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Category: Stock ideas

Is Sentiment on SHLD Really Negative?

December 9, 2005 Administrator 1 Comment

Jim Cramer has been pushing Sears Holdings (SHLD) because he believes the operations are improving and that sentiment on the…

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Posted in: Long stock ideas, Short stock ideas, Stock ideas

Avoid Black-Hole Buybacks

November 23, 2005 Administrator 2 Comments

"Stock buybacks are the simplest and best way a company can reward its investors." — Peter Lynch As the number…

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Posted in: Long stock ideas, Stock ideas, Structural

Sign o’ the times – S&P adds REIT and Homebuilder

August 18, 2005 Administrator 1 Comment

The S&P stock committee became more active in adding and removing companies from its indexes in the mid 1990s and,…

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Posted in: If you're bearish..., Short stock ideas, Stock ideas

The Best Laid Plans Of Mice and (Oil) Men

July 22, 2005 Administrator 1 Comment

The strong fundamentals of the oil markets are trumping the technicals and even the overly-positive sentiment.  While my call for…

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Posted in: Short stock ideas, Stock ideas

Steel Stocks Hit Peak Earnings

June 20, 2005 Administrator 2 Comments

Last night, Nucor (NUE) told us what the charts and smaller steel companies have been telling us for months.  The…

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Posted in: Short stock ideas, Stock ideas, Structural

Tech Charts of Interest

May 16, 2005 Administrator 3 Comments

Since tech is beginning to show some signs of life, I’ve picked some interesting charts to keep half an eye…

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Posted in: If you're bullish..., Long stock ideas, Stock ideas

Sentiment and GM

May 4, 2005 Administrator 22 Comments

The news this morning that Kirk Kekorian wants to up his stake in GM, has very bullish implications for several…

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Posted in: If you're bearish..., If you're bullish..., Stock ideas, Structural

Large Cap Growth Lags

February 24, 2005 Administrator

I’m not the first to bring this observation but when I ran the statistics for year end 2004, I thought…

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Posted in: Long stock ideas, Stock ideas, Structural

Twitter

Contrahour Follow 24,946 2,364

It's always darkest before it turns pitch black.

Contrahour
Contrahour avatar Contrahour @Contrahour ·
5 Apr 2025 1908515544120041533

The consequences will be staggering, by @SteveSchmidtSES https://open.substack.com/pub/steveschmidt/p/the-consequences-will-be-staggering?r=oci&utm_campaign=post&utm_medium=email

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Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853503533422940221

High tariffs are deflationary, not inflationary, because they bring the economy to a screeching halt while everyone tries to figure out what's going on.

High tariffs are deflationary, not inflationary, because they bring the economy to a screeching halt while everyone tries to figure out what's going on.
derek guy @dieworkwear

Clothing prices if Trump imposes a 25% tariff on all Mexican imports

— Levi's jeans: $79.50 ➡️ $99.38
— Patagonia hoodie: $89➡️ $111.25
— Tecovas cowboy boots: $345➡️ $431.25
— RRL Halkirk jacket: $790➡️ $987.50

Nike, Hickey Freeman, and New Balance also produce in Mexico

Reply on Twitter 1853503533422940221 Retweet on Twitter 1853503533422940221 0 Like on Twitter 1853503533422940221 1 Twitter 1853503533422940221
Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853412925978837425

🤣

derek guy @dieworkwear

How to dress for the civil war (aka how to style cool military items). 🧵

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Contrahour avatar Contrahour @Contrahour ·
4 Nov 2024 1853411906213523855

Checking in on Trump's rally last night...

https://www.youtube.com/embed/LI_Oe-jtgdI Twitter feed video.
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dieworkwear avatar derek guy @dieworkwear ·
2 Nov 2024 1852770411127394785

But this framework gets you closer to understanding why certain things don't work. The chances of you looking bad in a suit jacket worn without the matching pants is very high because it'll look like you spilled something on your suit pants and had to change out of them.

Image for the Tweet beginning: But this framework gets you Twitter feed image.
Image for the Tweet beginning: But this framework gets you Twitter feed image.
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Contrahour avatar Contrahour @Contrahour ·
3 Nov 2024 1852907889024709043

Raising children has been by far the most difficult thing we've ever done. It's expensive, infuriating, and often demoralizing. I love my kids more than anything, but to say it's a tragedy not having kids is silly. It's a good decision in a lot of cases.

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