The Morning Call-11/10/08
Steve Cook on Disciplined Investing

Syndication

Have You Seen This?

News

  • Make money by accessing all our Portfolios, the supporting research and Price Disciplines using our paid subscription blog, Strategic Stock Invetments. Our work is focused on making money for our Portfolios not as some academic exercise in Internet investing. Check our performance (audited)--our Dividend Growth Portfolio has beaten the S&P by 500 basis points per year for the last seven years but with a beta of only .62. (Mandatory Disclaimer: past performance is not a guarantee of future results.) We give you everything you need to duplicate our results, in particular, a strict price discipline for both Buying and Selling.

Have You Seen This?



Economics

   This Week’s Data

    China passes a stimulus package:
    http://econompicdata.blogspot.com/2008/11/china-gets-on-stimulus-train.html

   Other

    A profile of America’s ‘poor’:
    http://mjperry.blogspot.com/2008/11/how-poor-are-americas-poor.html

    Lessons we can learn from Sweden’s financial crisis:
    http://www.american.com/archive/2008/november-11-08/banking-lessons-from-sweden

    A long term chart on non farm payrolls:
    http://bigpicture.typepad.com/comments/2008/11/a-closer-look-a.html

    Our bail out (tax) money and bank bonuses:
    http://econompicdata.blogspot.com/2008/11/how-much-of-bailout-money-will-make-it.html

    A look at the commercial real estate market:
    http://calculatedrisk.blogspot.com/2008/11/commercial-real-estate-bust.html

    United Auto Workers wages versus everybody else:
    http://mjperry.blogspot.com/2008/11/should-we-really-bail-out-7320-per-hour.html

    Monday morning humor:
    http://mjperry.blogspot.com/2008/11/blog-post_09.html

Politics

  Domestic

  International War Against Radical Islam

The Market
    
    Technical

    The relative performance of gold (to other commodities).  It may be time to start rebuilding our position.
    http://traderfeed.blogspot.com/2008/11/relative-appeal-of-gold.html

    Update of technical indicators from Traderfeed:
    http://traderfeed.blogspot.com/2008/11/indicator-update-for-november-10th.html
    http://traderfeed.blogspot.com/2008/11/nyse-tick-new-highslows-and-testing.html

   Fundamental
    
    News on Stocks in Our Portfolios

    A negative story on Wells Fargo (Dividend Growth Portfolio):
    http://www.thestreet.com/story/10446801/1/wells-fargo-offering-disappoints-street.html?puc=_htmlbooyah

    And a positive one:
    http://www.thestreet.com/story/10446455/1/kass-buy-the-wells-fargo-deal.html?puc=_htmlttt

  More Cash in Investors’ Hands









Posted 11-10-2008 7:56 AM by Steve Cook

Comments

TrackBack wrote
on 10-07-2010 2:02 PM

. . . . . . .