Wednesday, December 21, 2005
Sorting Through
I am thrilled with all of the chatter created with the 2006 prediction post and the follow up posts. I have had a lot of comments from folks stating the bull case. I still think the bull case is based more on perception of fundamental current events than how, I think, the market just works. That being said the bull case could turn out to be correct.
Part of why I think do-it-yourselfers read this site is to learn some of how I think and view things. Hopefully they take in content from several sources. If you are interested in really getting into the bull case I would tell you to look at any of the comments left by Jack Miller or better yet go visit his blog. Jack gets a lot of stuff right. I disagree with him about 2006, but I hope he's right.
Long time reader George left a great comment, noting that up a little is not in the bag yet. With seven trading days left he is correct but yikes, 50 points lost that quickly? I think that would cause all sorts of pandemonium.
I stumbled across an article from the Forbes site called 6 Stocks and 6 Funds for 2006. By the title I thought that meant six stocks and then six funds for a total of twelve. I went through the slide show twice and it turns out six and six just means six, not twelve.
Anywho, the picks were FTO, MSFT, IPAS, EWJ, FSCOX and JATTX. I have no smart alec comments, just passing along the picks. Given that I had to take a shot at my top pick for TheStreet.com, it would be tough to cast a stone at this.
I got an email from the Yahoo Mail Beta Team offering me access to their new email (beta test for now). The new layout sort of looks like Gmail. I did not completely explore it but it looks like it has the auto-refresh feature that Gmail has. As you might imagine it can be a huge time saver if you get a lot of email.
I'm sure there were other things but if my first impression of the new Yahoo mail was correct, is it really just a me too version of Gmail? If so is that a bad thing? Clients still own Yahoo. One idea behind the position is my belief that nothing will happen in the Internet world without Yahoo. Yahoo may be a little late with an enhanced email but it is in the game.
Part of why I think do-it-yourselfers read this site is to learn some of how I think and view things. Hopefully they take in content from several sources. If you are interested in really getting into the bull case I would tell you to look at any of the comments left by Jack Miller or better yet go visit his blog. Jack gets a lot of stuff right. I disagree with him about 2006, but I hope he's right.
Long time reader George left a great comment, noting that up a little is not in the bag yet. With seven trading days left he is correct but yikes, 50 points lost that quickly? I think that would cause all sorts of pandemonium.
I stumbled across an article from the Forbes site called 6 Stocks and 6 Funds for 2006. By the title I thought that meant six stocks and then six funds for a total of twelve. I went through the slide show twice and it turns out six and six just means six, not twelve.
Anywho, the picks were FTO, MSFT, IPAS, EWJ, FSCOX and JATTX. I have no smart alec comments, just passing along the picks. Given that I had to take a shot at my top pick for TheStreet.com, it would be tough to cast a stone at this.
I got an email from the Yahoo Mail Beta Team offering me access to their new email (beta test for now). The new layout sort of looks like Gmail. I did not completely explore it but it looks like it has the auto-refresh feature that Gmail has. As you might imagine it can be a huge time saver if you get a lot of email.
I'm sure there were other things but if my first impression of the new Yahoo mail was correct, is it really just a me too version of Gmail? If so is that a bad thing? Clients still own Yahoo. One idea behind the position is my belief that nothing will happen in the Internet world without Yahoo. Yahoo may be a little late with an enhanced email but it is in the game.
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2 comments:
here are the 12...
...http://www.marketwatch.com/portfolio/view.asp?siteid=mktw&uid={9d584db1-580d-4f8c-8162-6983db84f6af}&pid={586A4DC0-B490-4FB4-955E-950D4EF7EA56}
Roger,
TYVM for the nice plug. Like many others, I try hard to "get it right" but believe in long-term investing because getting the short-term consistently right is impossible.
BTW, I think the deal which will allow Google Talkers to chat with AOL AIMers is significant. What do you think? Will Yahoo or MSFT want to join the party? Universal access would put instant messaging (including the voice features) over the top.
If Yahoo, Gmail or anyone else offers great spam and virus blocking, I'm there in a heart beat.
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