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Michael Filloon

I have been investing for 16 years, with the last eight focused on stock trading. I mostly have long positions, although will occasionally trade over the short term. I am self taught and use writing analyses to help others understand why positions in a company would be good or bad, but mostly for my own education and investing purposes. My style is informational with respect to why a company looks good going forward, but I try to include current trends with respect to the specific chart and derive an estimate price with respect to my estimated growth and current PE ratio. I have been writing for theupdown.com for about a year now, and through this have developed a style that works quite well with respect to stocks over the long term. My current investments are currently long POT, RIG, IPI, MON, and CHK. I also have retirement accounts that are long overseas markets with moderate positions in emerging markets.

Michael Filloon's Latest Articles

Page 1 of 3

Smurfit-Stone: Cheap on Valuation
on Oct 23, 2008 about SSCC
To the Banking Industry Victors Go the Spoils
on Oct 17, 2008 about BBD, JPM, HBC
Long Term, Financials Look Good
on Oct 16, 2008 about QQQQ, SPY, DIA
Oil & Gas Headed Lower as Economy Strikes Consumers
on Oct 15, 2008 about DUG, DIG, OIL
Time For Another Look At Geothermals?
on Sep 10, 2008 about UTX, ORA
MasterCard: Driven by Global Growth
on Sep 04, 2008 about MA
A Nuclear Growth Opportunity with Denison Mines
on Aug 26, 2008 about DNN
Potash Corp. Earnings Shouldn't Peak Until at Least 2011
on Aug 25, 2008 about IPI, AGU, BHP
Transocean: Drilling Deep for Profits
on Aug 20, 2008 about NE, RIG
Express Scripts Continues to Offer Investors Express Growth
on Aug 18, 2008 about MHS, ESRX, CMX
Deere Runs with Worldwide Sales
on Aug 15, 2008 about DE
AGCO: Combines May Be The Story in 2008
on Jul 22, 2008 about DE, AG, CNH
Buy Apple into Earnings
on Jul 20, 2008 about AAPL
Wachovia on the Cheap? Think Again
on Jul 15, 2008 about WB
Citi's in for More Pain
on Jul 14, 2008 about C
Street Underestimating Ag. Equipment Maker CNH Global's Forward Earnings
on Jul 13, 2008 about CNH
US Economy Still Has a Ways to Go
on Jul 13, 2008 about DXD, DIA, CHK
Bolt Technology: Charged for Growth
on Jul 08, 2008 about BOLT
Goodrich Petroleum Well Positioned to Go For Shale
on Jul 02, 2008 about GDP
PXP Buys Into Haynesville Shale, Could Be a 'Great Deal'
on Jul 02, 2008 about CHK, PXP
Penn Virginia Corp. Should Capitalize on the Haynesville Shale
on Jul 01, 2008 about PVA
Fluor Corp.: A Great Energy Play
on Jun 30, 2008 about FLR
McDermott International: Energy Diversified
on Jun 30, 2008 about MDR
Southwestern Energy: Outlook Provides Compelling Valuation
on Jun 29, 2008 about SWN
Denison Mines: A Play on Escalating Uranium Demand
on Jun 26, 2008 about DNN, CCJ
Petrohawk: A Play on Appreciating Natural Gas Prices
on Jun 25, 2008 about HK
EOG Resources: Continue to Buy on Pullbacks
on Jun 23, 2008 about UNG, CHK, EOG
American Vanguard: Strong Agricultural Prospects Should Help Overcome Debt
on Jun 20, 2008 about MON, AVD
LSB Industries: Smallcap Fertilizer Pick
on Jun 20, 2008 about LXU
Offshore U.S. Drilling Proposals Bullish for National-Oilwell Varco
on Jun 19, 2008 about NOV
Compass Minerals Shares Continue to Point North
on Jun 19, 2008 about CMP
Is Monsanto Really a Tech Play?
on Jun 18, 2008 about MON

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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