web analytics

Monthly Archives: July 2009

Do You Believe in Experts?

July 16, 2009
By
Do You Believe in Experts?

Do you believe in experts?  I do, although I think you have to choose them very carefully and take their advice with a grain (or a whole shaker-full) of salt.  I like the idea that someone who is familiar with the history, dynamics or people of a country, market or conflict stands a better chance of giving good analysis and advice than some random guy on the street.  Like most people, if I’m sick, I go looking for a doctor, not the next jogger who comes by. You’d think everyone would believe in experts.  Most of us do research...

Read more »

One-Year Anniversary of the Blog

July 16, 2009
By

Today is the one-year anniversary of The Iconoclast Investor blog and I just wanted to say thanks to all of our loyal readers for making it a great one! We love having an interactive outlet for our investing advice and really enjoy reading your responses. We’ve grown a lot in the last year and plan to keep that going in the future. As always, if you have any comments, suggestions or questions, leave a comment below. We love hearing from you, our readers, and always strive to make our products better to help serve your needs more effectively. Thanks...

Read more »

Ignoring the Headlines about China

July 15, 2009
By
Ignoring the Headlines about China

Speaking of skepticism, I’d like to register a skeptical opinion of my own about the tide of recent stories about China that are painting the future global role of that country in apocalyptic terms. I’m thinking specifically about one story that trumpeted “The Coming Trade War with China!”  Another looked at the recent riots in Xinjiang province (and elsewhere) and wrote about the Chinese communist regime’s lack of legitimacy and how China was going to fall apart and degenerate into chaos.  Other stories have addressed the attempt by the Chinese to replace the U.S. dollar with the Chinese renminbi...

Read more »

Getting Healthy with SXCI

July 14, 2009
By
Getting Healthy with SXCI

My investment idea today is a company that’s getting a boost from government healthcare policies.  It’s SXC Health Solutions (SXCI), an Illinois company that provides pharmacy benefit management (PBM) and healthcare IT software. Flash Player 9 or higher is required to view the chart Click here to download Flash Player now View the full SXCI chart at Wikinvest SXC Health Solutions’ suite of prescription management programs includes software that smooths claims management, speeds payment and billing, gives desktop access to patient information, and a wagon-load of other services to lower cost, speed processing and ensure accuracy and safety. After...

Read more »

GMCR: Still the Biggest Growth Story out There

July 13, 2009
By
GMCR: Still the Biggest Growth Story out There

Now to the question that’s surely on everyone’s mind:  What do I think of the market here?  My answer:  Shorter-term, I’m cautious.  Longer-term, I’m optimistic. While I’m certainly not buying with both hands right now, I am viewing this period of time as the market’s first consolidation/pullback/whatever-you-want-to-call-it since the bottom was put in back in March.  It’s been going on for about one month now, allowing many stocks to build fresh launching pads.  So in that sense, it’s relatively normal. Is there a chance this could turn into another market rout?  Anything is possible in the stock market–you’re not...

Read more »