Trader Mark Articles

P/E Ratio by Position mid May Update

I last looked at this measure in mid January [Jan 20: P/E Ratio for Portfolio] so...
by Trader Mark - May 19, 2008 - in Picks

Bookkeeping: Weekly Changes to Fund Positions Week 41

Week 41 Major Position ChangesFund positions of 1.0% or greater can be found each...
by Trader Mark - May 19, 2008 - in Picks

WSJ: Fast Rising Steel Prices Set Back Big Projects

Inflation is a tax on all people, companies, and countries. This is exactly the type...
by Trader Mark - May 18, 2008 - in Picks

Bookkeeping: 'Rising Tide' Performance Week 41

Week 41 performance of the mutual fundComments: The equity market continues its 2...
by Trader Mark - May 17, 2008 - in Picks

Brazil is Sexy...

... and not just for obvious reasons (don't you dare click to enlarge photo). While...
by Trader Mark - May 16, 2008 - in Picks

Fluor (FLR) as a Play on Wind? $1.8 Billion says Yes

I get a lot of questions on why I don't invest in wind; frankly there are very few...
by Trader Mark - May 16, 2008 - in Picks

Bookkeeping: Closing LDK Solar (LDK)

After the earnings report (solid) and guidance (not so much) from LDK Solar (LDK)...
by Trader Mark - May 15, 2008 - in Picks

Deere (DE) Earnings - Why I'm Avoiding Equipment Stocks

On this week's earnings preview I wrote this in regards to Deere (DE):Major ag...
by Trader Mark - May 14, 2008 - in Picks

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