http://www.sinletter.com/ablog.aspx SINLetter - Monthly Stock Investment Newsletter en-us Tue, 09 Feb 2010 00:13:17 GMT webmaster@sinletter.com 66 71 http://www.sinletter.com/ablog.aspx http://www.sinletter.com/images/AsifHeadshot.jpg http://www.sinletter.com/blogComment.aspx?id=225 SIN Picks The video game industry is clearly in a slump. If the 8% drop in video game software sales in 2009 was not sufficient reason to convince most investors to stay away from the sector, the disappointi... Tue, 09 Feb 2010 00:13:17 GMT http://www.sinletter.com/blogComment.aspx?id=225 http://www.sinletter.com/blogComment.aspx?id=224 Others SINLetter is happy to host the Festival of Stocks #177, a weekly blog carnival featuring recent posts by contributing investment blog authors. The last time we hosted this festival was Festival of... Mon, 25 Jan 2010 12:48:42 GMT http://www.sinletter.com/blogComment.aspx?id=224 http://www.sinletter.com/blogComment.aspx?id=223 SIN Picks There are two sides to every story and when it comes to investing in individual stocks, for every logical argument that one could provide for buying a stock, there may be an equally strong reason for... Mon, 25 Jan 2010 11:29:30 GMT http://www.sinletter.com/blogComment.aspx?id=223 http://www.sinletter.com/blogComment.aspx?id=222 Stocks I received a question from a subscriber about Verizon asking if I would consider picking up Verizon's stock over AT&T. I started this analysis for the December 2009 investment newsletter but did ... Fri, 15 Jan 2010 21:00:28 GMT http://www.sinletter.com/blogComment.aspx?id=222 http://www.sinletter.com/blogComment.aspx?id=221 Stocks It has been just over a year since the near demise of the company behind India's largest corporate fraud, Satyam Computer Service ( SAY ), a company that at the time provided services to more than a ... Tue, 12 Jan 2010 22:06:06 GMT http://www.sinletter.com/blogComment.aspx?id=221 http://www.sinletter.com/blogComment.aspx?id=219 SIN Picks In my previous blog post Taking Profits in Towerstream (TWER) , I mentioned that I would reinvest half the proceeds from Towerstream into the gaming industry leader Activision Blizzard ( ATVI ), mak... Wed, 18 Nov 2009 10:50:13 GMT http://www.sinletter.com/blogComment.aspx?id=219 http://www.sinletter.com/blogComment.aspx?id=218 SIN Picks I am coming out of a nearly four month blogging hiatus to once again write about wireless broadband provider Towerstream ( TWER ) following a question I received from a long time subscriber who wante... Mon, 16 Nov 2009 09:45:01 GMT http://www.sinletter.com/blogComment.aspx?id=218 http://www.sinletter.com/blogComment.aspx?id=216 SIN Picks While configuring a Dell ( DELL ) laptop earlier this month, I noticed that Dell was now offering WiMax as an option for the wireless card in its Inspiron line of laptops. To borrow a line from a co... Fri, 24 Jul 2009 09:06:30 GMT http://www.sinletter.com/blogComment.aspx?id=216 http://www.sinletter.com/blogComment.aspx?id=215 Special Updates Barron's published yet another very bullish article about the country's largest egg producer and the subject of our second special report Cal-Maine Foods ( CALM ) last night and the stock is up over ... Wed, 15 Jul 2009 18:00:33 GMT http://www.sinletter.com/blogComment.aspx?id=215 http://www.sinletter.com/blogComment.aspx?id=214 SIN Picks I received a question from a subscriber earlier this week that resonated with another question I received from a subscriber shortly after I sold one-half of our position in Indian mining company Sterl... Fri, 10 Jul 2009 06:55:27 GMT http://www.sinletter.com/blogComment.aspx?id=214 http://www.sinletter.com/archives/SINLetterJuly2009.aspx We have had a good month, good quarter and a good year thus far despite having close to 20% of the portfolio is cash over the last six weeks. The SINLetter model portfolio delivered gains of 8.84% in May followed by gains of 3.04% in June to close out the second quarter of the year with a gain ... Wed, 08 Jul 2009 08:08:21 GMT http://www.sinletter.com/archives/SINLetterJuly2009.aspx http://www.sinletter.com/blogComment.aspx?id=213 Stocks This was an article I published on the iPhone app review site AppStruck.com that I am in the process of launching with some friends and figured I would cross-post it on SINLetter for some light we... Fri, 26 Jun 2009 22:42:50 GMT http://www.sinletter.com/blogComment.aspx?id=213 http://www.sinletter.com/blogComment.aspx?id=212 Special Updates After sending out the special report earlier this week, I have been following both the rise in price of our featured stock and a corresponding decline in the price of large eggs. The more I think abou... Thu, 18 Jun 2009 18:47:38 GMT http://www.sinletter.com/blogComment.aspx?id=212 http://www.sinletter.com/archives/SINLetterMay2009.aspx Our Indian commodity pick Sterlite Industries ( SLT ) continued its upward journey in April, posting a gain of 20% for the month following a gain of 54% in March. As I write this newsletter, the stock is up nearly 108% in the SINLetter model portfolio, more than doubling our or... Wed, 13 May 2009 10:14:18 GMT http://www.sinletter.com/archives/SINLetterMay2009.aspx http://www.sinletter.com/blogComment.aspx?id=211 Stocks iRobot ( IRBT ), the company that makes those lovable and sometimes efficient Roomba and Scooba line of robotic vacuum cleaners, reported results that&... Thu, 23 Apr 2009 05:25:53 GMT http://www.sinletter.com/blogComment.aspx?id=211 http://www.sinletter.com/blogComment.aspx?id=209 Others After numerous friends and colleagues recommended  Slumdog Millionaire , I finally got a chance to check out this award winning movie last night. Watching a movie with high expectations is usual... Sun, 19 Apr 2009 08:38:14 GMT http://www.sinletter.com/blogComment.aspx?id=209 http://www.sinletter.com/blogComment.aspx?id=208 Special Updates Just in case you have not subscribed to receive regular blog entries by email or follow me on Twitter ( @specialsin ), I figured I would point you towards this blog entry about closing out the pos... Fri, 17 Apr 2009 18:07:20 GMT http://www.sinletter.com/blogComment.aspx?id=208 http://www.sinletter.com/blogComment.aspx?id=207 SIN Picks April has been a kind month to the SINLetter model portfolio with the portfolio up more than 10% in less than three weeks. The rally that started on March 9 has continued unabated with the Nasdaq po... Fri, 17 Apr 2009 17:59:59 GMT http://www.sinletter.com/blogComment.aspx?id=207 http://www.sinletter.com/blogComment.aspx?id=206 Stocks Micro-blogging site Twitter has exploded in popularity in recent months and more than doubled its unique visitors in March 2009 to 9.3 million. This is not year-over-year growth or even quarter-over... Thu, 16 Apr 2009 07:52:18 GMT http://www.sinletter.com/blogComment.aspx?id=206 http://www.sinletter.com/blogComment.aspx?id=205 SIN Picks A lot of attention was focused on Intel's first quarter earnings, which were released yesterday and came in better than expected on all three fronts: revenue, margins and net income. The company... Wed, 15 Apr 2009 08:49:42 GMT http://www.sinletter.com/blogComment.aspx?id=205 http://www.sinletter.com/archives/SINLetterApril2009.aspx Our Indian commodity pick Sterlite Industries ( SLT ) had a blockbuster March, posting a gain of 53.7% for the month after mining company Asarco decided to sell its assets to Sterlite for a lowered amount of $1.7 billion. Investors were clearly relieved th... Thu, 09 Apr 2009 08:43:08 GMT http://www.sinletter.com/archives/SINLetterApril2009.aspx http://www.sinletter.com/blogComment.aspx?id=203 Special Updates The powerful rally staged by the market yesterday from extremely oversold levels is being construed by some as the first rebound from a bear market low but most investors appear to have a more sanguin... Wed, 11 Mar 2009 08:03:53 GMT http://www.sinletter.com/blogComment.aspx?id=203 http://www.sinletter.com/archives/SINLetterMarch2009.aspx If experiencing a month in which the Dow posted the worst January ever in its 113-year history was not punishment enough for most investors, the Dow followed it with the worst ... Sun, 08 Mar 2009 13:21:19 GMT http://www.sinletter.com/archives/SINLetterMarch2009.aspx http://www.sinletter.com/blogComment.aspx?id=202 Stocks It is often said that turnarounds rarely turn around and earlier today it looked like Blockbuster ( BBI ) was going to be no exception. The stock, which had already been battered over the course of th... Wed, 04 Mar 2009 05:05:35 GMT http://www.sinletter.com/blogComment.aspx?id=202 http://www.sinletter.com/archives/SINLetterFebruary2009.aspx Considering the Dow had the worst January ever in its 113-year history with a loss of 8.84%, the SINLetter model portfolio got off to a good start in 2009 with a small gain of 0.56% for ... Sun, 08 Feb 2009 11:10:16 GMT http://www.sinletter.com/archives/SINLetterFebruary2009.aspx http://www.sinletter.com/archives/SINLetterJanuary2009.aspx After starting 2008 on a strong note, the SINLetter model portfolio suffered in the latter half to deliver full year returns that were in line with the 38.5% loss of the S&P 500, better th... Thu, 08 Jan 2009 08:50:08 GMT http://www.sinletter.com/archives/SINLetterJanuary2009.aspx http://www.sinletter.com/blogComment.aspx?id=200 SIN Picks I would like to start the last blog entry of 2008 by wishing all of you happy holidays