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  1. Don't Buy These Stocks • November 30, 2007

    Dear Capital & Crisis Investor, For the last two days, I’ve been in New York, attending the Value Investing Congress, along with Dan Amoss, editor of Strategic Investment. The city was all lit up for the holidays. Green wreaths with big red bows, fake snowflakes pulsating in white light and little Christmas landscapes peopled with puppet-like [...]

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  2. Horizon Lines Update • November 20, 2007

    Dear Capital & Crisis Investor, I wanted to write you a quick note about Horizon Lines (HRZ:nyse). If you’ve been watching the stock, you’re probably wondering why it’s fallen 35% in about a month — from $34 per share as recently as Oct. 18 to its current perch of $22.60. We’re still up 54% or so, [...]

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  3. Confusion Is Normal in Combat • November 16, 2007

    “There was a list of ‘Combat Lessons to Be Learned,’ some of which were: ‘A small aggressive force can knock out a large group by determined action,’ ‘Individuals, soldiers with initiative, aggressiveness and courage, can influence a large battle,’ and ‘Confusion is normal in combat.’ I have often since thought that this last would make [...]

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  4. Sell Walter Industries • November 13, 2007

    Dear Capital & Crisis Investor, Walter Industries (WLT:nyse) was a recommendation in a recent special report. It had good results last quarter. The stock price is up more than 50% since it hit bottom in August  at $20.53. The stock is about as high as it’s been since the spinoff of Mueller Water (MWA- b:nyse). So, it seems [...]

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  5. One China Stock That's Safe & Cheap • November 5, 2007

    Dear Capital & Crisis Investor, China’s stock market has been sizzling, more than doubling this year. The whole market trades at a price earnings ratio of about 50x next year’s earnings estimate. The Chinese market is now home to 4 of the world’s 10 most valuable companies. It boasts the biggest bank, airline, insurer and telecom [...]

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  6. Lots of Earnings Updates! • November 2, 2007

    Dear Capital & Crisis Investor, I’m back home now, after my travels to India and Dubai. I have lots to get to in this e-mail, which is very long. So settle in, grab a hot cup of tea or coffee and let’s get started… Yesterday, the Fed pumped $41 billion into the U.S. financial system in an [...]

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  7. November 2007 Issue: The Global Rush for Bricks and Mortar Starts Now • November 1, 2007

    They call him the “Grave Dancer.” It was a tag pinned on Sam Zell by an article in 1976 describing his exploits in buying up busted real estate projects on the cheap. The name stuck. It’s a good image for Zell’s style. As Hilary Rosenberg describes in The Vulture Investors, “Zell made his first fortune by [...]

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