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Fear and Loathing in 2009

Todd,
I think your clear thinking is on the mark for 2009-2010. Most investors do not know we entered a secular bear market in 2000. The Oct. 2007 high on the SP is the end of a cyclical bull market within this bear. Secular bull and bear markets last a long time often 15 to 20 years, witness the last secular bear from 1966 to 1982 and the secular bull from 1982 to 2000.
Dec 24 11:53 am |Rating: +3 -2 |Link to Comment |View article
Eddie Lampert's Troubles: It's Not Just Sears

Lambert's portfolio is as amateur as Bill Miller's. Each should be flipping hamburgers at MCD instead of destroying shareholder's wealth on Wall Street.
Nov 21 10:54 am |Rating: +1 0 |Link to Comment |View article
What Are Some of the Best Hedge Fund Managers Doing?

I like Simon's portfolio the best. He knows all the mathematical skills in the world cannot predict future stock prices for marginal companies. Solid companies with deep markets and pricing power are more amenable to statistical analysis
Nov 20 18:16 pm |Rating: 0 0 |Link to Comment |View article

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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.
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