and to thank you for staying with me through this challenging year. It is hard to believe that another year&nbsp... Thu, 25 Dec 2008 10:31:41 GMT http://www.sinletter.com/blogComment.aspx?id=200 http://www.sinletter.com/blogComment.aspx?id=199 SIN Picks The shocking terrorist attacks in Mumbai last month that targeted The Taj Mahal Palace hotel amongst various other locations were unlike any other India has experienced in recent yea... Wed, 17 Dec 2008 10:43:32 GMT http://www.sinletter.com/blogComment.aspx?id=199 http://www.sinletter.com/archives/SINLetterDecember2008.aspx Our recent purchases Sterlite Industries ( SLT ) and Towerstream ( TWER ) posted small gains in November but the overall portfolio lost 9.14% thanks to steep declines in former gainers ... Mon, 08 Dec 2008 08:45:05 GMT http://www.sinletter.com/archives/SINLetterDecember2008.aspx http://www.sinletter.com/blogComment.aspx?id=198 SIN Picks We started the month of December with the National Bureau of Economic Research officially declaring that the recession we are currently in started in December 2007. The Dow reacted with a massive 679... Fri, 05 Dec 2008 10:18:05 GMT http://www.sinletter.com/blogComment.aspx?id=198 http://www.sinletter.com/blogComment.aspx?id=197 SIN Picks The 12% surge in the Dow over the last three trading sessions was certainly welcome but has hardly alleviated the level of anxiety felt by most investo... Wed, 26 Nov 2008 20:50:01 GMT http://www.sinletter.com/blogComment.aspx?id=197 http://www.sinletter.com/archives/SINLetterNovember2008.aspx September felt like a terrible month, but October took the honor of becoming the most volatile month in the 80 year history of the S&P 500. Had the S&P 500 not rebounded 10.49% in ... Sat, 08 Nov 2008 07:25:42 GMT http://www.sinletter.com/archives/SINLetterNovember2008.aspx http://www.sinletter.com/blogComment.aspx?id=196 SIN Picks As discussed in our previous blog entry What Next? , taking advantage of the general market weakness over the last two days and a nearly 15% drop in Indian mining giant Sterlite Industries ( SLT ) t... Thu, 06 Nov 2008 20:06:42 GMT http://www.sinletter.com/blogComment.aspx?id=196 http://www.sinletter.com/blogComment.aspx?id=195 SIN Picks Benjamin Graham, the teacher and mentor of Warren Buffett, wrote two seminal tomes on value investing called Security Analysis in 1934 and The Intelligent Investor  in 1949. I was r... Tue, 28 Oct 2008 08:36:58 GMT http://www.sinletter.com/blogComment.aspx?id=195 http://www.sinletter.com/blogComment.aspx?id=193 SIN Picks The deep decline in markets worldwide that has left many an investor in despair and has prompted some to take extreme steps like committing suicide seems to show no signs of bottoming out. A coordi... Thu, 09 Oct 2008 19:27:17 GMT http://www.sinletter.com/blogComment.aspx?id=193 http://www.sinletter.com/archives/SINLetterOctober2008.aspx Wed, 08 Oct 2008 11:39:25 GMT http://www.sinletter.com/archives/SINLetterOctober2008.aspx http://www.sinletter.com/blogComment.aspx?id=192 Stocks For the first time yesterday this bear market felt like the painful bear market I experienced after the dot com bubble and I could almost feel the fear and despair coursing through the market as... Tue, 30 Sep 2008 07:48:51 GMT http://www.sinletter.com/blogComment.aspx?id=192 http://www.sinletter.com/blogComment.aspx?id=191 Stocks In an unprecedented move, the current administration unveiled a simple three page plan on Saturday that will provide the treasury with $700 billion to buy toxic assets off the balance sheets of finan... Sun, 21 Sep 2008 21:57:16 GMT http://www.sinletter.com/blogComment.aspx?id=191 http://www.sinletter.com/blogComment.aspx?id=187 SIN Picks The markets did not react favorably to the Fed's decision to bail out AIG ( AIG ) with a two year $85 billion loan and to leave interest rates untouched. With the Dow down over 300 points or 2... Wed, 17 Sep 2008 17:09:44 GMT http://www.sinletter.com/blogComment.aspx?id=187 http://www.sinletter.com/blogComment.aspx?id=190 Stocks The tremors from the failure of Lehman Brothers ( LEH ) are still being felt across the globe in what I feel might be last act in the financial meltdown we have experienced this year. As I read the a... Tue, 16 Sep 2008 08:17:45 GMT http://www.sinletter.com/blogComment.aspx?id=190 http://www.sinletter.com/blogComment.aspx?id=189 SIN Picks Our regional banking pick Umpqua Holdings ( UMPQ ) held up really well last week while the Dow dropped 2.79% and the S&P 500 gave up 3.16%. The company got another 8% boost today after the gove... Mon, 08 Sep 2008 19:33:39 GMT http://www.sinletter.com/blogComment.aspx?id=189 http://www.sinletter.com/archives/SINLetterSeptember2008.aspx Additional gains in our July picks Umpqua Holdings ( UMPQ ) and Towerstream ( TWER ) combined with spectacular gains in our long-term holdings Medifast ( ... Mon, 08 Sep 2008 07:19:00 GMT http://www.sinletter.com/archives/SINLetterSeptember2008.aspx http://www.sinletter.com/blogComment.aspx?id=188 SIN Picks Commercial wireless internet service provider TowerStream Corp ( TWER ), which was featured in the July 2008 edition of our investment newsletter   reported second quarter results after market c... Tue, 12 Aug 2008 07:09:49 GMT http://www.sinletter.com/blogComment.aspx?id=188 http://www.sinletter.com/archives/SINLetterAugust2008.aspx After a volatile month where at one point our portfolio was down more than 4%, the model portfolio and the Dow Jones Industrial Average pretty much ended the month right where they started... Fri, 08 Aug 2008 07:32:18 GMT http://www.sinletter.com/archives/SINLetterAugust2008.aspx http://www.sinletter.com/blogComment.aspx?id=186 Others Due to some personal time constraints, the August 2008 investment newsletter will be delayed until Monday, August 4, 2008. ... Fri, 01 Aug 2008 17:34:33 GMT http://www.sinletter.com/blogComment.aspx?id=186 http://www.sinletter.com/archives/SINLetterJuly2008.aspx They say, "be careful what you wish for, lest it come true" . I started June by writing, "Something is not right ab... Tue, 08 Jul 2008 07:24:51 GMT http://www.sinletter.com/archives/SINLetterJuly2008.aspx http://www.sinletter.com/archives/SINLetterJune2008.aspx Solid gains in last month's Brazilian commodity play Companhia Siderurgica Nacional (SID), EMC Corp (EMC), Diamond Offshore Drilling (DO) and Medifast... Sun, 08 Jun 2008 10:03:56 GMT http://www.sinletter.com/archives/SINLetterJune2008.aspx http://www.sinletter.com/blogComment.aspx?id=184 SIN Picks ETF provider WisdomTree ( WSDT.PK )  and Dreyfus Corporation announced the launch of four currency income ETFs yesterday based on the Chinese Yu... Thu, 15 May 2008 18:06:15 GMT http://www.sinletter.com/blogComment.aspx?id=184 http://www.sinletter.com/blogComment.aspx?id=182 Stocks In the May 12th edition of Fortune Magazine, there is an interesting article titled Copter Crisis that delves into how the growth in offshore drillin... Mon, 12 May 2008 08:36:17 GMT http://www.sinletter.com/blogComment.aspx?id=182 http://www.sinletter.com/archives/SINLetterMay2008.aspx Gains in portfolio stocks like ICON Plc ( ICLR ), Suntech Power ( STP ), and Lionsgate Entertainm... Thu, 08 May 2008 07:06:39 GMT http://www.sinletter.com/archives/SINLetterMay2008.aspx http://www.sinletter.com/blogComment.aspx?id=181 SIN Picks In anticipation of a big purchase later this year, I am liquidating part of my stock portfolio and as I mull over which stocks to sell, Canon ( CAJ ) and Nokia (yes I am still holding on to it since ... Fri, 02 May 2008 18:40:00 GMT http://www.sinletter.com/blogComment.aspx?id=181 http://www.sinletter.com/blogComment.aspx?id=180 Stocks On-demand software provider NetSuite ( N ) reported its first quarterly results as a public company yesterday with a 3 cents a share or $2 million loss, which came  in below analyst expecta... Fri, 02 May 2008 08:14:44 GMT http://www.sinletter.com/blogComment.aspx?id=180 http://www.sinletter.com/archives/SINLetterApril2008.aspx March marked the fifth consecutive month of declines for the major market indices like the Dow and the S&P 500. The Nasdaq and Russell 2000 are approaching bear market territory with... Tue, 08 Apr 2008 10:08:07 GMT http://www.sinletter.com/archives/SINLetterApril2008.aspx http://www.sinletter.com/blogComment.aspx?id=177 Others "D2cold" with an overall gain of 23.37% in just one month through his picks soft drink maker Cott Corp ( COT ), Canada based paper and wood products company AbitibiBowater ( ABH ) and t... Tue, 01 Apr 2008 14:09:18 GMT http://www.sinletter.com/blogComment.aspx?id=177 http://www.sinletter.com/archives/SINLetterMarch2008.aspx February marked the fourth consecutive month of declines for the major market indices with the Nasdaq and Russell 2000 suffering the most. The 4.95% drop in the Nasdaq this month may not... Sat, 08 Mar 2008 14:17:30 GMT http://www.sinletter.com/archives/SINLetterMarch2008.aspx http://www.sinletter.com/archives/SINLetterFebruary2008.aspx In the January 2008 newsletter, which was sent out just three weeks ago I said "Individual stocks within our portfolio have had some wild swings over the last two months with Suntech Power... Fri, 08 Feb 2008 08:39:43 GMT http://www.sinletter.com/archives/SINLetterFebruary2008.aspx http://www.sinletter.com/blogComment.aspx?id=175 SIN Picks On a day when the Dow is up 140 points or 1.1% as I write