Retail Stock Ownership Rate At Its Lowest Level Since 1998

(This is an excerpt from an article I originally published on Seeking Alpha on April 20, 2012. Click here to read the entire piece.) American Public Media’s Marketplace has a partnership with Gallup called “Attitude Check.” On April 19, Gallup appeared on Marketplace to announce the latest results of its poll of the saving and … Read more

How to Play First Solar Until A Savior Arrives

(This is an excerpt from an article I originally published on Seeking Alpha on March 7, 2012. Click here to read the entire piece.) When Energy Conversion Devices (ENERQ.PK) filed for bankruptcy in mid-February, I wrote “The Solar Fun Is Done For Now.” I should have also said that the “horror show has just begun” … Read more

Removing Skull Candy from Buy List of Insider Stock Purchases

(This is an excerpt from an article I originally published on Seeking Alpha on March 6, 2012. Click here to read the entire piece.) In late September, selling in the stock market was intensifying, and I wrote a piece summarizing a list of stocks where insiders were buying their own stock. The performance since then … Read more

Buying Opportunities Arrive As Agricultural Stocks Limp Into 2012

This is an excerpt from an article I originally published on Seeking Alpha on January 1, 2012. Click here to read the entire piece.) In my last post updating the current list of buy candidates for the “commodity crash” portfolio, I neglected to include fertilizer stocks. Phosphate and potash producers – like Mosaic (MOS), Potash … Read more

Insider Buying Major Fail: Jon Corzine and MF Global

I am a big fan of trading on insider buying (for example, see “The Market Is Ignoring These Insider Buys, But You Should Not“). So when I read that Jon Corzine had invested $3M of his own money in now bankrupt MF Global, shivers went up my spine. In “Why MF Global’s Collapse Matters“, Brett … Read more

Protective Puts Versus Puts for Profit

A friend and I have actively discussed how best to position ourselves for the near-term, bearish risks in the market. As my favorite technical indicator, T2108 – the percentage of stocks trading above their 40-day moving average (DMA), hit oversold territory, he asked my opinion about adding to his SSO put spread. Puts on SSO … Read more

Pity the Fool Who Does Not Sell His Gold…Through the Mail

Time for a little fun with gold. As a child of the 1980s, I took particular interest in a fun October 13, 2010, Bloomberg interview with A-Team star Mr. T., the celebrity pitchman for Gold Promise. Gold Promise is a service run by Cash America International, Inc. (CSH) that allows people to sell their gold … Read more

Sold My TIPS to the Fed – A Review of the Current TIPS “Debate”

Last week, the iShares Barclays TIPS Bond Fund (TIP) surged to a fresh 2-year closing high on the same day the Federal Reserve issued its latest monetary policy statement. (TIPS = Treasury Inflation-Protected Securities – I will refer to “TIPS” when discussing the actual bonds and use “TIP” to refer to the ETF that uses … Read more