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Mathieu market-thoughts.blogspot.com

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Community Rank: Analyst (169 pts) | Member since 08/22/2006

Picks Performance:

Outperforms

69%

of community

What's this?

All-time Return -17.05% (in over 3 years)	Risk (SD) Aggressive 0.00%	Sharpe Ratio -4.2
Followers 1	Winning Picks 3 of 6	Total Views 2706

Overview

Stocks

Stats

Community

Widget

Last Activity: Added GOOG to bearish list on 08/22/06

Current Stock List:

Symbol	SP Sentiment	Return	Since
GOOG		-48.70%	08/22/06
CROX		+59.94%	08/22/06
URBN		-97.64%	08/22/06
TALX	N/A	-99.04%	08/22/06
GOL		-61.45%	08/22/06
IRM		+33.64%	08/22/06
MSFT		+14.72%	08/22/06

All-time Sectors of Interest

... View All >

Opinion & Analysis

Bearish on GOOG ... about GOOG 08/22/06
One trick pony with a market cap higher that PG, JNJ and other S&P500 companies with real tangible assets

Bearish on CROX ... about CROX 08/22/06
One single product, easily copied, temporary fad

Bearish on URBN ... about URBN 08/22/06
Former darling of the Nasdaq, got out-trendied by others

Bullish on TALX ... about TALX 08/22/06
Got runned down recently for reasons I don't understand. Have grown earnings in accelerating fashion for the past 20 or so quarters. Talx provides backgound (diploma, salary, etc) checking for emplo

Bullish on GOL ... about GOL 08/22/06
One of few profitable airlines Will benefit from Varig slump and new routes all over latin america

... View All >

Discussions

Mathieu hasn't participated in any discussions yet.

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More about Mathieu

Avg exp holding time:
1176.00 days

Location:
Chicago

Website:
market-thoughts.blogspot.com

About Me:

amateur investor with decent record vs SP500 and no nonsense approach

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IN THE PRESS

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