this, Monster Worldwide ( MNST ) is down over 6% ahead of its earnings release this evening. Reflecting economic conditions, M... Thu, 31 Jan 2008 19:28:09 GMT http://www.sinletter.com/blogComment.aspx?id=175 http://www.sinletter.com/archives/SINLetterJanuary2008.aspx 2007 proved to be a difficult year and unless you were in alternative energy, emerging markets or commodities, things were not very rosy. We saw a lot of volatility and even buy-and-hold investors saw meager returns as evidenced by the 3.53% return of... Tue, 08 Jan 2008 07:29:54 GMT http://www.sinletter.com/archives/SINLetterJanuary2008.aspx http://www.sinletter.com/blogComment.aspx?id=174 Stocks Encouraged by the response to our first stock contest One Stock, One Month, Three Prizes , we have decided to launch two new stock contests simultaneously starting on January 1st, 2008 and... Wed, 02 Jan 2008 02:19:12 GMT http://www.sinletter.com/blogComment.aspx?id=174 http://www.sinletter.com/blogComment.aspx?id=173 Stocks The Dogs of the Dow delivered stellar results in 2006 with a gain of 24.8% and there was a lot of investor interest in the dogs at the start of 2007. Interes... Tue, 01 Jan 2008 00:58:44 GMT http://www.sinletter.com/blogComment.aspx?id=173 http://www.sinletter.com/blogComment.aspx?id=172 SIN Picks As the last trading day of the year approaches, I am going to make some final portfolio changes by selling two winning positions, selling two losing positions, opening one new position and increasing... Mon, 31 Dec 2007 11:14:18 GMT http://www.sinletter.com/blogComment.aspx?id=172 http://www.sinletter.com/blogComment.aspx?id=170 Others I was recently interviewed by fellow blogger and subscriber Binita Mehta and if you are interested you can check out the interview by following the links below. Interview Part 1 Interview Pa... Tue, 20 Nov 2007 20:14:45 GMT http://www.sinletter.com/blogComment.aspx?id=170 http://www.sinletter.com/blogComment.aspx?id=169 Stocks There is a reason Barron's started this article about British bank Barclays ( BCS ) with the sentence "it's too early to pronounce Barclays' stock cheap" and the reason is that no one rea... Tue, 20 Nov 2007 20:06:24 GMT http://www.sinletter.com/blogComment.aspx?id=169 http://www.sinletter.com/blogComment.aspx?id=168 Stocks ... "kl" with the short pick Petrochina ( PTR ), "jimmy303" with his long pick HDFC Bank ( HDB ) and "gdeese" with his short pick iShares FTSE/Xinhua China 25 Index... Sat, 17 Nov 2007 18:42:02 GMT http://www.sinletter.com/blogComment.aspx?id=168 http://www.sinletter.com/blogComment.aspx?id=167 Stocks With heads rolling at two of the biggest banks on Wall Street there is a lot of chatter about a recession occurring in 2008 and yet another bear market. Some of us who stayed painfully invested throu... Fri, 16 Nov 2007 17:55:15 GMT http://www.sinletter.com/blogComment.aspx?id=167 http://www.sinletter.com/blogComment.aspx?id=166 SIN Picks I am scaling back on our portfolio pick Suntech Power ( STP ) by selling a little over a third of our position or 150 shares . As mentioned in the November investment newsletter I was planning on ... Thu, 08 Nov 2007 15:54:27 GMT http://www.sinletter.com/blogComment.aspx?id=166 http://www.sinletter.com/archives/SINLetterNovember2007.aspx What an amazing end to a roller coaster month that saw some of our positions post massive gains while others dropped significantly, leading to an overall gain of 1.92% for the month of October and gains of 121.08% since inception.Despite our cautious stance with short positions, put... Thu, 08 Nov 2007 09:10:56 GMT http://www.sinletter.com/archives/SINLetterNovember2007.aspx http://www.sinletter.com/blogComment.aspx?id=163 Stocks A subscriber wrote to me a couple of weeks ago asking my thoughts on Macquarie Infrastructure Co. Trust ( MIC ) as a potential dividend opportunity. Just days before I received this email, I was... Sun, 21 Oct 2007 02:26:00 GMT http://www.sinletter.com/blogComment.aspx?id=163 http://www.sinletter.com/blogComment.aspx?id=165 Stocks The Background: When fellow blogger Vitaliy Katsenelson wrote to me last year about his plans to release a book he had been writing for the better part of 2 years, I told him that I would be hap... Wed, 17 Oct 2007 04:54:30 GMT http://www.sinletter.com/blogComment.aspx?id=165 http://www.sinletter.com/archives/SINLetterOctober2007.aspx September was a kind month for the markets and the SINLetter model portfolio participated in the post Fed rate cut celebration by posting a gain of 4.9% for the month and hitting yet another high of... Mon, 08 Oct 2007 07:03:00 GMT http://www.sinletter.com/archives/SINLetterOctober2007.aspx http://www.sinletter.com/blogComment.aspx?id=161 S.T.A.M.T.C This is the third part of a three part post covering the stocks that almost made the cut for the September 2007 newsletter. You can read part 1 and part 2 here and here . I am also updating the m... Mon, 17 Sep 2007 06:07:26 GMT http://www.sinletter.com/blogComment.aspx?id=161 http://www.sinletter.com/blogComment.aspx?id=162 Others I wanted to thank the folks at Seeking Alpha for making me their spotlight author today. I have been contributing content to Seeking Alpha since December 2005 and the relationship has certainly be... Sun, 16 Sep 2007 17:37:38 GMT http://www.sinletter.com/blogComment.aspx?id=162 http://www.sinletter.com/blogComment.aspx?id=160 S.T.A.M.T.C This is the second of three blog posts covering the three stocks that almost made the cut for the September 2007 newsletter. About six months ago a subscriber suggested a micro cap biotech co... Fri, 14 Sep 2007 06:32:52 GMT http://www.sinletter.com/blogComment.aspx?id=160 http://www.sinletter.com/blogComment.aspx?id=159 Watchlist As discussed in the blog entry Stocks That Almost Made The Cut: Sep 2007 - Part 1 .... Thu, 13 Sep 2007 07:30:47 GMT http://www.sinletter.com/blogComment.aspx?id=159 http://www.sinletter.com/blogComment.aspx?id=158 S.T.A.M.T.C This is the first of three blog posts covering the three stocks that almost made the cut for the September 2007 newsletter. Over the last six months I have had a chance to research and purchase a ... Thu, 13 Sep 2007 07:29:43 GMT http://www.sinletter.com/blogComment.aspx?id=158 http://www.sinletter.com/archives/SINLetterSeptember2007.aspx In the face of an uncertain market, the SINLetter model portfolio managed to notch another record high of 106.79% since inception but posted a modest gain of 1.54% for the month of Augu... Mon, 10 Sep 2007 17:06:50 GMT http://www.sinletter.com/archives/SINLetterSeptember2007.aspx http://www.sinletter.com/blogComment.aspx?id=157 Stocks Intertape Polymer Group ( ITP ) is a company that makes packaging products like plastic films and tape and is headquartered in Montreal, Quebec and Sarasota/Bradenton, Florida. With over 2,000 employ... Thu, 06 Sep 2007 19:32:49 GMT http://www.sinletter.com/blogComment.aspx?id=157 http://www.sinletter.com/blogComment.aspx?id=156 Others Due to some personal time constraints, the September 2007 investment newsletter will be delayed until Monday, September 10, 2007.... Tue, 04 Sep 2007 06:55:18 GMT http://www.sinletter.com/blogComment.aspx?id=156 http://www.sinletter.com/blogComment.aspx?id=155 Others In the incessant battle between spammers and system administrators, the spammers got the upper hand for a few minutes this morning. I received a private message this morning from the SINLet... Sun, 26 Aug 2007 17:32:39 GMT http://www.sinletter.com/blogComment.aspx?id=155 http://www.sinletter.com/blogComment.aspx?id=154 SIN Picks Children’s clothes retailer and our June investment newsletter pick Gymboree ( GYMB )  reported results last night that not only beat net income estimates by four cents a share, the com... Thu, 23 Aug 2007 17:50:51 GMT http://www.sinletter.com/blogComment.aspx?id=154 http://www.sinletter.com/blogComment.aspx?id=153 Stocks After the highly successful VMware ( VMW ) IPO last week, which saw the price of the stock nearly double in just two trading sessions, it appears that tech IPOs are hot once again and there are some ... Wed, 22 Aug 2007 21:28:41 GMT http://www.sinletter.com/blogComment.aspx?id=153 http://www.sinletter.com/blogComment.aspx?id=152 Stocks Looking back at the gyrations of Mr. Market last week, it is amazing that the major indices ended in positive territory for the week. Huge injections of liquidity by central banks on both sides of ... Tue, 14 Aug 2007 06:58:06 GMT http://www.sinletter.com/blogComment.aspx?id=152 http://www.sinletter.com/blogComment.aspx?id=151 Stocks Back in the summer of 2005, I was really excited about the potential of a new wireless technology called WiMax and the prospects of graphics card maker ATI Technologies, which was about to launch i... Wed, 08 Aug 2007 21:39:29 GMT http://www.sinletter.com/blogComment.aspx?id=151 http://www.sinletter.com/archives/SINLetterAugust2007.aspx A nearly 20% gain over the last two days in our June 2007 pick Gymboree ( GYMB ) combined with the protection offered by our put options helped the SINLet... Wed, 08 Aug 2007 07:01:51 GMT http://www.sinletter.com/archives/SINLetterAugust2007.aspx http://www.sinletter.com/blogComment.aspx?id=149 SIN Picks Apple ( AAPL ) beat analyst estimates by not one or two cents, but by a full twenty cents when it reported earnings that grew 73% this evening. The company reported earnings of $818 mi... Thu, 