Monthly Archives: May 2006

Good News At Telkonet

12
May 06
In yesterday’s Radar Report, I said that I had a call in to Telkonet (TKO) regarding two issues: a possible financing and the CEO’s health. I was able to resolve the first issue without talking to the company, and then I just got a call from them regarding the health issue. Also, I’ve been researching another item in the 10-Q that was just filed yesterday, which I didn’t want to comment on until I tracked it down. I got that this morning. First, regarding the financial issues, I pointed out in the Radar Report that the 10-Q said: “Additional capital...

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China, Moonshine & the Fed

11
May 06
It’s been a busy week, and we have a lot of ground to cover. So, let’s take a brief look at what’s on tap this week, before diving right in. First, the time has come to sell our China Internet stocks and step aside for a while as we watch how big the impact of a slowing U.S. economy is on China. And, in response to many emails, I want to give you my thoughts on moonshine, also known as corn squeezin’s, white lightning and ethanol. Then, we’ve had a few more companies reporting their March quarters, with generally good...

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Investing During Interesting Times

04
May 06
There is an old Chinese curse that says, “May you live in interesting times.” Well, these are some of the most interesting times I’ve seen in the stock market in the last 35 years. That may seem like an odd thing to say with the volatility indices still bouncing along in low double digits, but the lack of volatility is precisely what is so interesting. Normally, a market that can’t go up — this one can’t seem to stay much over 1310 on the S&P 500 for very long — will go down. A market that can’t go down —...

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