Posts Tagged ‘GOOG’

• It was Inevitable
  Posted by Leigh Drogen on June 3rd, 2010 at 10:58 am, Comments: 0

  If you didn’t see this coming, well, go back to sleep under that rock.  Yesterday AT&T $T announced that it is ending the unlimited data plan for its smartphone customers, as well as its Apple $AAPL iPad subscribers.  Now, before I get into my full rant, oh yes there will be much ranting, let’s get [...]

• In War, Always Leave The Enemy One Exit
  Posted by Leigh Drogen on April 26th, 2010 at 1:27 pm, Comments: 0

  I want to get off a quick note this afternoon regarding the domestic telecoms, primarily AT&T $T and Verizon $VZ.  First, a quick review of the charts: As you can see, both charts speak volumes as to both how poor these companies have executed on a fundamental basis and just how ostracized they have been [...]

• Interweb Censorship
  Posted by Leigh Drogen on February 10th, 2010 at 4:42 pm, Comments: 0

  WTF is going on with the internet people!  I’m seeing stories this afternoon about Iran shutting down Gmail in preparation for the anniversary of their so called republic.  Google has all but pulled out of China because of internet hacking and censorship issues there, and now even the Australians have gone crazy and are censoring their population [...]

• Weekend Reading – Higher We Go
  Posted by Leigh Drogen on January 18th, 2010 at 3:14 am, Comments: 0

  …meanwhile, I’m not surprised our boys at NASA are snorting coke in the hanger bay, hell, if my employer just kept me around for the illusion of looking useful I’d want something more fun to do as well.  You know, I don’t mind the money that we are wasting at NASA doing absolutely nothing as [...]

• Turn Those Machines Back On!
  Posted by Leigh Drogen on January 14th, 2010 at 12:23 am, Comments: 0

  Get those brokers back in here! I do trade commodities, but I’m sure as hell not an expert when it comes to the fundamental aspects of certain commodities markets.  Take for instance, the grains.  Would someone please explain to me WTF is going on, and why we just saw a massive dump over the past [...]

• Momentum Book Update
  Posted by Leigh Drogen on January 8th, 2010 at 7:07 pm, Comments: 0

  The momentum book under performed a little bit this week as I am heavily loaded in tech and not exposed enough to the materials sector.  Large cap tech is taking a rest here after its amazing run.  Are we topping out or consolidating for the next push?  I feel its the latter and not the [...]

• the Good, the Bad, and the Churn
  Posted by Leigh Drogen on December 28th, 2009 at 2:55 pm, Comments: 0

  Oh the churn, don’t you all yearn for those days last fall when the market was trading like a schitzo who’d lost their meds.  I remember sitting at my desk saying, they all hate this now, but in a year when things are dead silent they’ll wish the $VIX was back at 60 again.  The [...]

• Momentum Book Update
  Posted by Leigh Drogen on December 23rd, 2009 at 10:51 am, Comments: 0

  It’s been almost 7 weeks since I started the Surfview Capital Momentum strategy.  My cash position has been quite high throughout, ranging between 20 and 25 percent, but despite the high cash position, I’ve still gained over 320 basis points of alpha.  I feel better entries await for some of the high flying stocks I [...]

• Weekend Reading
  Posted by Leigh Drogen on December 19th, 2009 at 9:07 pm, Comments: 0

  I ventured outside today for a total of about an hour, it’s brutally cold and nasty out.  I can’t remember the last time we saw a massive snow storm in NYC, the past few years have been crazy warm.  Believe me, I’m not complaining, I hate the snow unless I’m snowboarding.  For the retailers this is [...]

• A Look to 2010
  Posted by Leigh Drogen on December 16th, 2009 at 6:07 pm, Comments: 0

  StockTwits has organized a new stream of tweets focused on the symbol $TWENTYTEN for the community to make predictions and share their views about the year to come.  I encourage you to participate by writing a blog post or simply tweeting your predictions or views.  Just tag your tweet with the symbol $TWENTYTEN.  Nothing in [...]