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 EST, Tuesday, October 16, 2007: Small
tech portfolio that's interesting and which I own: Anadigics, EMC, Riverbed
Technology, Shutterfly, Synchronoss Technologies. Two others that look interesting
which I also own: Biomarin Pharmaceuticals and Quintana Maritime.
Most interesting
one is Synchronoss (SNCR), which benefits by exploding iPhone sales and triple
play cable sales -- video, voice, Internet. Second most interesting one is Quintana
Maritme (QMAR), now seeing exploding demand for worldwide dry bulk shipping.
Bird
Flu is back. The dreaded H5N1 avian flu mutated last August into
a virulent form that can now spread from person to person. Here are the best
of the bird flu breed. Some are exploding. Some are collapsing.

The blank lines
have no significance, except that QCharts, under its latest ownership, is all
screwed up.
Even if you don't
buy any of these flu stocks, get yourself a flu vaccine shot asap.
The
Fox Business Channel opened last night. It's on your cable and DirecTV.
So far, I can't tell the difference between it and CNBC. Endless talking heads
trying to hype everything. They sell more advertising when things are booming.
I prefer Bloomberg TV.
Excel
keyboard shortcuts. My son's collection.: Click
here.
Dumb
magazine decisions: BusinessWeek
and Fortune are two dying business magazines that have been dumbing-down
and sensationalizing their fare. In contrast, the Economist, treats its readers
intelligently. It remains my favorite business magazine. Its circulation has
been exploding. This is not a chart you see often in print media:

What got me on this kick is that BusinessWeek has just released the fruits
of 18 months -- yes, you read right -- of redesign. The results are abysmal.
The thing now looks like one giant advertorial. It's unreadable.
My
tax return went in last night: I learned if I earn ordinary income
(from exertion and interest)I pay 43% tax -- that's New York City, State
and Federal. If I earn long-term capital gains and qualified dividends I pay
26%. That's a huge 17% difference -- it's hardly worth working
for a living. What's disconcerting is that my tax rate is lower (substantially
lower) than my accountant's.
What
we have to look forward to.
A couple in their 80's were about to get married.
She said: "I
want to keep my house."
He said: "That's
fine with me."
She said: "And
I want to keep my Cadillac."
He said: "That's
fine with me."
She said: "And
I want to have sex 6 times a week."
He said: "That's
fine with me, put me down for Fridays."
How
to recognize a hunter with a DUI conviction:

Why
men do not write advice columns:
Dear Walter:
I hope you can
help me here. The other day I set off for work leaving my husband in the house
watching the TV as usual. I hadn't gone more than a few hundred yards down the
road when my engine conked out and the car shuddered to a halt. I walked back
home to get my husband's help.
When I got home
I couldn't believe my eyes. He was parading in front of the wardrobe mirror
dressed in my underwear and high-heel shoes, and he was wearing my make up.
I am 32, my husband
is 34 and we have been married for twelve years. When I confronted him, he tried
to make out that he had dressed in my lingerie because he couldn't find his
own underwear. But when I asked him about the make-up, he broke down and admitted
that he'd been wearing my clothes for six months. I told him to stop or I would
leave him.
He was let go
from his job six months ago and he says he has been feeling increasingly depressed
and worthless. I love him very much, but ever since I gave him the ultimatum
he has become increasingly distant. I don't feel I can get through to him anymore.
Can you please help?
Sincerely,
Mrs. Sheila Lusk
Dear Sheila:
A car stalling
after being driven a short distance can be caused by a variety of faults with
the engine. Start by checking that there is no debris in the fuel line. If it
is clear, check the jubilee clips holding the vacuum pipes onto the inlet manifold.
If none of these approaches solves the problem, it could be that the fuel pump
itself is faulty, causing low delivery pressure to the carburetor float chamber.
I hope this helps.
Walter

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. Please
note I'm not suggesting you do. That money, if there is any, may help pay Claire's
law school tuition. Read more about Google AdSense, click
here and here.
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