Skip to content

  1. Profits, Interest Rates and Don Quixote • June 17, 2005

    Dear Fleet Street Investor, Our portfolio continues to do very well. One stock that has moved a lot lately is Agrium (AGU:nyse), which has surged past my “buy up to” price of $20. Fleet readers are sitting on gains of 40% or thereabouts since January. What’s pushing the price of Agrium up? In a nutshell, it’s great [...]

    Read more…

  2. Sell Catellus for 21% Gains • June 10, 2005

    “It’s extremely difficult to figure out when to sell anything.” – Phil Carret, legendary founder of the Pioneer Fund Dear Fleet Street Investor, Joy cometh in the morning, says the old saw. The big news this week in our portfolio involves Catellus (CDX:nyse). Shareholders woke up on Monday morning to find the bluebird had alighted on their shoulders. Shares [...]

    Read more…

  3. A Bank Stock That Even a Bank Bear Can Love • June 8, 2005

    Find out why insiders bought it and how you can buy at the same prices they did… For many years, the American consumer has borrowed freely, and the housing boom has fattened many a bank’s portfolio with mortgages and other loans. Banks have enjoyed the financial gluttony of consumers and have, so far, escaped [...]

    Read more…

  4. A Quick Update on Your Next Issue • June 3, 2005

    Dear Fleet Street Investor, I’m traveling this week, so my hotline will be short. I’m in Cambridge, Md., meeting with fellow investment editors and hashing out ideas. Then I’m off to Boston to speak about CrisisPoint Trader, my trading service. Your next issue of Fleet should be out in a matter of days, certainly by midweek. I think you’ll [...]

    Read more…