26 Jul 2007 05:26:06 GMT http://www.sinletter.com/blogComment.aspx?id=149 http://www.sinletter.com/blogComment.aspx?id=148 SIN Picks The symbol for the $50 Jan 2008 leap puts on home builder St Joe ( JOE ) has changed from LRXMJ.X to JOEMJ.X and I have updated the model portfolio to reflect this change. This came to my attenti... Wed, 25 Jul 2007 21:43:17 GMT http://www.sinletter.com/blogComment.aspx?id=148 http://www.sinletter.com/blogComment.aspx?id=147 Stocks If the 2000-2003 bear market was one of the longest bear markets in history, this resilient bull market, which has now lasted over 52 months also happens to be one of the longest bull markets without... Tue, 24 Jul 2007 19:43:17 GMT http://www.sinletter.com/blogComment.aspx?id=147 http://www.sinletter.com/blogComment.aspx?id=146 SIN Picks Nautilus ( NLS ), the maker of the well-known Bowflex line of fitness products, reported terrible second quarter results  last evening with both revenue and earnings coming in below expectation... Tue, 17 Jul 2007 19:01:22 GMT http://www.sinletter.com/blogComment.aspx?id=146 http://www.sinletter.com/blogComment.aspx?id=145 SIN Picks With the July 20 expiration date approaching soon for our $40 put options on mortgage lender Countrywide Financial ( CFC ), I am going to sell them based on the price as of market close tod... Tue, 10 Jul 2007 18:26:22 GMT http://www.sinletter.com/blogComment.aspx?id=145 http://www.sinletter.com/archives/SINLetterJuly2007.aspx It gives me great pleasure to see the SINLetter model portfolio more than double in the span of less than two years. As of market close on July 9, 2007, the portfolio is registering ... Tue, 10 Jul 2007 10:00:14 GMT http://www.sinletter.com/archives/SINLetterJuly2007.aspx http://www.sinletter.com/blogComment.aspx?id=144 Others I am currently traveling through parts of the beautiful Pacific Northwest and have intermittent to no internet access. Hence the next edition of SINLetter will be delayed by a week and if you are a su... Sun, 01 Jul 2007 07:00:48 GMT http://www.sinletter.com/blogComment.aspx?id=144 http://www.sinletter.com/blogComment.aspx?id=141 ETFs A reader recently asked me if I was aware of an ETF or fund that was the inverse of Gold. Inverse ETFs such as the ProShares Short Dow 30 ( DOG ) that I mentioned in a blog post titled  One DOG ... Wed, 20 Jun 2007 17:49:57 GMT http://www.sinletter.com/blogComment.aspx?id=141 http://www.sinletter.com/blogComment.aspx?id=140 Stocks SINLetter is honored to host the  Festival of Stocks  #41, a weekly blog carnival featuring recent posts by contributing investment blog authors. If this is your first ti... Mon, 18 Jun 2007 06:14:42 GMT http://www.sinletter.com/blogComment.aspx?id=140 http://www.sinletter.com/blogComment.aspx?id=139 SIN Picks Along with the release (pdf) of its new International Real Estate Fund ( DRW ) earlier this month, WisdomTree Investments ( WSDT.PK ) announced that assets under management (AUM) were approxi... Sun, 17 Jun 2007 05:04:57 GMT http://www.sinletter.com/blogComment.aspx?id=139 http://www.sinletter.com/blogComment.aspx?id=138 SIN Picks It appears that our Salesforce.com ( CRM ) Jun 2007 $40 Put Options were badly timed and have lost most of their value over the last month. As mentioned in the June investment newsletter, &q... Thu, 14 Jun 2007 19:24:28 GMT http://www.sinletter.com/blogComment.aspx?id=138 http://www.sinletter.com/blogComment.aspx?id=137 Stocks When I wrote about the possibility of India's largest IT company, Tata Consultancy Services (TCS) listing on the NYSE , little did I realize that I would be contacted by TCS regarding a correction ... Mon, 11 Jun 2007 17:48:29 GMT http://www.sinletter.com/blogComment.aspx?id=137 http://www.sinletter.com/blogComment.aspx?id=136 Others After getting off to a great start in 2005 and turning in a spectacular performance in 2006 , the SINLetter model portfolio has only turned in a modest gain in 2007, hurt by my bearish sentiment. ... Mon, 11 Jun 2007 16:47:04 GMT http://www.sinletter.com/blogComment.aspx?id=136 http://www.sinletter.com/archives/SINLetterJune2007.aspx Revised GDP figures for the first quarter of 2007 showed that economic growth almost ground to a halt with GDP growth coming in at just 0.6%, down from the estimated ... Fri, 08 Jun 2007 11:32:37 GMT http://www.sinletter.com/archives/SINLetterJune2007.aspx http://www.sinletter.com/blogComment.aspx?id=135 S.T.A.M.T.C As mentioned in the June investment newsletter, I strongly considered featuring a company and started writing about it but ended up rejecting the idea at the last moment and ... Wed, 06 Jun 2007 19:19:12 GMT http://www.sinletter.com/blogComment.aspx?id=135 http://www.sinletter.com/blogComment.aspx?id=134 Music Deciding to write a music blog entry every weekend was a very ambitious goal and so I figured I would instead try to post one playlist each month. The June playlist is an eclectic mix of the new... Sun, 03 Jun 2007 00:03:57 GMT http://www.sinletter.com/blogComment.aspx?id=134 http://www.sinletter.com/blogComment.aspx?id=133 Others Despite our efforts, the investment newsletters sometimes get gobbled by spam filters and do not reach subscribers. We have designed something that will allow subscribers to access the latest newslett... Fri, 01 Jun 2007 11:31:18 GMT http://www.sinletter.com/blogComment.aspx?id=133 http://www.sinletter.com/archives/SINLetterMay2007.html While the SINLetter portfolio reached a new high in April with gains of 94.8% since inception, the monthly performance was not able to keep up with major indices that were rebounding off... Mon, 21 May 2007 06:51:01 GMT http://www.sinletter.com/archives/SINLetterMay2007.html http://www.sinletter.com/blogComment.aspx?id=132 Stocks The Dogs of the Dow had a spectacular 2006, posting a gain of 24.8%  excluding dividends. This compared with gains of just 14.25% and 11.82% for the Dow Jones Industrial Average and S&P 5... Fri, 18 May 2007 17:43:20 GMT http://www.sinletter.com/blogComment.aspx?id=132 http://www.sinletter.com/blogComment.aspx?id=131 Stocks For my previous blog post titled Tata Consultancy Services Listing on the NYSE?  I scoured through all the press releases issued by Wipro ( WIT ), Infosys ( INFY ) and Tata Consultancy Servic... Thu, 03 May 2007 16:42:49 GMT http://www.sinletter.com/blogComment.aspx?id=131 http://www.sinletter.com/blogComment.aspx?id=130 Stocks Due to some personal constraints, the May 2007 edition of the investment newsletter has been delayed and will be sent out a week later that usual.... Tue, 01 May 2007 05:22:06 GMT http://www.sinletter.com/blogComment.aspx?id=130 http://www.sinletter.com/blogComment.aspx?id=129 Others We reached our 1,000th subscriber in March but my attempts at contacting him were futile and so I contacted the next subscriber but did not hear from him either. Beyond the $100 Amazon.com gift certi... Sun, 29 Apr 2007 20:53:51 GMT http://www.sinletter.com/blogComment.aspx?id=129 http://www.sinletter.com/blogComment.aspx?id=128 Stocks Less than two years ago, Ratan Tata, the head of the Tata group, made the following comment about listing Indian consulting and outsourcing firm Tata Consultancy Services (TCS) on ... Tue, 24 Apr 2007 17:43:14 GMT http://www.sinletter.com/blogComment.aspx?id=128 http://www.sinletter.com/blogComment.aspx?id=127 Stocks For those of you who have been following the discussion sparked by my previous blog entry titled Imitation, The Best Form of Flattery? , given below is Mr. Wagner's response reproduced her... Tue, 10 Apr 2007 20:02:54 GMT http://www.sinletter.com/blogComment.aspx?id=127 http://www.sinletter.com/blogComment.aspx?id=126 Stocks A couple of months ago, I decided to feature an Irish medical research company called ICON plc ( ICON ) in the February 2007 edition of my free investment newsletter. The focus of that ne... Mon, 09 Apr 2007 16:32:39 GMT http://www.sinletter.com/blogComment.aspx?id=126 http://www.sinletter.com/archives/SINLetterApril2007.html A volatile month of March and an equally volatile first quarter ended with all the major indices managing to eke out tiny gains in March. Only the Dow Jones Industrial Average dropped ... Mon, 09 Apr 2007 16:18:50 GMT http://www.sinletter.com/archives/SINLetterApril2007.html http://www.sinletter.com/blogComment.aspx?id=125 S.T.A.M.T.C The focus of the April 2007 edition of SINLetter was spinoffs and I only considered companies that had either been spun off from a parent or were planning on spinning off a subsidiary. Hence I d... Fri, 06 Apr 2007 19:06:25 GMT http://www.sinletter.com/blogComment.aspx?id=125 http://www.sinletter.com/blogComment.aspx?id=124 SIN Picks Every once in a while you make the mistake of selling a stock a little earlier than you should have. As you can see from the historical trades page, I am guilty of committing this mistake with... Tue, 27 Mar 2007 08:53:16 GMT http://www.sinletter.com/blogComment.aspx?id=124 http://www.sinletter.com/archives/SINLetterMarch2007.html The very put options that hurt our portfolio performance in January, ended up boosting the portfolio in February, helping us post a gain of 2.25% for the month. Gains in ICON plc (ICLR), Alvarion (ALVR), WisdomTree Investments (WSDT.PK) and Mattel (MAT) also helped us outperform all the major indices by over ... Tue, 13 Mar 2007 20:48:13 GMT http://www.sinletter.com/archives/SINLetterMarch2007.html