Harry Newton's In Search of The Perfect Investment
Newton's In Search Of The Perfect Investment. Technology Investor.
8:30 AM EST, Wednesday, December 5, 2007: The
BIG money is made on Wall Street by anticipating the next fashion. Think previous
fashions -- China. Bird flu. Alternative energy. Home builders. Oil service
companies. Financials. The Internet and of course.... Technology. And even biotechs.
Fashions blow in and blow out. Ride them well -- and fast -- make money.
Stick around too long and you lose and lose big-time.
If you're Jim Cramer with a daily deadline and an audience hungry for the next
fashion, you sometimes get desperate. Last night he predicted illegal immigration
as the hot topic for next year's presidential election. He may be right. His
thesis: We're going to build a 1,700 fence along the border with Mexico and
Raytheon is gong to build it.
Fence map from BorderFenceProject.com
-- "American Citizens securing the borders themselves."
Raytheon is a
big, profitable and growing defense contractor, whose shares (like most everyone
else) have stumbled recently.
Personally I don't
see the fence being built. The cost is way prohibitive; the end effectiveness
dubious. And I'm not sure we want to annoy Mexico, whose president is strongly
against it. But discussion of the fence might boost Raytheon's stock. Maybe.
I was amused to
read comments on Yahoo Finance this morning. The first one:
and his Warhawk cronies are lame ducks. The Republican administration and
all the Defense Lobbiest are out. Bail on DEFENSE STOCKS NOW!!! DON'T WAIT
FOR THE BIG BOYS TO TAKE A DUMP ON YOU AS YOU BUY IN AND THEY SELL OUT.
COMING TO OFFICE AND THEY WANT HEALTHCARE, STEM CELL RESEARCH, GREEN TECHNOLOGY,
ALTERNATIVE FUEL, SOLVE THE HOUSING AND CREDIT CRISIS IN TERMS OF BIG BUY
OUT. DON'T LET THE BIG BOYS OFF THE ROPES. DON'T LISTEN TO CRAMER AND HIS
GOLDMAN SACHS LACKEYS.
- FROM THE BIG
The second one:
Cramer Again! I LOVE IT!
What else can you do. RTN (Raytheon) is a great company and is lagging the
others in the sector. He is absolute right in what he's saying.
And you shorts are just mad that you have to cover now and maybe try entering
again at 68 or 69.
I would say this stock will push to a new high and then maybe back up a little.
I'm not playing
this one. But I am amused.
on Iraq: $3.5 trillion.
on pumping gas:
buy or fill up your car or truck in the early morning when the ground temperature
is still cold. You get more gas for money.
+ When you're
filling up do not squeeze the trigger of the nozzle to a fast mode. All hoses
at the pump have a vapor return. If you are pumping on the fast rate, some of
the liquid that goes to your tank becomes vapor. Those vapors are sucked up
and back into the underground storage tank so you're getting less gas for your
+ Always fill
up when your gas tank is HALF FULL or HALF EMPTY. The more gas you have in your
tank the less air occupying its empty space. Gasoline evaporates faster than
you can imagine.
+ If a gas truck is pumping into the storage tanks when you stop to buy gas,
do not fill up. Most likely the gasoline is being stirred up, You will pick
up some of the dirt that normally settles on the bottom.
yourself a flu shot: Study Shows Why the Flu Likes Winter. From today's
New York Times:
New York believe they have solved one of the great mysteries of the flu: Why
does the infection spread primarily in the winter months? The answer, they say,
has to do with the virus itself. It is more stable and stays in the air longer
when air is cold and dry, the exact conditions for much of the flu season.
virus is more likely to be transmitted during winter on the way to the subway
than in a warm room, said Peter Palese, a flu researcher who is professor
and chairman of the microbiology department at Mount Sinai School of Medicine
in New York and the lead author of the flu study. ...
Flu season in
northern latitudes is from November to March, the coldest months. In southern
latitudes, it is from May until September. In the tropics, there is not much
flu at all and no real flu season.
you like theater, you must see this:
Sold out in Chicago,
now in New York, a wonderful (but very long -- 3 1/2 hours) drama of a family
of serious nutcases set in Osage County, Oklahoma. This is powerful, funny,
engrossing theater at its best. Tip: If your hearing sucks (like mine), get
yourself the theater's earbuds. We saw the show last night, which happened to
be opening night (a pure coincidence). For tickets, Telecharge.
oil hits $100, there are options:
This guy raised an abandoned moose calf with his horses. He has trained it for
lumber removal and other hauling tasks. Given the 2,000 pounds of robust muscle,
and the splayed, grippy hooves, he claims it is the best work animal he has.
He says the secret to keeping the moose around is a sweet salt lick. The moose
disappears during the rut for a couple of weeks, but he always comes home.
know I'm sick. But this is genuinely funny.
A father was at the beach with his children
when the four-year-old son ran up to him, grabbed his hand, and led him to the
shore where a seagull lay dead in the sand.
"Daddy, what happened to him?" the son asked.
died and went to Heaven," the Dad replied.
boy thought a moment and then said, "Did God throw him back down?"
Kids - 2
A wife invited some people to dinner.
the table, she turned to their six-year-old daughter and said, "Would you
like to say the blessing?"
"I don't know what to say," the girl replied.
"Just say what you hear Mommy say," the wife answered.
daughter bowed her head and said, "Lord, why on earth did I invite all
these people to dinner?"
This column is about my personal search for the perfect
investment. I don't give investment advice. For that you have to be registered
with regulatory authorities, which I am not. I am a reporter and an investor.
I make my daily column -- Monday through Friday -- freely available for three
reasons: Writing is good for sorting things out in my brain. Second, the column
is research for a book I'm writing called "In Search of the Perfect
Investment." Third, I encourage my readers to send me their ideas,
concerns and experiences. That way we can all learn together. My email address
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