Harry Newton's In Search of The Perfect Investment
Newton's In Search Of The Perfect Investment. Technology Investor.
8:30 AM EST, Friday, September 28, 2007: Claire's
wedding is tomorrow. I can barely see my screen for the tears. The relatives
have flown in from hither and thither. Apart from the inevitable "You
won't believe what the airlines did to us" stories, they all survived.
The wedding is in a Western Massachusetts "barn" --- actually a failed
farm-converted successful wedding venue. The good news: there won't be a recession
in Western Massachusetts this year. The bad news: Harry is providing the deficit
now, the tech boom continues: A neat portfolio might consist of Anadigics
(ANAD), Apple (AAPL), Baidu (BIDU), Cisco (CSCO), EMC, Garmin (GRMN), Google
(GOOG), Research in Motion (RIMM), Salesforce.com (CRM), Shutterfly (SFLY),
Synchronus Technology (SNCR), VMware (VMW). These guys are in the right place
at the right time. Their charts look good.
children ALL appeared with Thinkpads: Young and old models of the
tiny, ultra-portable, ultra-light Lenovo X61s. They all love their machines.
Here's the excellent keyboard.
me. When EWA dropped to $23, I didn't back up the truck and load
the boat. Or is it load the truck and back up the boat? Whatever. I ignored
the dip. And look now, my favorite Aussie index, has bounced back and is even
higher. Buying on the latest dip proved very profitable for more people smarter
to boom in all ways. Want more? Back up the truck and I'll dump in latest research
on the buoyant Australian economy.
professors studied what happened in August -- when stockmarkets
blipped and turned squirrelly. The professors figured it was all started by
an unknown multibillion-dollar fund unwinding its holdings. They don't know
why the fund dumped its holdings. But they sure panicked a lot of people. For
the story, click
DSL to your country house: If they tell you,
you're too far from the telephone company's office, ask them to install a "loop
extender." If they don't know what that is, ask them to send me an email.
in Saudi Arabia? There
are stirrings that, one day, women will be allowed to drive a car. Today they
have to employ a driver, which is an expensive way to go shopping. From today's
New York Times:
Some Saudi officials
and religious men agree with the women that Islam does not forbid women to
drive. In the past, Saudi women were able to move freely on camel and horseback,
and Bedouin women in the desert openly drive pickup trucks far from the public
religious conservatives maintain that allowing women to drive would open Saudi
society to untold corruption. Women alone in a car, they say, would be more
open to abuse, to going wayward, and to getting into trouble if they had an
accident or were stopped by the police. The net result would be an erosion
of social mores, they say.
A man and his wife were celebrating 50 years together. Their three
kids, all very successful, agreed to a Sunday dinner in their honor.
Mom and Dad," gushed son number one. "Sorry I'm running late. I had
an emergency at the hospital with a patient. You know how it is, and I didn't
have time to get you a gift." "Not to worry," said the father.
"The important thing is that we're all together today."
Son number two
arrived and announced, "You and Mom look great, Dad. I just flew in from
Los Angeles between depositions and didn't have time to shop for you."
"It's nothing," said the father. "We're glad you were able to
come." Just then the daughter arrived. "Hello and happy anniversary
! I'm sorry but my boss is sending me out of town and I was really busy packing
so I didn't have time to get you anything" Again the father said, "I
really don't care. At least the five of us are together today."
After they had
finished dessert, the father said, "There's something your mother and I
have wanted to tell you for a long time. You see, we were very poor. Despite
this, we were able to send each of you to college. Throughout the years your
mother and I knew that we loved each other very much but we just never found
the time to get married."
The three children
gasped and said, "You mean we're bastards?"
"Yes," said the father. "And cheap ones, too."
President goes to Brooklyn
The President turned to one of his advisors, who happened to be Jewish,
and asked, "How come Jews are always so well informed?"
do you mean sir?"
"It just seems that Jews are always up on the latest news. How do they
interesting observation. It could be because when Jews go to the synagogue to
daven, they always turn to the person sitting next to them and say "Nu?"
"What? Is it that simple?"
think so sir."
let's put it to the test. Take me to the nearest Synagogue."
The two board
a limousine and are driven to the nearest Synagogue. Once inside, the President
sits down among the congregation next to an elderly Jewish man. He looks around,
then turns to the man and says softly, "Nu?"
The elderly man
leans toward him and replies, "You know, I hear the President is going
to daven with us today."
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.