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 Mathieu     market-thoughts.blogspot.com     Graphic_subscribe   

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    Community Rank: Analyst (169 pts)  |  Member since 08/22/2006
Praa
Picks Performance:
Outperforms
69%
of community

What's this?
All-time Return
-54.26%
(in over 6 years) 		Risk (SD)
Aggressive
0.00% 		Sharpe Ratio
-4.2
Followers
1 		Winning Picks
2 of 6 		Total Views
5887

Shared Picks   |   Personal Portfolio   |   Voted Picks   |   Commented On  

View:   Shared Picks (Quick) / (Detailed)   |    Personal Portfolio

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August 22

Bearish on GOOG ...
Praa
   Mathieu   08/22/06  

This pick is about: Google Inc (GOOG)
Rating:   Negative   $378.29001 (08/22/06)
Gain/Loss:   -130.51% in 2491 days
1 pt


One trick pony with a market cap higher that PG, JNJ and other S&P500 companies with real tangible assets


Bearish on CROX ...
Praa
   Mathieu   08/22/06  

This pick is about: Crocs Inc (CROX)
Rating:   Negative   $13.63 (08/22/06)
Gain/Loss:   -20.10% in 2491 days
2 pts


One single product, easily copied, temporary fad


Bearish on URBN ...
Praa
   Mathieu   08/22/06  

This pick is about: Urban Outfitters Inc (URBN)
Rating:   Negative   $16.54 (08/22/06)
Gain/Loss:   -148.97% in 2491 days
1 pt


Former darling of the Nasdaq, got out-trendied by others


Bullish on TALX ...
Praa
   Mathieu   08/22/06  

This pick is about: TALX Corp (TALX)
Rating:   Positive   $20.79 (08/22/06)
Gain/Loss:   n/a in 2491 days (+0.96% from dividend)
Allocation:   26.2% of portfolio
1 pt


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 employers


Bullish on GOL ...
Praa
   Mathieu   08/22/06  

This pick is about: GOL Linhas Areas Inteligentes SA (GOL)
Rating:   Positive   $33.0 (08/22/06)
Gain/Loss:   -86.67% in 2491 days (+1.27% from dividend)
Allocation:   41.6% of portfolio
1 pt


One of few profitable airlines Will benefit from Varig slump and new routes all over latin america


Bearish on IRM ...
Praa
   Mathieu   08/22/06  

This pick is about: Iron Mountain Inc (IRM)
Rating:   Negative   $38.7 (08/22/06)
Gain/Loss:   +25.37% in 2491 days
1 pt


Buffet loaded in 2005, made a nice profit and unloaded in the Spring 06 Great company but will lack coverage and is highly cyclical


Bullish on MSFT ...
Praa
   Mathieu   08/22/06  

This pick is about: Microsoft Corp (MSFT)
Rating:   Positive   $25.62 (08/22/06)
Gain/Loss:   +38.17% in 2491 days (+1.56% from dividend)
Allocation:   32.3% of portfolio
1 pt


Vista + Xbox 360 + Office Live + Live + new MSN = solid new generation of cash cows Safe tech co in bearish market, dividend + share repurchase


 
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More about Mathieu

Avg exp holding time:
2493.00 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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