http://www.sinletter.com/blogComment.aspx?id=123 SIN Picks I am going to sell our remaining May 2007 $35 put options ( NEWQG.X ) on the mortagage lender New Century Financial ( NEW ) at $34.20 per contract and realize a gain of 850% in less than 5... Tue, 13 Mar 2007 19:47:27 GMT http://www.sinletter.com/blogComment.aspx?id=123 http://www.sinletter.com/blogComment.aspx?id=122 SIN Picks Just one week after I decided to double our existing position in Medifast ( MED ) - the weight management company that was originally featured on SINLetter more than a year ago - the stock t... Thu, 08 Mar 2007 08:24:15 GMT http://www.sinletter.com/blogComment.aspx?id=122 http://www.sinletter.com/blogComment.aspx?id=121 S.T.A.M.T.C As I mentioned in my previous blog entry Carnage on Wall Street  and in the March investment newsletter, it was particularly difficult to find tw... Mon, 05 Mar 2007 18:21:49 GMT http://www.sinletter.com/blogComment.aspx?id=121 http://www.sinletter.com/blogComment.aspx?id=120 Stocks The correction in the market that many market observers have been talking about for months finally occurred today with the Dow Jones Industrial Average falling 416.02 point or 3.29% in a single tradi... Wed, 28 Feb 2007 00:17:28 GMT http://www.sinletter.com/blogComment.aspx?id=120 http://www.sinletter.com/blogComment.aspx?id=119 SIN Picks SINLetter pick WisdomTree Investments ( WSDT.PK ) announced the launch of six new earnings based ETFs (PDF) that will begin trading on the American stock exchange on Friday, February 23. The... Thu, 22 Feb 2007 01:15:27 GMT http://www.sinletter.com/blogComment.aspx?id=119 http://www.sinletter.com/blogComment.aspx?id=117 Stocks A subscribed recently wrote to me asking me to suggest five stocks from the SINLetter model portfolio that I liked best so that he could start a new portfolio consisting of these stocks. As I am no... Wed, 14 Feb 2007 08:43:12 GMT http://www.sinletter.com/blogComment.aspx?id=117 http://www.sinletter.com/blogComment.aspx?id=116 Stocks Nautilus ( NLS ), the maker of the well-known Bowflex line of fitness products, announced fourth quarter 2006 results on Wednesday.   Earnings increased an astounding 555% while ... Tue, 13 Feb 2007 16:19:44 GMT http://www.sinletter.com/blogComment.aspx?id=116 http://www.sinletter.com/blogComment.aspx?id=115 SIN Picks After announcing a $4 per share special dividend in January, SINLetter pick Diamond Offshore Drilling ( DO ) announced fourth quarter 2006 results today that totally blew away analyst estimates. ... Thu, 08 Feb 2007 20:54:32 GMT http://www.sinletter.com/blogComment.aspx?id=115 http://www.sinletter.com/archives/SINLetterFebruary2007.html A 10.16% gain in our January 2007 pick Diamond Offshore Drilling (DO) was not sufficient to help the SINLetter model portfolio post a gain in January ... Thu, 08 Feb 2007 18:38:24 GMT http://www.sinletter.com/archives/SINLetterFebruary2007.html http://www.sinletter.com/blogComment.aspx?id=113 S.T.A.M.T.C Since the focus of the February 2006 edition of SINLetter was a long/short strategy as applied to closed-end funds , I looked into very few stocks as potential candidates fo... Mon, 05 Feb 2007 17:58:21 GMT http://www.sinletter.com/blogComment.aspx?id=113 http://www.sinletter.com/blogComment.aspx?id=112 Stocks January has been a very busy month for me as one of my long-term IT contracts switches into maintenance phase and I look for new opportunities. Hence I have not had a chance to blog about many intere... Wed, 31 Jan 2007 08:40:46 GMT http://www.sinletter.com/blogComment.aspx?id=112 http://www.sinletter.com/archives/SINLetterJanuary2007.html The SINLetter model portfolio outperformed the three major indices in December with a gain of 4.25% powered by strength in Tata Motors ( TTM ) ... Mon, 08 Jan 2007 08:05:49 GMT http://www.sinletter.com/archives/SINLetterJanuary2007.html http://www.sinletter.com/blogComment.aspx?id=110 Stocks Seventeen newsletters, 34 stocks and four options later, it is certainly difficult to find two new investments each month that are likely to be winners and help us deliv... Sat, 06 Jan 2007 01:05:17 GMT http://www.sinletter.com/blogComment.aspx?id=110 http://www.sinletter.com/blogComment.aspx?id=109 Others I want to wish all the SINLetter subscribers and blog readers a very happy and prosperous new year. Your kind words and constructive feedback have encouraged me to put me in the countless number... Mon, 01 Jan 2007 20:18:14 GMT http://www.sinletter.com/blogComment.aspx?id=109 http://www.sinletter.com/blogComment.aspx?id=108 SIN Picks 2006 proved to be a spectacular year for many investors and I hope that SINLetter subscribers benefited from the more than 60% returns of the SINLetter model portfolio . The 46% rise in the Bom... Mon, 01 Jan 2007 01:54:34 GMT http://www.sinletter.com/blogComment.aspx?id=108 http://www.sinletter.com/blogComment.aspx?id=107 Stocks As investors rebalance their portfolios for the new year, I figured it would be a good idea to share the list the ten stocks that are currently at the top of my watch list and that I may consider buy... Sat, 30 Dec 2006 04:12:15 GMT http://www.sinletter.com/blogComment.aspx?id=107 http://www.sinletter.com/blogComment.aspx?id=106 ETFs ... I Gave In To Temptation and bought my first ETF (Exchange Traded Fund) to add diversity to my all-stock portfolio. The PowerShares Value Line Timeliness Select Portfolio ( PIV ) ... Tue, 26 Dec 2006 17:37:53 GMT http://www.sinletter.com/blogComment.aspx?id=106 http://www.sinletter.com/blogComment.aspx?id=105 Others SINLetter is proud to host the  Festival of Stocks  #15, a weekly blog carnival featuring recent posts by contributing investment blog authors. If this is your first time on S... Mon, 18 Dec 2006 09:18:26 GMT http://www.sinletter.com/blogComment.aspx?id=105 http://www.sinletter.com/blogComment.aspx?id=104 Others The  Festival of Stocks #15 will be hosted on SINLetter next week. We have already started receiving submissions and if you are a blog author who writes about stocks, please send in your submi... Fri, 15 Dec 2006 19:15:40 GMT http://www.sinletter.com/blogComment.aspx?id=104 http://www.sinletter.com/blogComment.aspx?id=103 Stocks A subscriber recently asked me if I was aware of any websites that have an email notification system or an RSS feed for special events like stock splits , spinoffs and spe... Tue, 12 Dec 2006 18:44:22 GMT http://www.sinletter.com/blogComment.aspx?id=103 http://www.sinletter.com/blogComment.aspx?id=102 Stocks The first raging housing bubble of this millenium has clearly deflated and the debate has now shifted to whether housing is nearing a bottom. A couple of months ago I got a chance to talk to&nbs... Mon, 11 Dec 2006 10:32:48 GMT http://www.sinletter.com/blogComment.aspx?id=102 http://www.sinletter.com/blogComment.aspx?id=101 Stocks The Director of Research at WisdomTree ( WSDT.PK ) is doing an Q&A session at SeekingAlpha , a website I contribute content to. If you have any questions about WisdomTree ETFs (but not their sto... Sat, 09 Dec 2006 00:30:59 GMT http://www.sinletter.com/blogComment.aspx?id=101 http://www.sinletter.com/archives/SINLetterDecember2006.html The resilience of this market in the face of tough economic data is downright amazing. My decision to hedge the portfolio against a weak economy through put ... Fri, 08 Dec 2006 09:15:55 GMT http://www.sinletter.com/archives/SINLetterDecember2006.html http://www.sinletter.com/blogComment.aspx?id=100 S.T.A.M.T.C The Bombay Stock Exchange (BSE) Sensex is approaching an all time high of 14,000 and the 3,000 point correction in May appears to have been no more than a hiccup and a good buying opportunity. Howeve... Thu, 07 Dec 2006 23:55:00 GMT http://www.sinletter.com/blogComment.aspx?id=100 http://www.sinletter.com/blogComment.aspx?id=99 Others Rick of Value Discipline is hosting the 12th edition of the Festival of Stocks on his blog this week. The post by George of Fat Pitch Financials about the spin-off company Sally Beauty Holdings... Mon, 27 Nov 2006 21:34:28 GMT http://www.sinletter.com/blogComment.aspx?id=99 http://www.sinletter.com/blogComment.aspx?id=98 Stocks If you have ever had to convert your jar of change into crisp dollar notes, you are probably familiar with Coinstar ( CSTR ) kiosks found in grocery stores like Albertsons. The fee Coi... Wed, 22 Nov 2006 17:10:07 GMT http://www.sinletter.com/blogComment.aspx?id=98 http://www.sinletter.com/blogComment.aspx?id=97 Stocks RCM Technologies ( RCMT ), an engineering and consulting company that was featured in the April 2006 edition of SINLetter  reported third quarter results that totally blew away t... Thu, 09 Nov 2006 17:57:52 GMT http://www.sinletter.com/blogComment.aspx?id=97 http://www.sinletter.com/archives/SINLetterNovember2006.html October proved to be a strong month for all the major indices and after a gain of almost 5.5% at one point, the SINLetter model portfolio settled down to close the month ... Wed, 08 Nov 2006 21:36:25 GMT http://www.sinletter.com/archives/SINLetterNovember2006.html http://www.sinletter.com/blogComment.aspx?id=96 Others SINLetter is proud to host the ninth Festival of Stocks , a weekly blog carnival featuring some of the recent posts by contributing investment blog authors. If this is your first time ... Mon, 06 Nov 2006 09:43:54 GMT http://www.sinletter.com/blogComment.aspx?id=96 