Harry Newton's In Search of The Perfect Investment
Newton's In Search Of The Perfect Investment. Technology Investor.
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8:30 AM Tuesday, November 8, 2005:
Not an easy market. Best played short-term. Recent picks Qualcomm and
now TiVo have done well. Whole Foods and InSite Vision
bounced up, then eased off. How short-term to play? A day or two for some. Months
for others. Keep tight stop losses -- no more than 10%. Key tools:
+ Google alerts
can tell tell how "hot" a stock is. Receive many alerts each day
you know the stock is "hot." The service is free and easy to turn
on and off. Click here.
+ Short-term stock movements are useful. The Wall Street Journal
has list of daily gainers and losers. For the gainers, Click
here. For the losers, click
here.
+ Stock screeners
can highlight large earnings gains, etc. Yahoo! Finance has one.
Click here.
SmartMoney has one. Click
here.
Sorry tech state from Fred Hickey: Fred
writes the best newsletter on tech stocks. It's called The High-Tech Strategist.
He knows the industry intimately. Sadly, he's mostly bearish. His November
newsletter shows him long AMD, Borland, Novell, 3Com and Adaptec.
But he's mostly in cash and treasuries. His summary of the industry:
After reviewing
the quarterly reports from many of the major tech companies last month, it
became clear that the industry is still in a sorry state. There are too many
vendors with too much capacity and that has led to widespread pricing and
margin pressures. It's profitless prosperity ... 2006 is shaping up to be
a year to forget. Once again, I hope to capture some of the downside through
put options....
Visit
Ad-Tech. If you're in New York, come over to the New
York Hilton and visit the Ad-Tech trade show. "Learn the disciplines, tools
and techniques that today's executives need to succeed in the new "Age
of Engagement."
Useful facts:
+ In West Virginia if you run over an animal, you can legally take it home and
cook it for dinner.
+ Rameses condoms are named after the great Egyptian pharaoh, who fathered 160
children.
Are you nuts?
During a visit to the mental asylum, a visitor asked the Director what the criterion
was which defined whether or not a patient should be
institutionalized.
"Well,"
said the Director, "we fill up a bathtub, then we offer a teaspoon, a teacup
and a bucket to the patient and ask him or her to
empty the bathtub."
"Oh, I understand,"
said the visitor. "A normal person would use the bucket because it's bigger
than the spoon or the teacup."
"No."
said the Director, "A normal person would pull the plug. Do you want a
room with or without a view?
Recent
column highlights:
+ Dumb reasons we hold losing stocks. Click
here.
+ How my private equity fund is doing. Click
here.
+ Blackstone private equity funds. Click
here.
+ Manhattan Pharmaceuticals: Click
here.
+ NovaDel Biosciences appeals. Click
here.
+ Hana Biosciences appeals. Click
here.
+ All turned on by biotech. Click
here.
+ Steve Jobs Commencement Address. The text is available:
Click here. The full audio is available. Click
here.
+ The March of the Penguins, an exquisite movie. Click
here.
+ When to sell stocks. Click
here.

Harry Newton
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
is . You can't
click on my email address. You have to re-type it . This protects me from software
scanning the Internet for email addresses to spam. I have no role in choosing
the Google ads. Thus I cannot endorse any, though some look mighty interesting.
If you click on a link, Google may send me money. That money will help pay Claire's
law school tuition. Read more about Google AdSense, click
here and here.
Go back.
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