investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Reaction to Toll
http://investmentinsight.blogspot.com/2006/09/reaction-to-toll.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Monday, September 18, 2006. By Vitaliy N. Katsenelson, CFA. September 18th, 2006 - Minyanville.com. After reading my comments on Toll Brothers (TOL). I got the following argument from a reader that I thought was interesting:. Posted by Vitaliy N. Katsenelson, CFA at 9/18/2006 11:42:00 AM. Vitaliy N. Katsenelson, CFA. Denver, Colorado, United States. View my complete profile. John Rayâ s blog.
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Don't Hit the Panic Button Just Yet
http://investmentinsight.blogspot.com/2006/09/dont-hit-panic-button-just-yet.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Sunday, September 24, 2006. Don't Hit the Panic Button Just Yet. By Vitaliy Katsenelson, CFA. September 21, 2006 - The Motley Fool. This morning, Walgreen (NYSE: WAG). And CVS (NYSE: CVS). Investors found their stocks chopped up by a bit of news from Wal-Mart (NYSE: WMT). And almost a non-event for Walgreen and CVS. The only way the news would have a meaningful impact on CVS or Walgreen is ...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Mr. Toll at "It" Again
http://investmentinsight.blogspot.com/2006/09/mr-toll-at-it-again.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Monday, September 18, 2006. Mr Toll at "It" Again. By Vitaliy N. Katsenelson, CFA. September 7th, 2006 - Minyanville.com I wrote about Mr. Toll, CEO of Toll Brothers (NYSE: TOL) before. But Mr. Toll still keeps amazing me. Reader sent me the following link to Mr. Toll's latest interview. Posted by Vitaliy N. Katsenelson, CFA at 9/18/2006 09:40:00 AM. Vitaliy N. Katsenelson, CFA. Dividends o...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Fall in love again with a bellwether friend
http://investmentinsight.blogspot.com/2006/08/fall-in-love-again-with-bellwether.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Sunday, August 06, 2006. Fall in love again with a bellwether friend. August 4th, 2006 - Financial Times By Vitaliy Katsenelson. Published: August 4 2006 19:42 Last updated: August 4 2006 19:42. The birds stopped singing. Seeing their money going nowhere during the past six years, investors’ excitement has gradually turned into indifference and then disappointment. The cold reality ...But t...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Random Thoughts
http://investmentinsight.blogspot.com/2006/08/random-thoughts.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Wednesday, August 16, 2006. I wrote these short comments on Minyanville.com between August 14-16. It's what good managers do to win ball games. This excerpt from Lion's Gate Entertainment (LGF) is a good example of that. Analyst: There does appear to be a move towards really squeezing those windows closer together. I am wondering what the pros and cons of that are. Highlights how dysfunctio...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: The Best of: Dell, Not Yet?
http://investmentinsight.blogspot.com/2006/09/best-of-dell-not-yet.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Thursday, September 14, 2006. The Best of: Dell, Not Yet? Since there are lot of new visitors to this site, I am reposting some of my older articles that I believe are still relevant today. July 14, 2006 - The Motley Fool. By Vitaliy Katsenelson, CFA. But are Dell's problems short-term in nature? Though the valuation appears alluring on the surface, I don't yet own the stock. Here's why.
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Random Thoughts
http://investmentinsight.blogspot.com/2006/08/random-thoughts_18.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Friday, August 18, 2006. August 16th, 2006. I'll pose these questions for readers:. Let's say the scenario that I described in this article. 1 The U.S. dollar reserves, would Chinese companies have to pull the money out of U.S. Treasuries? What would happen to the U.S. interest rates? Long term and short term? 2 What would happen to the Chinese/U.S. Exchange rate? I believe Microsoft (MSFT)...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Dividends on the Ride Down
http://investmentinsight.blogspot.com/2006/08/dividends-on-ride-down.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Sunday, August 13, 2006. Dividends on the Ride Down. August 11, 2006 - The Motley Fool. By Vitaliy Katsenelson, CFA. As I began analyzing amusement-park operator Cedar Fair (NYSE: FUN). It reminded me of a computer game that I used to play called Rollercoaster Tycoon, because I felt like I was on a roller coaster when debating whether to open a position in this company. Is the new, much hig...
investmentinsight.blogspot.com
Vitaliy's Contrarian Edge: Being Contrarian With Jos. A. Bank
http://investmentinsight.blogspot.com/2006/08/being-contrarian-with-jos-bank.html
My love for investing, writing and educating is only superseded by the enjoyment I receive doing them concurrently. Saturday, August 05, 2006. Being Contrarian With Jos. A. Bank. August 3th, 2006 - Minyanville.com Vitaliy Katsenelson, CFA Jos. A. Bank (JOSB) is up close to 6% after reporting truly unbelievable sales numbers for July: same store sales were up 16% and total sales were up 28%. July's performance has validated my view on the stock that you are about to read. Yogi Berra’s saying In theory the...