http://www.sinletter.com/blogComment.aspx?id=95 S.T.A.M.T.C With the Dow Jones Industrial Average hitting an all time record high in October and the economy showing further signs of slowing down, finding the right stocks for the November edition of SINLetter ... Thu, 02 Nov 2006 20:13:49 GMT http://www.sinletter.com/blogComment.aspx?id=95 http://www.sinletter.com/blogComment.aspx?id=94 Others The ninth Festival of Stocks will be hosted on SINLetter next week. We have already started receiving submissions and if you are a blog author who writes about stocks, please send in your subm... Thu, 02 Nov 2006 18:37:59 GMT http://www.sinletter.com/blogComment.aspx?id=94 http://www.sinletter.com/blogComment.aspx?id=93 Others The November 2006 edition of SINLetter has been delayed by a few hours on account of a holdup at my delivery software provider. I have added the featured stock SanDisk ( SNDK ) and four options to th... Wed, 01 Nov 2006 13:46:35 GMT http://www.sinletter.com/blogComment.aspx?id=93 http://www.sinletter.com/blogComment.aspx?id=92 Stocks A subscriber left a comment today asking me about my decision to sell Ameritrade ( AMTD ) in light of the recently released quarterly results. My response to the comment turned out to be longe... Wed, 25 Oct 2006 07:04:54 GMT http://www.sinletter.com/blogComment.aspx?id=92 http://www.sinletter.com/blogComment.aspx?id=91 Stocks ... said the E-Trade ( ET ) President and Chief Operating Officer Jarrett Lilien when asked about the bombshell Bank of America  ( BAC ) dropped last week by  offering free online trades ... Fri, 20 Oct 2006 06:39:40 GMT http://www.sinletter.com/blogComment.aspx?id=91 http://www.sinletter.com/archives/SINLetterOctober2006.html September proved to be a tough month for certain stocks in the SINLetter model portfolio with Suntech Power ( STP ) swinging to a small loss of 0.39% from a gain of 11.84% ... Sun, 08 Oct 2006 08:02:32 GMT http://www.sinletter.com/archives/SINLetterOctober2006.html http://www.sinletter.com/blogComment.aspx?id=90 Others With over 12 million blogs in the United States alone, it become very clear to anyone attempting to navigate the blogosphere looking for useful information that good blogs are few and far inbetw... Fri, 06 Oct 2006 07:17:59 GMT http://www.sinletter.com/blogComment.aspx?id=90 http://www.sinletter.com/blogComment.aspx?id=89 S.T.A.M.T.C I wrote in detail about the stocks that almost made the cut in the newsletter this month. Here is what I had to say, "I originally decided to p... Wed, 04 Oct 2006 19:52:03 GMT http://www.sinletter.com/blogComment.aspx?id=89 http://www.sinletter.com/blogComment.aspx?id=88 Stocks Value Investing and a Few Cigar Butts is hosting the  third Festival of Stocks this week.  The Eighty Cent Dollar  post by Inelegant Investor  about a bulletin board stock cal... Wed, 27 Sep 2006 03:57:12 GMT http://www.sinletter.com/blogComment.aspx?id=88 http://www.sinletter.com/blogComment.aspx?id=86 Stocks Being an investor in Ford Motor ( F ) or General Motors ( GM ) over the last two years has probably been a ride as wild as Six Flags ( SIX ) New Jersey's  famous Kingda Ka roller coaster . ... Thu, 21 Sep 2006 07:22:11 GMT http://www.sinletter.com/blogComment.aspx?id=86 http://www.sinletter.com/blogComment.aspx?id=87 Stocks Marcus Corp ( MCS ) reported first quarter earnings yesterday and the stock popped $1.52 or 6.76% in response today. While revenue increased just 8% to $93.4 million and earnings from "co... Thu, 21 Sep 2006 01:44:23 GMT http://www.sinletter.com/blogComment.aspx?id=87 http://www.sinletter.com/blogComment.aspx?id=85 Others Geoff Gannon is hosting the second Festival of Stocks this week on his website Gannon On Investing . This "festival" consists of a lot of interesting blog posts about stock investing and... Tue, 19 Sep 2006 05:22:42 GMT http://www.sinletter.com/blogComment.aspx?id=85 http://www.sinletter.com/blogComment.aspx?id=84 Music To add some color to the SINLetter blog, I figured in addition to stock investing and Exchange Traded Funds (ETFs), I would start a weekend music edition that features music I am currently listening ... Sun, 17 Sep 2006 08:58:27 GMT http://www.sinletter.com/blogComment.aspx?id=84 http://www.sinletter.com/blogComment.aspx?id=83 Stocks Costco Wholesale Corp ( COST ) has been on my watchlist for years now but every time I look at the stock, I come away with the feeling that it may be a little overpriced and that I would wait fo... Thu, 14 Sep 2006 06:59:49 GMT http://www.sinletter.com/blogComment.aspx?id=83 http://www.sinletter.com/archives/SINLetterSeptember2006.html The SINLetter model portfolio outperformed the three major indices in August powered by strong returns from the trio of Indian stocks in our portfolio, Tata Motors ( TTM ), Infosys ( INFY ) and Sify ( ... Fri, 08 Sep 2006 23:38:09 GMT http://www.sinletter.com/archives/SINLetterSeptember2006.html http://www.sinletter.com/blogComment.aspx?id=82 S.T.A.M.T.C As most SINLetter subscribers already know, the stocks that almost made the cut were RealNetworks ( RNWK ), IMAX Corporation ( IMAX ) and Western Digital ( WDC ). In fact because Real Networks did no... Thu, 07 Sep 2006 07:45:47 GMT http://www.sinletter.com/blogComment.aspx?id=82 http://www.sinletter.com/blogComment.aspx?id=81 Others I am spending some time in beautiful Oregon over the long Labor Day weekend and hence the next SINLetter will be delayed a little. Subcribers should receive it before trading starts on Tues... Fri, 01 Sep 2006 00:50:10 GMT http://www.sinletter.com/blogComment.aspx?id=81 http://www.sinletter.com/blogComment.aspx?id=80 Others The Dogs of The Dow ETF post was mentioned in TheStreet.com's Blog Watch column on Monday. If WisdomTree  or some other ETF provider were to launch such an ETF, I would definitely cons... Tue, 29 Aug 2006 07:06:41 GMT http://www.sinletter.com/blogComment.aspx?id=80 http://www.sinletter.com/blogComment.aspx?id=79 Stocks As I mentioned in my previous blog entry about margin, I tried a little experiment to see if I could come our ahead by using a credit card balance transfer offer at 3.99% fixed APR. This APR would ... Sun, 27 Aug 2006 08:02:07 GMT http://www.sinletter.com/blogComment.aspx?id=79 http://www.sinletter.com/blogComment.aspx?id=77 Stocks I came across this article on SeekingAlpha by Travis Johnson  discussing how he is selling positions that he had bought on margin. Margin  is often referred to as a double-edged sword a... Fri, 25 Aug 2006 07:24:06 GMT http://www.sinletter.com/blogComment.aspx?id=77 http://www.sinletter.com/blogComment.aspx?id=76 ETFs No, I am not referring to the recently launched exchange traded fund that has the ticker symbol DOG and allows you to short the Dow Jones Industrial Average. I am talking about an ETF based on the ... Thu, 17 Aug 2006 06:28:32 GMT http://www.sinletter.com/blogComment.aspx?id=76 http://www.sinletter.com/blogComment.aspx?id=75 SIN Picks Medifast ( MED ) reported quarterly results today with revenue growing 89% and income increasing 100% when compared to the same quarter last year. While the numbers are not as spectacular as ... Tue, 15 Aug 2006 01:35:20 GMT http://www.sinletter.com/blogComment.aspx?id=75 http://www.sinletter.com/blogComment.aspx?id=74 Stocks As I mentioned in my previous How Are The Dogs Doing?   blog post, the ten dogs of the dow have handily outperformed the indexes this year. Instead of manually trying to compute the return... Mon, 14 Aug 2006 06:46:26 GMT http://www.sinletter.com/blogComment.aspx?id=74 http://www.sinletter.com/blogComment.aspx?id=73 Others I recently started contributing content to ETFtrends.com , a leading website with comprehensive coverage of Exchange Traded Funds (ETF) and my first post Diamonds (DIA) Are Fore... Fri, 11 Aug 2006 19:26:20 GMT http://www.sinletter.com/blogComment.aspx?id=73 http://www.sinletter.com/blogComment.aspx?id=72 Stocks The stocks featured in the January 2006 edition of SINLetter were loosely based on the Dogs of the Dow theory , a theory made popular by Michael O’Higgins in his 1991 book Beating The ... Thu, 10 Aug 2006 03:53:39 GMT http://www.sinletter.com/blogComment.aspx?id=72 http://www.sinletter.com/archives/SINLetterAugust2006.html The SINLetter model portfolio outperformed the three major indices in July with a gain of 1.62% powered by strong returns from ATI Technologies ( ATYT ), Infosys ( INFY ) and Safeway ( SWY ). ... Tue, 08 Aug 2006 07:59:39 GMT http://www.sinletter.com/archives/SINLetterAugust2006.html http://www.sinletter.com/blogComment.aspx?id=69 Others SINLetter is primarily a website dedicated to stock investing and hence it should come as no surprise that many first time visitors find SINLetter by searching for terms like "sto... Mon, 07 Aug 2006 02:34:07 GMT http://www.sinletter.com/blogComment.aspx?id=69 http://www.sinletter.com/blogComment.aspx?id=68 S.T.A.M.T.C Picking Suntech Power Holdings ( STP ) and Sify Ltd ( SIFY ) for this month's SINLetter was relatively easy as I have been following both these stocks for months and the recent pullback in both ... Wed, 02 Aug 2006 01:56:04 GMT http://www.sinletter.com/blogComment.aspx?id=68 http://www.sinletter.com/blogComment.aspx?id=67 SIN Picks A glimpse from the next edition of SINLetter that will be sent out to subscribers tomorrow: It looks like Airspan has resolved its liquidity issues by issuing 100,000 additional series B prefer... Tue, 