Tonight's podcast, after a long hiatus of podcasting, finds me discussing a few changes in my investment approach to deal with the terrible bear market and negative trading environment, reading a poem by T.S. Eliot, sharing a letter from Bill who writes to tell me to get back podcasting, and discussing one of my recent purchases Haemonetics (HAE), which had a great quarter, beat expectations, raised guidance, and had a solid "5-yr Restated" financials from Morningstar.com.

Tonight's podcast, after a long hiatus of podcasting, finds me discussing a few changes in my investment approach to deal with the terrible bear market and negative trading environment, reading a poem by T.S. Eliot, sharing a letter from Bill who writes to tell me to get back podcasting, and discussing one of my recent purchases Haemonetics (HAE), which had a great quarter, beat expectations, raised guidance, and had a solid "5-yr Restated" financials from Morningstar.com.

In this evening's podcast, I read a poem, "Adventures of Isabel" by Ogden Nash, review my Trading Portfolio as of 6/28/08, and discuss portfolio management and responding to market influences as revealed in one's own portfolio holdings. In addition, I discuss my approach of responding to market conditions by automatically shifting into and out of equities. I also comment on the controversy I generated by buying shares of Visa (V) and then selling them just two weeks later at an 8% loss.

In this evening's podcast, I read a poem, "Adventures of Isabel" by Ogden Nash, review my Trading Portfolio as of 6/28/08, and discuss portfolio management and responding to market influences as revealed in one's own portfolio holdings. In addition, I discuss my approach of responding to market conditions by automatically shifting into and out of equities. I also comment on the controversy I generated by buying shares of Visa (V) and then selling them just two weeks later at an 8% loss.

In tonight's podcast I read a poem by Carl Sandburg, "Chicago" and examine Trimble for the third time since 2004. They reported a terrific quarter for results and I look at Morningstar.com, Yahoo "key statistics", Fidelity.com eresearch for valuation/profitability and a chart from StockCharts.com.

In tonight's podcast I read a poem by Carl Sandburg, "Chicago" and examine Trimble for the third time since 2004. They reported a terrific quarter for results and I look at Morningstar.com, Yahoo "key statistics", Fidelity.com eresearch for valuation/profitability and a chart from StockCharts.com.

On tonight's podcast I touch on the topic of "no new taxes" vs. balancing our budget, read a poem by Lewis Carroll, "Jabberwocky", and talk about my latest pick on my blog, Ametek (AME). I discuss the latest quarterly report, the "5-Yr Restated" financials from Morningstar, and a 'point & figure' chart on the stock from StockCharts.com.

On tonight's podcast I touch on the topic of "no new taxes" vs. balancing our budget, read a poem by Lewis Carroll, "Jabberwocky", and talk about my latest pick on my blog, Ametek (AME). I discuss the latest quarterly report, the "5-Yr Restated" financials from Morningstar, and a 'point & figure' chart on the stock from StockCharts.com.

On tonight's podcast I discuss Satyam (SAY). Prior to doing this, I read a poem by Raymond Carver, and share with you a letter from Don, a listener, with suggestions. Satyam is reviewed with emphasis on the latest quarter, the Morningstar.com report, some valuation numbers, and a point & figure chart from StockCharts.com.

On tonight's podcast I discuss Satyam (SAY). Prior to doing this, I read a poem by Raymond Carver, and share with you a letter from Don, a listener, with suggestions. Satyam is reviewed with emphasis on the latest quarter, the Morningstar.com report, some valuation numbers, and a point & figure chart from StockCharts.com.

In tonight's podcast (a second one at that), I read a poem "AfterApple-Picking" by Robert Frost,and then go ahead and discuss my investment strategy that involves a little bit of picking of the fruit from my stocks :). This podcast summarizes how I decide when to buy a stock, when to sell a stock, and how to respond to market influences by observing your own portfolio moving back and forth from cash into equities and back again. Even my cat got into the act tonight!

In tonight's podcast (a second one at that), I read a poem "AfterApple-Picking" by Robert Frost,and then go ahead and discuss my investment strategy that involves a little bit of picking of the fruit from my stocks :). This podcast summarizes how I decide when to buy a stock, when to sell a stock, and how to respond to market influences by observing your own portfolio moving back and forth from cash into equities and back again. Even my cat got into the act tonight!

