March 26, 2013 by Enis • Commentary

Ford CEO Alan Mulally remarked yesterday in a Bloomberg TV interview about his concern regarding the recent depreciation of the Japanese Yen.  I’ve been watching Ford’s stock, considering a long entry for some time, but …

Continue reading
March 25, 2013 by Enis • Commentary

For any who believe in the efficient market theory, Best Buy is a nice test case to illustrate inefficient markets.  The stock has gone from $11.23 on Dec. 28th, 2012 to trading $23.46 this morning, …

Continue reading
March 25, 2013 by Enis • Commentary

My biggest regret in 2013 is not being longer health care stocks, and not doing more bullish options trades in the sector.  It’s still my favorite sector long-term, due to secular trends and fundamental valuation. …

Continue reading