New Stock Picks

Buys: SKYW, VECO, MTSC

Analysis of picks of past posts:

26 recommendations, average return 5.51%
Winning Percentage: 85%
6 recommendations (23%) with a 10% or more gain

Mid-Cap "Swing Trade" Stocks to Watch

ANN, PL, IDXX,

Small Cap "Swing Trade" Stocks 11-29-10

Small Cap “Swing Trade” Stocks To Watch
DMND, CYBX, PII, MLI (above 31), BJRI, CSTR, JAKK, ZUMZ (would prefer around 28), CML (stock may be spent since bull gap)


Invest at your own risk and the views expressed have no association with my current/past/future employer

Best in Class Large Cap Stocks

ROP, GWW, CF, SNA, CSX, AMP

*Based on five criteria

Invest at your own risk and the views expressed have no association with my current/past/future employer

Mid-Cap "Swing Trade" Stocks to Watch

Mid Cap “Swing Trade” Stocks To Watch*
FOSL, FICO, IDXX (wait for pullback), RDK, VRX,

*Based on five criteria

Invest at your own risk and the views expressed have no association with my current/past/future employer

Yesterday's stock BJR was supposed to be BJRI.

Small Cap "Swing Trade" Stocks 11-23-10

Small Cap “Swing Trade” Stocks To Watch*
AGP, TTMI, WXS, BW, CSTR, BJR

*Based on Kinetic Earnings Power and Potential Contrarian Energy

Invest at your own risk and the views expressed have no association with my current/past/future employer

Best Business Stories for Oct 27, 2010

Real Estate
REITs posting strong earnings for the third quarter
http://www.reuters.com/article/idUSN2527622520101026

Vornado's recent stake in J.C. Penney is very telling
http://online.wsj.com/article/SB10001424052702303891804575576440975185392.html?mod=dist_smartbrief

Commercial Real Estate Index Shows Promising Signs
http://www.reit.com/Articles/Commercial-Real-Estate-Index-Shows-Promising-Signs.aspx

Mortgages to Drop Below $1 Trillion to Low Since 1996
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aFV4tBHWAxPU

CMBS and loan defaults: moving on up
http://ftalphaville.ft.com/blog/2010/10/27/382341/cmbs-and-loan-defaults-moving-on-up/



Economy
Scope of Fed’s QE2 comes under scrutiny
http://www.ft.com/cms/s/0/674df89e-e128-11df-90b7-00144feabdc0.html?ftcamp=rss&wpisrc=nl_wonk

Job Losses Outweigh Obama’s Successes
http://www.nytimes.com/2010/10/27/business/economy/27leonhardt.html?_r=1&wpisrc=nl_wonk

Did a Small Stimulus Doom the Democrats?
http://motherjones.com/kevin-drum/2010/10/did-small-stimulus-doom-democrats?wpisrc=nl_wonk

Why Has America’s Economic Recovery Stalled?
http://www.project-syndicate.org/commentary/feldstein29/English?wpisrc=nl_wonk



Banking
Banks Turn Their Reserves to Profit
http://online.wsj.com/article/SB10001424052702303891804575576504018521856.html?mod=dist_smartbrief

Shrinking Bank Revenue Signals Worst Decade of Growth
http://noir.bloomberg.com/apps/news?pid=20603037&sid=aKNFRTuXhEo0



Equity Market
Insider Selling Volume at Highest Level Ever Tracked
http://www.cnbc.com/id/39850796

Brokers Flee Brokerages as Assets Show Broken Model
http://noir.bloomberg.com/apps/news?pid=20601109&sid=awjr59xtWe8Q&pos=14

25th Sequential Stock Fund Outflow, $81 Billion Year To Date
http://www.zerohedge.com/article/25th-sequential-stock-fund-outflow-81-billion-year-date?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

Nomura’s Janjuah Says Global Asset Bubble Is `Building
http://www.ritholtz.com/blog/2010/10/nomuras-janjuah-says-global-asset-bubble-is-building/

Disconnect: Main Street-Wall Street
http://www.ritholtz.com/blog/2010/10/disconnect-main-street-wall-street/

Credit Markets
Fed Easing to Signify End of Bull Market, Gross Says
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aEp0zbdt2OTE&pos=6

Goldman and those 50-year bonds
http://ftalphaville.ft.com/blog/2010/10/27/384516/goldman-and-those-50-year-bonds/

Other
How to Schmooze Your Way to Business Success
http://www.bnet.com/blog/ceo/how-to-schmooze-your-way-to-business-success/5879

Finance Your New Business: Its Not as Complicated as You Think
http://www.openforum.com/idea-hub/topics/money/article/finance-your-new-business-its-not-as-complicated-as-you-think-tom-harnish

5 Ways to Rock the Show On the Road
http://www.openforum.com/idea-hub/topics/lifestyle/article/5-ways-to-rock-the-show-on-the-road-john-jantsch

3 Proven Ways to Increase Sales Without Going Broke
http://www.openforum.com/idea-hub/topics/money/article/3-proven-ways-to-increase-sales-without-going-broke-michael-periu

6 companies that prove bizarre ideas can be profitable
http://www.businessnewsdaily.com/crazy-small-business-startup-ideas-0651/1/

Landing Clients Is Hit or Miss
http://online.wsj.com/article/SB10001424052702303436904575570842639137342.html?mod=dist_smartbrief

Angels are making smaller investments in more mature companies
http://gigaom.com/2010/10/26/angel-funding-deals-are-up-dollars-are-down/

There Are 387 Million Ways to Fail. Do You Know How to Fail Well?
http://www.bnet.com/blog/smb/there-are-387-million-ways-to-fail-do-you-know-how-to-fail-well/2608?tag=drawer-container;load-section-river

How A-List Placement beat the downturn by increasing prices
http://online.wsj.com/article/SB10001424052702304510704575562600914616226.html?mod=dist_smartbrief

The philosophy of a personal-branding naysayer
http://www.inc.com/articles/2010/10/tim-ferriss-on-personal-branding.html

Big ideas from 5 big brands that "get" social media
http://mashable.com/2010/10/26/social-media-engaged-brands/

All the Consulting, (Almost) None of the Cost
http://www.entrepreneur.com/article/217463

Creating Amazingly Explosive Blog Growth
http://www.openforum.com/idea-hub/topics/managing/article/creating-amazingly-explosive-blog-growth-steve-strauss