On Tonight's Podcast I read a poem from Dylan Thomas, "Do Not Go Gentle into That Good Night" and review FTI Consulting (FCN). I touch on the difficulties facing the current market and the need to maintain an investment strategy to deal with changing fortunes. I review the latest quarterly report, the Morningstar.com "5-Yr Restated" financials and a 'point & figure' chart appearance.

On Tonight's Podcast I read a poem from Dylan Thomas, "Do Not Go Gentle into That Good Night" and review FTI Consulting (FCN). I touch on the difficulties facing the current market and the need to maintain an investment strategy to deal with changing fortunes. I review the latest quarterly report, the Morningstar.com "5-Yr Restated" financials and a 'point & figure' chart appearance.

In tonight's podcast I share with you a poem "Things I Didn't Know I Loved" by Nazim Hikmet a Turkish poet. Then I review an old favorite of mine Hologic (HOLX) which continues to produce superb financial results, and discuss briefly how portfolio management is helping me deal with the volatility of the stock market and the possible bear market/recession that we are dealing with.

In tonight's podcast I share with you a poem "Things I Didn't Know I Loved" by Nazim Hikmet a Turkish poet. Then I review an old favorite of mine Hologic (HOLX) which continues to produce superb financial results, and discuss briefly how portfolio management is helping me deal with the volatility of the stock market and the possible bear market/recession that we are dealing with.

On this morning's podcast I discuss strategies I employ to deal with the current market correction, read "Casey at the Bat" by Ernest Thayer, and review my experience with my Morningstar investment and how I sell shares as stocks advance, limit my losses, and listen to my portfolio to respond to market moves.

On this morning's podcast I discuss strategies I employ to deal with the current market correction, read "Casey at the Bat" by Ernest Thayer, and review my experience with my Morningstar investment and how I sell shares as stocks advance, limit my losses, and listen to my portfolio to respond to market moves.

Merry Christmas! On tonight's podcast, I discuss Movado Group and read a poem by Emma Lazarus that is on the pedestal of the Statue of Liberty "The New Colossus" by Emma Lazarus. I don't own any shares of MOV, but like the recent quarter that beat expectations, the raised guidance, the steady Morningstar.com "5-Yr Restated" financials, the increasing dividend, stable outstanding shares, and solid balance sheet. I review these results and look at a 'point & figure' chart from...

Merry Christmas! On tonight's podcast, I discuss Movado Group and read a poem by Emma Lazarus that is on the pedestal of the Statue of Liberty "The New Colossus" by Emma Lazarus. I don't own any shares of MOV, but like the recent quarter that beat expectations, the raised guidance, the steady Morningstar.com "5-Yr Restated" financials, the increasing dividend, stable outstanding shares, and solid balance sheet. I review these results and look at a 'point & figure' chart from...

On tonight's podcast, I discuss Graham (GHM) a stock that I recently purchased shares for my own trading account. I first read "Mending Wall" by Robrt Frost, then explain my criteria for identifying stocks starting with top percentage gainers, strong latest quarter, and longer-term results. I review these findings, discuss some valuation numbers and point out the 'point and figure' chart characteristics and why I chose to break my own rules and jump in and buy some shares.

On tonight's podcast, I discuss Graham (GHM) a stock that I recently purchased shares for my own trading account. I first read "Mending Wall" by Robrt Frost, then explain my criteria for identifying stocks starting with top percentage gainers, strong latest quarter, and longer-term results. I review these findings, discuss some valuation numbers and point out the 'point and figure' chart characteristics and why I chose to break my own rules and jump in and buy some shares.

In tonight's podcast, continuing my recent tradition, I read a poem, this one by Raymnd Carver called "At Least", and then take a closer look at Garmin (GMN) which recently called off an acquisition and secured data from Navteq for an additional four years. I review the latest quarterly report, the Morningstar.com financials, and a 'point & figure' chart. I explain why I like this stock and have once again reposted this stock on my blog.

In tonight's podcast, continuing my recent tradition, I read a poem, this one by Raymnd Carver called "At Least", and then take a closer look at Garmin (GMN) which recently called off an acquisition and secured data from Navteq for an additional four years. I review the latest quarterly report, the Morningstar.com financials, and a 'point & figure' chart. I explain why I like this stock and have once again reposted this stock on my blog.

Tonight I discuss an auto parts firm that made my blog, LKQ Corporation (LKQX) and share with all of you a poem by Henry Reed "Naming of Parts". This stock pick exemplifies my thinking about identifying new names for consideration for investment.