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Look to What Buffett Already Owns (RealMoney.com $)
A review of Buffett's holdings uncovers opportunities in the wake of the Burlington acquisition.
01:59PM 11/05/09
Hang Up on AT&T and Verizon (RealMoney.com $)
Even value investors should reconsider the bullish thesis for these battle-weary names.
04:00PM 10/09/09
Playing Offense with Defense Contractors (RealMoney.com $)
These companies have the best customers in the world -- governments with deep, deep pockets.
03:40PM 09/09/09
Quality Companies Left Behind (RealMoney.com $)
To prepare for a pullback, investors should examine stocks with value that have missed the momentum boat.
02:40PM 08/27/09
Master Limited Partnerships Present Arbitage Plays (RealMoney.com $)
We're going long some general partnerships and going short MLPs.
02:00PM 07/29/09
Matching China Against the U.S. (RealMoney.com $)
I'm hedging a long China small-cap position with a short of the S&P 500.
04:01PM 06/19/09
Big Pharma: Relatively Likable (RealMoney.com $)
Although business can be unpredictable, drug names look a lot better than the broad indices.
01:59PM 05/26/09
A Defensive Consumer Discretionary Play (RealMoney.com $)
Here's a pairs trade to take advantage of the consumer discretionary upswing.
01:00PM 04/09/09
Final Four From the Supermarket Aisles (RealMoney.com $)
Who will win the head-to-head matchups of these brand-name juggernauts?
03:10PM 03/26/09
Dabbling in Niche Financials (RealMoney.com $)
These small players could be ripe for a takeover.
01:45PM 02/18/09
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