- Harry Cohen took over the Legg Mason Appreciations Fund in 1979; he is a value investor who tries to take a longer view of stocks. His partner is Scott Glasser, who joined him as a co-portfolio manager at the very end of 1995. They’ve guided the fund (ticker: SHAPX) to a solid long-term record, besting the S&P 500 over ten, five and three years. In a Barron’s interview,

They are positive on a few stocks:

a. Technology: The better performance has been driven by the higher-quality companies, international exposure, strong cyclical component. They like Cisco, IBM and Qualcomm

b. Other Stocks: Travelers, Newfield Exploration, Kimberly-Clark, DuPont, PPG Industries, and Kraft Foods. Though they all face headwinds, they will all become good stocks. And, they think their downside is limited. - Travelers has excellent management; it hasThey have a pristine balance sheet and, unlike ...

Vision-Sciences, Inc is engaged in the development and manufacturing of advanced, video-based endoscopy equipment. The company’s digital endoscope lines are set apart from the competition in that they come with a built-in light source, unlike traditional scopes which must be fitted with a separate camera head and light cable. Perhaps the most significant product offered by Vision-Sciences is its patented Slide-On EndoSheath, a disposable endoscope cover which eliminates the patient’s chance of infection.

The company has had several breakthroughs in the way of product approvals by various organizations in recent weeks. Health Canada gave Vision-Sciences’ scopes the go-ahead, clearing the way for distribution throughout Canada and Europe. Underwriter’s Laboratories also provided its stamp of approval, enabling Vision-Science to affix the “CE” mark to its product. CEO Ron Hadani says his company’s products have created “overwhelming interest” in the medical community, which can be appeased, now that the proper certifications have

...

Glassman, one of Kiplinger’s regular contributor’s and a  Senior Fellow at the American Enterprise Institute, identified companies that he believes are ripe for buying, because, as he writes, “Every investor has a chance to become a partner in some of the best global companies since they are going at a discount”.  And, “Rarely have such clearly excellent companies been available at such clearly terrific prices.”:

1. Pfizer (PFE)

a. medicine is shifting to long-term drug therapies

b. baby boomers are entering their 60’s

c. developing world is getting richer

d. stock trades at 8x 2008 projections and 6.5% dividend yield- dividends have risen 41 years in a row

e. though some of their drugs are facing the prospects of generics soon, the macro factors are too good to ignore.

f. price is 1/3 of what it was in 1999

2. Boeing (BA)

a. Dominant aerospace company in the world

b. A++ rating

c. last year’s Return on Equity was

...

Last week I forgot to post a private username and password that gave traders a ’sneak peek’ inside the members-only website for Bill Poulos’s Quantum Swing Trader (QST) home study course. Well this week that doesn’t even matter now . . .

I also completely ‘blanked out’ and forgot to tell you something else . . . it’s probably the coolest feature of the whole site.

What is it?

It’s a preview of Bill’s popular “Profit Feeder” service . . . which is a daily report he publishes after the market closes that shows you exactly which stocks, out of the 8,000+ out there, that meet his specialized QST “search criteria”.

This essentially gives you a highly qualified list of those stocks that have the potential to enter into profitable positions in the coming days.

It’s …

Last Saturday I posted some stocks I would be watching for Potential trend trades those stocks are in the table below. As much as I liked some of the setups, I did not expect the group to do as well as they did. The average stock on the list gained over 8% on the week. Seventeen of the stocks were up more than 10%! The best performing stocks were related to solar, shipping and Chinese companies. Of course there were losers too. Only one of the six short sale candidates declined in price, but the worst loser was a long candidate. The stock which lost the most was one I traded and posted the trade on FEED As the title of that post indicates, risk management is job number one of any market participant. I traded that stock long on ...

Trade-Ideas expands the list of ways to describe an option trader's universe with 6 new filters. These filters are in their final testing phase and will soon go live. When they do subscribers will simply see them appear in the list under the Filters tab in Trade-Ideas PRO. And you thought you had to download a new version to see them. That's so 90s, dude.Min Option Volume Max Option VolumeThese filter stocks based on the number of option contracts traded on an average day. This includes both puts and calls.Units: # of ContractsMin Option ...