ValueHuntr submits:
A year ago we wrote a post on Trident Microsystems, Inc. (TRID) and why we believed there was a lot of value in the company. If you are not familiar with the company, here is what you need to know:
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Trident Microsystems, Inc. designs, develops, and markets integrated circuits (ICs) for digital media applications, such as digital television (DTV) and liquid crystal display television (LCD TV)
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Glenn Rogers submits:
I like two gold ETFs: Market Vector Gold Miners (NYSE: GDX) and the new Market Vector Junior Gold Miners (NYSE: GDXJ), both of which give you broad exposure to the gold sector. GDX is made up of the larger companies while GDXJ is a more speculative play on smaller exploration firms.
I’ve never been a gold bug but it’s likely that even if bullion corrects in the short term, the longer term direction should be up. We could start to see evidence of that as soon as the U.S. dollar stops strengthening against the euro. Right now, the greenback is benefiting from the weak economic picture in Europe but over time Washington’s ballooning deficits will begin to catch up with up with us, the U.S. dollar will resume its slide, and bullion will rise.
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Glenn Rogers submits:
Living in the United States, I have what is likely a different perspective on the current state of the global economy compared to most Canadians. Living in California, in particular, gives me an even bleaker view than anyone in North America except perhaps those living in Detroit. The state is effectively bankrupt, millions in debt, and politically polarized and ineffective. People here are more frustrated and discouraged with the current state of the country’s political leadership than at any time I can remember.
Gordon Pape noticed the same thing when he recently spoke in Orlando at the World Money Show. As he reported in the last issue of IWB, money managers there were voicing their frustration with the ballooning deficit and expressed palpable concern about where the U.S. would be in a few short years if nothing is done to stop the out-of-control spending.
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Low Sweat Investing submits:
If you’ve been spending a lot of time sitting home in your sweatpants with a bowl of Spaghetti-Os and a big spoon, read no further, this will only upset you.
It turns out that your neighbors are hitting the casual restaurant circuit again. At least that’s what the numbers show.
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Frank De Rose submits:
Frank De Rose is the founder of Ferrata Capital Management, an event driven hedge fund based in New York. De Rose started his career at Goldman Sachs, then moved to Chase/JP Morgan where he worked in fixed income, investment banking and leveraged finance. He then spent time working in Swiss Re’s acquisition arm, before founding Ferrata.
We recently had the opportunity to ask De Rose about his highest conviction holdings, and what asset class he’s most bullish on at this time.
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Phil Davis submits:
What a wild last 30 day’s we’ve had! (Click to enlarge)
I’m going to do a little bit of charting today so we don’t miss out on the next potential Meatball Market (where bad news "just doesn’t matter") as we get past earnings season without any serious dings. Of course, like Icarus, they higher we go, the further we have to fall, especially when we’re getting there on wax wings. But part of our fundamental outlook is looking at market sentiment along with the motives, means and opportunity of the manipulators.
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Investing, Long Term Investment, stock market | admin February 22, 2010 | 
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