01 Aug 2006 00:33:23 GMT http://www.sinletter.com/blogComment.aspx?id=67 http://www.sinletter.com/blogComment.aspx?id=66 SIN Picks WIMAX is a technology that could theoretically offer high speed internet access over a 50 kms (31 miles) radius from a single base station. In real world scenarios the coverage r... Fri, 28 Jul 2006 08:08:31 GMT http://www.sinletter.com/blogComment.aspx?id=66 http://www.sinletter.com/blogComment.aspx?id=59 Stocks Marcus Corp ( MCS ) is a company that showed up in a stock screen I ran late last year and then mentioned in a blog entry titled Lets Go To The Movies a little over six months ago. Marcus currently... Tue, 25 Jul 2006 03:21:13 GMT http://www.sinletter.com/blogComment.aspx?id=59 http://www.sinletter.com/blogComment.aspx?id=58 SIN Picks The graphic chip making company ATI Technologies ( ATYT ) will be acquired by Intel’s archrival Advanced Micro Devices ( AMD ) very soon according to this reuters report for a price tag ... Mon, 24 Jul 2006 01:10:55 GMT http://www.sinletter.com/blogComment.aspx?id=58 http://www.sinletter.com/blogComment.aspx?id=57 The number of new Exchange Traded Funds or ETFs reaching the market has been steadily increasing in recent months, leading some people, including Jim Cramer, to remark&nbsp... Thu, 13 Jul 2006 08:16:16 GMT http://www.sinletter.com/blogComment.aspx?id=57 http://www.sinletter.com/blogComment.aspx?id=56 SINLetter pick Infosys Technologies Ltd. ( INFY ) reported strong quarterly results on July 12th, with earnings increasing 49.2% to rupees 794 crore ( ~ $172.6 million) from rup... Wed, 12 Jul 2006 06:41:15 GMT http://www.sinletter.com/blogComment.aspx?id=56 http://www.sinletter.com/archives/SINLetterJuly2006.html The SINLetter model portfolio fared better than the S&P500 and the Nasdaq with a loss 1.64% in the second quarter of 2006. The S&P 500 and the Nasdaq reported a loss of 1.9% and 7.2% respectively. The Dow Jones however manag... Sat, 08 Jul 2006 09:00:25 GMT http://www.sinletter.com/archives/SINLetterJuly2006.html http://www.sinletter.com/blogComment.aspx?id=55 I think that the Ben bashing has gone far enough but I could not stop laughing when I saw this today.... Thu, 06 Jul 2006 04:47:46 GMT http://www.sinletter.com/blogComment.aspx?id=55 http://www.sinletter.com/blogComment.aspx?id=54 As I mentioned in the May investment newsletter , I should have renamed this section " Stocks That Should Have Made the Cut ". A company I considered last month called OraSure Technologies... Tue, 04 Jul 2006 22:54:15 GMT http://www.sinletter.com/blogComment.aspx?id=54 http://www.sinletter.com/blogComment.aspx?id=53 ... and my return to active blogging. About three months ago we started toying with the idea of creating a website that would aggregate the latest financial headlines from both blogs and traditional ... Mon, 03 Jul 2006 23:03:39 GMT http://www.sinletter.com/blogComment.aspx?id=53 http://www.sinletter.com/blogComment.aspx?id=52 ... and did not receive the July 2006 investment newsletter, please let me know by using our contact form  and I will send it to you please add the email address asif at sinle... Mon, 03 Jul 2006 22:49:10 GMT http://www.sinletter.com/blogComment.aspx?id=52 http://www.sinletter.com/blogComment.aspx?id=51 After falling 3,682.94 points or a whopping 29.2% from its May 10th peak of 12,612.38, the Bombay Stock Exchange Sensex experienced a strong rally over the last two days bringing the index close to th... Fri, 16 Jun 2006 21:36:28 GMT http://www.sinletter.com/blogComment.aspx?id=51 http://www.sinletter.com/blogComment.aspx?id=50 Most of my spare time over the last couple of weeks has been consumed with getting an exciting new website ready for launch next week, leading to a brief hiatus from blogging. While I cannot get into ... Tue, 13 Jun 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=50 http://www.sinletter.com/archives/SINLetterJune2006.html May was quite harsh on the US markets with the Nasdaq falling 6.19% and wiping out all of its gains for 2006. International markets did not fare ... Thu, 08 Jun 2006 12:41:00 GMT http://www.sinletter.com/archives/SINLetterJune2006.html http://www.sinletter.com/blogComment.aspx?id=48 The focus of last month's SINLetter was increased activity in the commercial aerospace sector and we identified Eaton Corp (ETN) as one of the ... Sun, 04 Jun 2006 02:47:00 GMT http://www.sinletter.com/blogComment.aspx?id=48 http://www.sinletter.com/blogComment.aspx?id=47 The drop in the domestic and international markets in May made some stocks I had been following attractive on a valuation basis. Infosys (INFY) was one of these stocks and ... Fri, 02 Jun 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=47 http://www.sinletter.com/blogComment.aspx?id=46 While fiddling with my new HDTV tuner the other night, I came across a Frontline program on PBS discussing the journey of the 401(k) program from ... Tue, 30 May 2006 04:22:00 GMT http://www.sinletter.com/blogComment.aspx?id=46 http://www.sinletter.com/blogComment.aspx?id=45 Towards the beginning of April, a SINLetter subscriber asked me about Network Engines, Inc. (NENG) and I posted my thoughts about why it was prudent to stay away from ... Tue, 23 May 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=45 http://www.sinletter.com/blogComment.aspx?id=44 I heard a rather amusing quote about inflation by John Waggoner, Mutual Fund Columnist, USA Today on the Nightly Business Report yesterday and thought I would share it ... Sun, 21 May 2006 02:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=44 http://www.sinletter.com/blogComment.aspx?id=43 The sudden steep drop in the markets over the last few days has left investors wondering if the old Wall Street adage "Sell in May and Go Away" is indeed ... Thu, 18 May 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=43 http://www.sinletter.com/blogComment.aspx?id=42 Medifast delivered first quarter 2006 results with revenue growing an impressive 130% and income increasing an equally impressive 230% when compared to ... Tue, 16 May 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=42 http://www.sinletter.com/archives/SINLetterMay2006.html Alternative energy stocks are all the rage on Wall Street these days thanks to the rising price of crude oil. Recent solar IPOs like ... Tue, 09 May 2006 12:00:00 GMT http://www.sinletter.com/archives/SINLetterMay2006.html http://www.sinletter.com/blogComment.aspx?id=41 RCM Technologies (RCMT) reported quarterly results yesterday and given below are some highlights, Revenue came in at $47.1 million, up a modest 7% when compared to ... Fri, 05 May 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=41 http://www.sinletter.com/blogComment.aspx?id=40 The resilience of the housing sector and home builders has been a sight to behold in recent years. Every call by journalists, Wall Street pundits and even Alan Greenspan about ... Wed, 03 May 2006 12:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=40 http://www.sinletter.com/blogComment.aspx?id=39 I strongly considered featuring the aluminum producer Alcoa Inc (AA) in this month's SINLetter. Alcoa would have fitted in well with the theme of the May SINLetter ... Tue, 02 May 2006 06:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=39 http://www.sinletter.com/blogComment.aspx?id=38 Ford Motor (F) shares closed yesterday at $6.96, the lowest in more three years. The last time the stock dipped this low was back in ... Wed, 26 Apr 2006 02:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=38 http://www.sinletter.com/blogComment.aspx?id=37 A SINLetter subscriber asked me a couple of questions today and since the answers may be of interest to other subscribers/visitors, I figured I would post the answers on this blog ... Fri, 21 Apr 2006 02:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=37 http://www.sinletter.com/blogComment.aspx?id=36 Royal Philips Electronics (PHG) reported "exceptionally strong" first quarter 2006 results led by revenue gains in the lighting division and consumer electronics. During the conference call an analyst Didier Scemama from ... Wed, 19 Apr 2006 02:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=36 http://www.sinletter.com/blogComment.aspx?id=35 Indian stocks took a breather and were down on profit taking last week after a massive run-up of 42.3% in 2005 and a whopping gain of 23.77% in just the first quarter of ... Tue, 18 Apr 2006 02:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=35 http://www.sinletter.com/blogComment.aspx?id=34 I happened to come across an excellent article today on Business Week called Blue Chip Blues that describes how the stocks of some of the biggest and most profitable companies in America have performed terribly ... Wed, 12 Apr 2006 00:21:00 GMT http://www.sinletter.com/blogComment.aspx?id=34 http://www.sinletter.com/archives/SINLetterApril2006.html VA Software (LNUX) continues to remain the top performer in the SINLetter model portfolio with strong gains of 161.75%, helping the overall model portfolio register gains of 57.59% since its inception in August 2005. This compares with ... Fri, 07 Apr 2006 16:00:00 GMT http://www.sinletter.com/archives/SINLetterApril2006.html http://www.sinletter.com/blogComment.aspx?id=33 A subscriber recently asked me if I was familiar with a company called Network Engines Inc (NENG). I had not heard