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  - Tracking Danoff and His $65 Billion
at 2006-03-22 12:06:56
I have read and heard many positive things about Fidelity Contrafund Manager Will Danoff. He is known for picking growth stocks in their early stages. Danoff is one of the best stockpickers of all-time, especially considering he has to manage $65 billion.

Here are some new positions for the Fidelity Contrafund (FCNTX) as of 12/31/05. This is not a complete list. Danoff generally does n


Source - http://invest4today.blogspot.com/2006/03/tracking-danoff-and-his-65-billion.html

  - Moving On Abnormal Volume
at 2006-03-22 12:06:56

  - Portfolio Update
at 2006-03-22 12:06:56
So far things have gone pretty well in 2006 for the portfolio. Lately, tech seems to be king and I am starting to wonder if we are at a top in technology stocks (BRCM, MRVL, CIEN, JDSU, GOOG, AAPL...) & emerging markets (EEM, IFN, IIF, HDB, UBB, BBD...). The buying frenzy is getting ahead of itself. Maybe I am approaching things too cautiously because I did not follow the markets during the "bubbl


Source - http://invest4today.blogspot.com/2006/03/portfolio-update.html

  - Two Dying Generals
at 2006-03-22 12:06:56

General Electric (GE) and General Motors (GM) continue to underperform the Dow (both near 52 week lows while the market climbs). I admit GM looks like an interesting value play with $16 billion in cash and a market cap of only $11 billion. Oh, then there is the $286 billion


Source - http://invest4today.blogspot.com/2006/03/two-dying-generals.html

  - Market Recap & Today's Activity
at 2006-03-22 12:06:56
The broader markets finished higher today, as the Nasdaq gained 1.46% to close at 2314.64. The Dow closed up 0.6% to 11,053.53. The S&P 500 finished up 0.83% and closed at 1291.24. The volume was weak on the ETF's (QQQQ, SPY, & DIA), but most stocks finished near their session highs for the day.

I used today's market strength to close my Marvell Technology (MRVL) March 60 call for a


Source - http://invest4today.blogspot.com/2006/03/market-recap-todays-activity.html

   
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