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1.  Taking Shelter From the US Dollar 
Marc Faber's predicting the US$ to go to zero so I ran a screen looking for solid overseas companies with nice dividends. My screen turned up 15 names ...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Mobile Limited
  d_dvb   26-Oct-09 02:06 pm
 
2.  Taking Shelter From The US Dollar 
Marc Faber's predicting the US$ to go to zero so I ran a screen looking for solid overseas companies with nice dividends. My screen turned up 15 names ...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Enerplus Res. Fund Trust (ERF)
  d_dvb   26-Oct-09 02:02 pm
 
3.  REITs Poised to Come Back (if you don&&39;t believe the analysts) 
I figured I'd share this content with folks before a bunch of sites syndicate it as their own. For this week's screen, I used analyst sell calls as contrarian signals. How...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Post Properties, Inc. (PPS)
  d_dvb   20-Oct-09 06:03 pm
 
4.  REITs Poised to Come Back (if you don&&39;t believe the analysts) 
I figured I'd share this content with folks before a bunch of sites syndicate it as their own. For this week's screen, I used analyst sell calls as contrarian signals. How...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Colonial Properties Trust (CLP)
  d_dvb   20-Oct-09 06:01 pm
 
5.  Is MYGN One of the Few Cheap Quality Stocks Left? 
According to the latest stock screen posted on my site, it may be. Basically, I looked for stocks with PEG ratios under 1 with top+bottom line growth for this and next year...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Myriad Genetics, Inc. (MYGN)
  d_dvb   12-Oct-09 02:24 pm
 
6.  Is FSLR Cheap, Quality Growth? 
According to the latest stock screen posted on my site, it may be. Basically, I looked for stocks with PEG ratios under 1 with top+bottom line growth for this and next year...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  First Solar, Inc.
  d_dvb   12-Oct-09 02:21 pm
 
7.  Re: Portfolio Update on MFN 
Your different shades of dilution is only relevant if we are both wrong and MFN is worth less than we think it is. So are you going to hope that MFN never hits C$11...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Minefinders Corp. Ltd. (MFN)
  d_dvb   24-Sep-09 12:43 pm
 
8.  Re: Portfolio Update on MFN 
Well, I guess I must plead guilty to the marketing accusation. Obviously, I'd like folks to read my blog. Anyway, I have been blogging about MFN since early 2008 (you can check either my blog or SeekingAlpha, which...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Minefinders Corp. Ltd. (MFN)
  d_dvb   23-Sep-09 09:51 pm
 
9.  Portfolio Update on MFN 
Hey folks, Just posted a quick blog update on my gold mining holdings, Yamana Gold & Minefinders: http://enlightened-american.com/2009/09/21/update-on- a-pair-of-gold...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Minefinders Corp. Ltd. (MFN)
  d_dvb   21-Sep-09 04:56 pm
 
10.  Portfolio Update on Yamana 
Hey folks, Just posted a quick blog update on my gold mining holdings, Yamana Gold & Minefinders: http: //enlightened-american.com/2009/09/21/update-on-a- pair-of-gold...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yamana Gold Inc. (AUY)
  d_dvb   21-Sep-09 04:50 pm
 
11.  Is IPHS a Buy? 
It seems as if my stock screens are trying to send me a message as IPHS has popped up on two different screens in recent months. The...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Innophos Holdings Inc (IPHS)
  d_dvb   14-Sep-09 02:59 pm
 
12.  HURN Attractive On Cash Flow Basis 
At least, before running 10% today. A quick glance at HURN reveals some legal issues but my recent stock screen which checked for high free cash flow, expected growth in earnings and...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Huron Consulting Group (HURN)
  d_dvb   14-Sep-09 02:52 pm
 
13.  ATI Possible Contrarian Pick 
Using Zacks.com rankings and screening software, I recently ran a stock screen with the following criteria: Zacks ranking >= 4 ROA 5 year average >= 10 ...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Allegheny Technologies (ATI)
  d_dvb   9-Sep-09 12:25 pm
 
14.  FTO As A Contrarian Pick 
Using Zacks.com rankings and screening software, I recently ran a stock screen with the following criteria: Zacks ranking >= 4 ROA 5 year average >= 10 ...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Frontier Oil Corporation (FTO)
  d_dvb   9-Sep-09 12:19 pm
 
15.  Soft Commodities Stocks 
Hi folks,One of my readers asked about symbols to play the ag space. The two I'm most familiar with are DBA and RJA. I break down the basic differences b etween...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  ELEMENTS Rogers Intl Commodity Agri ETN
  d_dvb   3-Sep-09 05:25 pm
 
16.  Still Holding CHK Preferreds 
Hey folks,The latest installment of my monthly portfolio review and market outlook has been posted on my site:<a href=\"http://enlightened-american.com/2 009/09/01/portfolio...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Chesapeake Energy Corporation
  d_dvb   2-Sep-09 01:35 pm
 
17.  Re: Klarman’s Energy Pick Runs Into Credit Crisis Buzzsaw 
Hey guys,I hadn't really considered the KWK situation though it makes sense with KWK holding such a huge chunk of units. After all, BBEP should generate more than enough...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Breitburn Energy Partners LP (BBEP)
  d_dvb   20-Apr-09 01:25 pm
 
18.  Klarman’s Energy Pick Runs Into Credit Crisis Buzzsaw 
Hey folks,Just posted my thoughts on BBEP and its position, post-redetermination:<a href=\"http:/ /enlightened-american.com/2009/04/20/klarmans-ener gy-pick-runs-into-credit-crisis...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Breitburn Energy Partners LP (BBEP)
  d_dvb   20-Apr-09 12:17 pm
 
19.  Defense Stocks Comparison 
Hey folks,Just posted a quantatitive comparison of the big defense stocks on my blog, looking at free cash flows, returns on invested capital & equity, leverage...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CACI International, Inc. (CAI)
  d_dvb   9-Apr-09 11:15 am
 
20.  Defense Stocks Comparison 
Hey folks,Just posted a quantatitive comparison of the big defense stocks on my blog, looking at free cash flows, returns on invested capital & equity, leverage...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  Northrop Grumman Corporation
  d_dvb   9-Apr-09 11:13 am
 

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