of this company before and so I looked it up. Network Engines is a technology company ... Fri, 07 Apr 2006 15:00:00 GMT http://www.sinletter.com/blogComment.aspx?id=33 http://www.sinletter.com/blogComment.aspx?id=32 Given the high level of interest in alternative energy and specifically ethanol, I started looking into companies that produce ethanol or help in the process of producing ethanol. When you buy gasoline there is a good chance that ... Wed, 05 Apr 2006 06:17:00 GMT http://www.sinletter.com/blogComment.aspx?id=32 http://www.sinletter.com/blogComment.aspx?id=31 Over the last few weeks we have been working on redesigning the SINLetter website to add new features, add additional links, and update the overall look and feel of SINLetter.com. Some of the changes ... Mon, 03 Apr 2006 20:31:00 GMT http://www.sinletter.com/blogComment.aspx?id=31 http://www.sinletter.com/blogComment.aspx?id=30 I was recently asked to review a new book called The Essentials of Trading by John Forman before it goes on sale later this month at Amazon.com. For those of you who are interested in trading, especially in ... Mon, 03 Apr 2006 20:28:00 GMT http://www.sinletter.com/blogComment.aspx?id=30 http://www.sinletter.com/blogComment.aspx?id=28 A series of security vulnerabilities have made headlines over the last week affecting a vast range of products. What stands out about these vulnerabilities is that they are all rated highly critical ... Thu, 23 Mar 2006 22:27:00 GMT http://www.sinletter.com/blogComment.aspx?id=28 http://www.sinletter.com/blogComment.aspx?id=27 Google's name is synonymous with information and it should come as no surprise that Google (GOOG) would also want a piece of the financial news pie. This morning ... Tue, 21 Mar 2006 14:52:00 GMT http://www.sinletter.com/blogComment.aspx?id=27 http://www.sinletter.com/blogComment.aspx?id=26 Medifast Inc (MED) released stellar fourth quarter results on March 15th with revenue coming in at $10.2 million, a whopping 76% increase when compared to fourth quarter 2005 revenue of $5.8 million. The company earned 4 cents per diluted share and ... Fri, 17 Mar 2006 16:52:00 GMT http://www.sinletter.com/blogComment.aspx?id=26 http://www.sinletter.com/blogComment.aspx?id=25 About a month ago I noticed a store at a neighborhood mall called Motherhood Maternity that was both compact and seemed to have a decent amount of foot traffic. A quick glance at the reasonably priced inventory... Tue, 14 Mar 2006 16:52:00 GMT http://www.sinletter.com/blogComment.aspx?id=25 http://www.sinletter.com/blogComment.aspx?id=24 SmartMoney launched a new stock-picking contest where you go through five rounds (similar to basketball playoffs) and a final championship round to win a Sirius Satellite radio and service. While the prize does not amount to much... Tue, 07 Mar 2006 23:22:00 GMT http://www.sinletter.com/blogComment.aspx?id=24 http://www.sinletter.com/archives/SINLetterMarch2006.html VA Software (LNUX) is now the top performer in the SINLetter model portfolio after registering gains of 102.73% in just one month, leaving our previous top performer Seagate Technologies (STX) in the dust ... Tue, 07 Mar 2006 14:03:00 GMT http://www.sinletter.com/archives/SINLetterMarch2006.html http://www.sinletter.com/blogComment.aspx?id=23 In a word, yes. If you are wondering what I am rambling about, stay with me a moment. I came across an article on Yahoo Finance yesterday called Growth Strategy Can Trump Income Investing by ... Fri, 03 Mar 2006 03:06:00 GMT http://www.sinletter.com/blogComment.aspx?id=23 http://www.sinletter.com/blogComment.aspx?id=20 Intel (INTC) has seen quite a drop in its share price over the last three months, loosing almost a fourth of its value. Intel was a strong contender for this month's SINLetter based on its current valuation but ... Thu, 02 Mar 2006 13:40:00 GMT http://www.sinletter.com/blogComment.aspx?id=20 http://www.sinletter.com/blogComment.aspx?id=19 For those of you who invested in the stock market through the dot com bubble, it would be of interest to note that the ex-Merrill Lynch analyst Henry Blodget is back and ... Fri, 17 Feb 2006 04:30:00 GMT http://www.sinletter.com/blogComment.aspx?id=19 http://www.sinletter.com/blogComment.aspx?id=18 It looks like our February 2006 pick VA Software (LNUX) got some love from an article by Fortune senior editor David Kirkpatrick. Check out his ... Wed, 15 Feb 2006 00:41:00 GMT http://www.sinletter.com/blogComment.aspx?id=18 http://www.sinletter.com/blogComment.aspx?id=17 Over the last two years I have gravitated towards Gateway (GTW) many a time trying to figure out if it is a turnaround story or a trap. I first got interested in Gateway back in May 2004 when Gateway had just completed its acquisition of EMachines and appointed EMachines CEO Wayne Inouye ... Tue, 14 Feb 2006 18:03:00 GMT http://www.sinletter.com/blogComment.aspx?id=17 http://www.sinletter.com/blogComment.aspx?id=16 I am finally out of the much talked about "google sandbox" and what an exit it was. I landed straight on the first page of Google search results for the coveted search term Stock Investment Newsletter. If you are not a SEO (Search Engine Optimization) expert who spends most ... Sun, 12 Feb 2006 03:35:00 GMT http://www.sinletter.com/blogComment.aspx?id=16 http://www.sinletter.com/archives/SINLetterFebruary2006.html Seagate Technology (STX), the top performing stock in the SINLetter model portfolio with gains of 79.99% continued its rapid rise after it reported profits that more than doubled from last year. These profits were driven by an increase in demand from the consumer electronics division ... Sun, 12 Feb 2006 03:30:00 GMT http://www.sinletter.com/archives/SINLetterFebruary2006.html http://www.sinletter.com/blogComment.aspx?id=15 It looks like this week could end up being a security nightmare for users and network administrators. I am sure by now all of you have heard about the highly destructive Kama Sutra worm (also known as BlackWorm, MyWife and Nymex) that is supposed to ... Thu, 02 Feb 2006 11:45:00 GMT http://www.sinletter.com/blogComment.aspx?id=15 http://www.sinletter.com/blogComment.aspx?id=14 While VA Software (LNUX) was an easy pick for this month's SINLetter, I had a rather difficult time deciding on my second pick. After featuring Pfizer (PFE) last month, I wanted to pick one more stock from the healthcare sector. Genentech (DNA) was a very strong contender especially after its recent pull back to the $86 level from almost ... Thu, 02 Feb 2006 03:30:00 GMT http://www.sinletter.com/blogComment.aspx?id=14 http://www.sinletter.com/blogComment.aspx?id=13 For the first time today when I glanced at my list of homebuilder stocks, every single one of them was in the red. The stock of Ryland Group (RYL) fell as much as 6.41% and it had plenty of company ... Wed, 25 Jan 2006 23:50:00 GMT http://www.sinletter.com/blogComment.aspx?id=13 http://www.sinletter.com/blogComment.aspx?id=12 Over the last few years, while US markets were recovering from the bursting of the dot-com bubble, the economies of India and China were booming. Compared to the Dow Jones Industrial Average's dismal loss of 0.6% in 2005, India's BSE index gained 42.3%, the Japanese Nikkei Index gained 40.24%, and Germany's DAX 30 gained ... Tue, 24 Jan 2006 22:00:00 GMT http://www.sinletter.com/blogComment.aspx?id=12 http://www.sinletter.com/blogComment.aspx?id=11 It looks like additional information about the highly anticipated Chipotle Grill IPO is now available. The offering will be priced between $15.50 and $17.50 per share at a P/E of ... Sat, 21 Jan 2006 00:45:00 GMT http://www.sinletter.com/blogComment.aspx?id=11 http://www.sinletter.com/blogComment.aspx?id=10 2005 was a terrible year for the US box office with ticket sales dropping close to 6% when compared to 2004. The much anticipated release of Kong and The Chronicles or Narnia did little to save the dismal year. However 2006 could be a promising year with the release of... Fri, 20 Jan 2006 05:05:00 GMT http://www.sinletter.com/blogComment.aspx?id=10 http://www.sinletter.com/blogComment.aspx?id=9 I happened to come across an article yesterday about a delay in the Netflix lawsuit settlement and it was quite an eye opener. Not only was Netflix delaying delivery of popular movies to "heavy-using customers" but when it got sued over this practice... Sat, 14 Jan 2006 02:40:00 GMT http://www.sinletter.com/blogComment.aspx?id=9 http://www.sinletter.com/archives/SINLetterJanuary2006.html Last month's featured stock, Tata Motors (TTM) appreciated 20.35% in just one month helping the overall SINLetter portfolio notch up gains of 13.92% since its inception in August 2005 with a cash position of $100,000. This compares with a gain of 0.89% for the Dow Jones Industrial Average, 0.45% for the Nasdaq and 0.01% for the S&P 500 over the same time period. Seagate Technologies (STX), which was featured in November acquired Maxtor Corp for $1.9 Billion in stock and continued ... Tue, 10 Jan 2006 00:45:00 GMT http://www.sinletter.com/archives/SINLetterJanuary2006.html http://www.sinletter.com/blogComment.aspx?id=8 I came across this excellent blog on the internetstockblog.com about Slashdot and its parent company VA Software. I was pleasantly surprised to learn that Slashdot was part of ... Thu, 05 Jan 2006 06:00:00 GMT http://www.sinletter.com/blogComment.aspx?id=8