM

  It happens so often that one buys a stock for the right reasons but sells them for the wrong ones. I make that mistake frequently, but with USG, I am going to keep reminding myself why I own it. Here is a stock that is practically flat since last summer, while the rest of the market has seen a significant move up Read More Posted by Faisal Laljee 0 Comments Go to top

• Should Regulators Have Their Way with Mortgage Lenders?

  Monday, March 19, 2007 8:30 AM

  As if there isn't enough talk of the sub-prime mortgage business already out there, here is another post concerning the subject. Why is this post different than some of the others? For one, living in Los Angeles means I have some friends in the mortgage arena so I know a thing or two about the business, and for another, the investor side of me presents the other side of the coin Read More Posted by Faisal Laljee 0 Comments Go to top

• Will the Sub-Prime Mortgage Issues Have an Adverse Impact on the Markets

  Tuesday, March 13, 2007 3:21 PM

  This is a question that most investors are pondering, including myself. Will Sub-Prime Mortgage Issues Impact our Financial Markets in a Way not seen since the Enron scandal? While I am not sure of the answer, here is my point of view. It all started with HSBC warning of higher delinquincies in their mortgage business and was quickly followed by New Century (NEW) announcing that they would not make a profit for the foreseeable future Read More Posted by Faisal Laljee 0 Comments Go to top

• Japanese Caterpillar Komatsu Bulldozes its Way to the Top

  Monday, March 12, 2007 6:30 AM

  Komatsu Ltd. (KMTUY) is a Japanese entity that engages in the manufacture and sale of construction and mining equipment, industrial machinery & vehicles and electronics products. It is also expanding its businesses into other areas such as housing, transportation and logistics equipment Read More Posted by Faisal Laljee 0 Comments Go to top

• Stocks to Buy from Warren Buffett's Portfolio

  Friday, March 09, 2007 6:00 AM

  Last week, I posted Warren Buffett's most recent portfolio . This week, I did some analysis to gage his cost basis for each of his holdings so I could figure out how much gain he is sitting on for each of these holdings as of right now. If you look at the table below, it is obvious that Buffett hardly ever owns a stock for less than a triple digit gain Read More Posted by Faisal Laljee 0 Comments Go to top

• Warren Buffett's Portfolio

  Tuesday, March 06, 2007 6:55 AM

  If you don't already know, Warren Buffet shared with investors, his 2006 Berkshire Hathaway portfolio today. The list only contains companies that make up at least $700 million worth of investment in his portfolio. New additions for 2006 were Johnson & Johnson (JNJ), Posco (PKX), Conoco Phillips (COP), US Bankcorp (USB) and Tesco (a British grocer) Read More Posted by Faisal Laljee 0 Comments Go to top

• Shorting the Market? Here is How I Recommend Doing it

  Tuesday, March 06, 2007 5:51 AM

  I try to avoid shorting the market, but if you feel compelled to do so, I recommend QID and SDS. QID is an ETF that shorts the Nasdaq. It is the anti-QQQQ's with a kick in that it magnifies the movement in QQQQ by a factor of 2. So for example, a 1% down move in QQQQ implies a 2% gain in QID Read More Posted by Faisal Laljee 0 Comments Go to top

• Starbucks Down but Not Out.

  Monday, March 05, 2007 6:01 AM

  Howard Schultz's memo to his associates shows his true mettle as CEO of a company that has seen its share price increase by 4400% since it went public in 1992. Recently, after hitting an all time high of $40 back in November, Starbucks (SBUX) has seen its share price drop over 25% Read More Posted by Faisal Laljee 0 Comments Go to top

• Down Market was Predicted and it Finally Happened

  Monday, March 05, 2007 5:45 AM

  Back on February 7th, in my post labeled Markets Marking Time , I said: Every month that the market moves forward gives me more reason to be less bullish. I am still cautious going into Feb and March and I recommend investors lock their gains before the selling hits - the market has to correct 5% or more before I can get all-hands-on-deck bullish Read More Posted by Faisal Laljee 0 Comments Go to top

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The above content is provided for educational and informational purposes only, does not constitute a recommendation to enter in any securities transactions or to engage in any of the investment strategies presented in such content, and does not represent the opinions of Zecco or its employees.