Moving Guidewire (GWRE) to a Hold (or Sell…If We’re Talking Covered Calls)

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It’s been a full year since we initially highlighted Guidewire (GWRE) as a growth software company with utility-like revenue stability.  No doubt inspired by the piece, GWRE has hummed from $25 to $41 – a gain of over 60%. During that time, I have been selling covered calls on GWRE.  My shares were called away […]

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Yesterday I joined Riskalyze’s Aaron Klein and Financial Bin’s David Domzalski for their weekly edition of Market Matters. The show was a lot of fun – we tore into Facebook for a good bit, then discussed some beaten down commodity plays, along with some dividend growth stocks for our ZIRP world. My wife described it […]

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Famed short seller Jim Chanos’ comments about Dell are looking spot on after the PC maker reported first quarter earnings.  Chanos recently predicted that PC makers like Dell would look cheap the whole way down…we’re about to find out really quick, because Dell is in free fall! The trend at Dell is even worse than […]

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If you’ve always wished you could get fleeced by a Goldman banker, here’s your chance.  Buy some Facebook shares tomorrow – and take the other side of the trade from Golden Slacks! Shocking, I know – Goldman got a special deal on FB shares on the secondary market a year ago, when FB carried a […]

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Software, as you probably know, is a great business. Zero marginal cost, no inventory to monitor, and no goods to physically ship. The key to selling business software is finding an easy act to follow. Microsoft (MSFT) Excel was successful because there were no personal spreadsheet applications at the time. QuickBooks gained massive market share […]

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One of the main reasons why I hate the stock market at these levels is that nobody is really paying a dividend.  At secular bear market bottoms, you typically see nice fat dividends of 5% or more.  Today you’re hard pressed to find a company that pays more than a point or two. Since I […]

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Is your portfolio lagging the market?  Why not just track the Pelosi Portfolio! House Minority Leader Nancy Pelosi (D-Calif.) saw her net worth rise 62 percent last year, cementing her status as one of the wealthiest members of Congress. Pelosi saw her wealth rise due to some stock gains and real estate investments made by […]

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Last night my pal and reader Jonathan Lederer sent out a great comparison piece to his clients, harkening back to Japan’s last major earthquake in 1995.  I asked Jon if we could republish here on the blog, and he graciously said it was cool to do so. And to his credit, this piece dropped in […]

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Legendary investor Barton Biggs is back in the headlines – he’s buying Japan right now, and says this panic selling is “a gross overreaction.” Mr. Biggs says he wasn’t tempted to do any buying on Friday or Monday, but by Tuesday morning he jumped in, arguing that the Japanese economy will prove more resilient than […]

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Regular contributor Sy Harding weighs in this week with three stocks that he believes have seen their tops for a little while… —- Three Stocks to Avoid Being Street Smart Sy Harding January 28, 2011 I’m not saying sell them short, but here are three popular stocks I sure would neither buy nor hold at […]

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