Thursday, February 24, 2005

Wake-up, Maggie

Wake up Maggie I think I got something to say to you
It's late September and I really should be back at school
I know I keep you amused but I feel I'm being used
Oh Maggie I couldn't have tried any more
You lured me away from home just to save you from being alone
You stole my heart and that's what really hurt

"Where you been, Allan?"

Here, just like you.

"Why no blogs?"

Nothing to say.


Really, what can you say about the market. Qualcomm under 35? When was the last time you saw anyone without a cellphone being held up to their ear? QCOM was up $1.35 today, breaking the downtrend from it's high at 45 in December. New highs coming? Walk through an airport.

Apple, Google, Yahoo, Sirius, Ebay. New world order. Oh yea, Merck. Paying out a 5% dividend. Relative to T-Bills, historically THE time to Buy MRK. Look it up.

All I needed was a friend to lend a guiding hand
But you turned into a lover and
mother what a lover, you wore me out
All you did was wreck my bed
and in the morning kick me in the head
Oh Maggie I couldn't have tried anymore
You lured me away from home 'cause you didn't want to be alone
You stole my heart I couldn't leave you if I tried

What's next?

Friday, February 04, 2005


This morning, SEC Analytics reported the purchase of $97,000 worth of Cirrus Logic stock on the open market by John J. Paulos, VP and GM, Industrial Products. A single digit tech stock (CRUS @ $5.10) with significant insider buying is about as good as it gets in trading I-Buys. We're in.

Wednesday, February 02, 2005


Took a little break from posting while the market used January to correct the Fall, 2004 rally. My Outlook 2005 is still intact, I expect an up year, so any consolidation is a good time to add to positions. Today I added to my longer term position in QCOM, as it's about 20% off it's highs of December and is the chief beneficiary of the cell phone mania across the globe, including but not limited to China.