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  1. Capital & Crisis: Minding Tobin’s Q • December 30, 2004

    Dear Fleet Street Investor, The book on 2004 is nearly closed, and the final lines in its final chapter are being written. For the markets, it was a relatively quiet year, though I never had any shortage of material to write about or interesting things to read and think about. Plus, one year is an [...]

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  2. Capital & Crisis: CrisisPoint Trader • December 21, 2004

    Dear Fleet Street Investor, It’s Tuesday and that means its time for another CrisisPoint Trader dispatch. Last week I highlighted some calls on Arch Coal, which are up about 14% as I write this. This week, I thought we take a look at the overall market from a Dow perspective. First, let’s take a look [...]

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  3. Capital & Crisis: On Winter’s Doorstep • December 17, 2004

    Dear Fleet Street Investor, The week was a quiet one for our model portfolio, in the days before the official onset of winter. By now, hopefully you’ve had a chance to peruse your January issue and mull over Scottish Re (SCT:nyse). I’m still researching the idea for next month, but the one I am leaning [...]

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  4. Capital & Crisis: CrisisPoint Trader • December 14, 2004

    Dear Fleet Street Investor, As promised, this e-mail dispatch includes your CrisisPoint trading idea.  The plan is that every Tuesday I will drop you a note with latest results from my CrisisPoint screening system. In a nutshell, CrisisPoint Trader is about nabbing quicker profits and playing shorter-term swings in the market.  It is based on [...]

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  5. Fleet Street Letter Closes 4 Big Gains • December 10, 2004

    Dear Fleet Street Investor, I want to use this year-end rally to sell some of our older holdings that have gone up quite a bit and are no longer so attractive on a risk-reward basis. These sells include DENTSPLY (XRAY:nasdaq), Landstar (LSTR:nasdaq), Regis Corp. (RGS:nyse) and SONIC Corp. (SONC:nasdaq). You can, of course, continue [...]

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  6. Capital & Crisis December 2004 Mexican Monopolist – Cash-Rich and Growing Earnings 111% This Year • December 1, 2004

    The airlines may not make any money – but the airports… ah, the airports! In the southeastern part of Mexico – a buried treasure among emerging markets – there is an airport operator with, essentially, a monopoly via a unique 50-year agreement with the Mexican government allowing it to dominate the nine cities within its [...]

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