Monthly Archives: October 2006

Baptist Pumpkin Center

It is so nice to know that this sizeable minority of the pumpkin population has such a place to congregate, especially during such a troubling time of year for pumpkins everywhere.

Do No Good

In an industry filled with poor governance, constant lawsuits, allegations of artificially-enhanced addictiveness, and conflict-of-interest compensation committees, a company like Philip Morris, er, Altria (MO) can rank in the top 10% of governance – at least, according to Institutional Shareholder Services – while ranking higher than only 53% of S&P 500 companies. In contrast […]

Vacation!

Going on vacation starting this morning! Posts during the next week will be infrequent and at even more-than-normally-erratic intervals based on available time and available net access. By November I should be back and working.

Current Holdings

Heading into vacation, here are my current holdings, all are long, no shorts at the moment.
Asbury Automotive
Ace
American Eagle
Baxter International
Dorel Industries
Ennis
Entercom Communications
Hartmarx
Huaneng Power
Ingles Markets
Mastercard
NewMarket
Oxford Industries
Southern Copper
SEI Investments
Ultrapar Participacoes
WD-40 Companies

If You Got Here From WSJ

It seems I’m getting a little traffic today from the War Street Urina-, er, Wall Street Journal. Specifically, it’s traffic forwarded from WSJ Market Beat. I’m curious, but not curious enough to give those warmongers any of my money. So, if you know the context in which they linked to me, please […]