Catch up on his thinking on the hottest topics of the past week.
10:00AM 08/15/09
Action in the Eateries Can Be Seen All Over (RealMoney.com $)
Without desperate sellers, uptrends can continue apace.
09:18AM 08/11/09
CIT's Troubles Create Lots of Winners (RealMoney.com $)
As money to small players gets cut off, bigger competitors gain room to run.
12:05PM 07/29/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 07/11/09
Oil's Loss Is Consumer Plays' Gain (RealMoney.com $)
As the big manipulation subsides, there's money to be made on the oil-user's side.
02:16PM 07/07/09
Cheap Gas Means More Pocket Money (RealMoney.com $)
And consumers will spend that discretionary income at restaurants and retailers.
05:57PM 07/06/09
Sea Change Overnight (RealMoney.com $)
I would buy more aggressively a few percent down from here.
12:20PM 06/22/09
Rising Oil Could Burn Down Rally Hopes (RealMoney.com $)
Retail and restaurant stocks run the risk of ever-higher crude prices.
03:41PM 05/27/09
The Market Is Too Spooked by Oil Prices (RealMoney.com $)
Traders are bracing for a lasting spike in oil, but it doesn't have to happen.
11:47AM 05/21/09
Restaurants Right for the Taking (RealMoney.com $)
Panera is one company with plenty of room to grow.
06:27AM 05/15/09
Retail Testing Kass' Good News Thesis (RealMoney.com $)
If retailers go up further after their reports, we are going higher for certain.
12:06PM 05/01/09
Catch up on his thinking on the hottest topics of the past week.
10:00AM 04/25/09
Shoddy 'Reporting' Makes Investing a Tough Game (RealMoney.com $)
Take this example from the 'Journal' -- I could never get away with this.
03:07PM 04/23/09
Let the Post-Expiration Pullback Happen (RealMoney.com $)
A nice dip is just what the bulls need.
09:14AM 04/20/09
The Seductive Pull of the Early Cycle (RealMoney.com $)
I'm seeing signs of a coming boom, but I'm still being cautious here.
06:57AM 04/20/09
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