This is today’s blog.
I’m at our country palace with the kids. My Fairpoint DSL line is busted. I don’t know why. No one seems to know. I’m still on hold, an hour later. At least they speak English.
My Verizon “personal hot spot” gives slowness a whole new meaning. But it’s what got me on this morning.
Always have it as a backup.
I have two more birthday presents:
From Bill,
+ I like First Republic Bank-(FRC)- San Francisco and AES Corp. Also like Real Estate- Self Storage Industry.
From Steve,
+ I would look hard at SCIF. Also nobody put AAPL down. It is looking very interesting again. The guy that mentioned NG is looking right to me. The miners are so beat to crap that many good ones are trading like cheap options that won’t expire. EMXX comes to mind. Or OCANF (the pink sheet listing for Oceana Gold). OCANF has been going up while gold has been in the crapper. Look at that chart. Any miner that can be rising in this horrible market is a strong company and I never hear it mentioned.
If you missed yesterday’s really good birthday stock picks, click on the headline “Today’s tiny blog” a couple of times. You’ll see the headline for yesterday’s column appear on the left. Click on that.
That’s it. See you tomorrow. Then we’ll choose which are our favorites.
Never get a DSL line — if you can avoid it. Sadly, I can’t. The boonies are poorly served.
Harry
Harry – What is your opinion on SaaS companies like Workday, Salesforce, NetSuite etc? I work in Saas in Asia and the valuations for SaaS companies in the US is off the charts. Do you think this industry has legs or is it just a huge bubble? Interested in your insights one day if had time.
Harry, when in the boonies I use my iPhone as a personal hotspot (ATT) and have no problems whatsoever…