Tuesday, April 26, 2005

Restaurants That Prove You Can Go Home Again

Brasserie LCB Rachou: 60 W. 55th Street, 212-688-6525
EL Quijote: 226 W. 23rd Street, 212-929-1855, tapas
Cafe Des Artistes: 1 W.67th Street, 212-877-3500

Monday, April 25, 2005

Rising stars and black holes: a few tips for 2005

Rich Bernstein (Merrill Lynch)
Ameren: Smart utilities play, 5.1% dividend
Dominion Resources: Solid dividend with an energy trading kick

Susan Byrne (Westwood Holdings)
Exxon: Oil rally is far from over, stocks look cheap even at $25 oil. Rich dividends.
Chevron Texaco

Marc Faber(Gloom, Boom, Doom Report)
BAT Malasia: Not economically sensitive. Nice dividend
Corn The cheapest agricultural commodity

Larry Feinberg (Oracle Partners)
Elan: MS drug"candidate for the biggest drug of all times"

Fred Hickey (High-Tech Strategist newsletter)
SNORT eBay: "eBay isn't priced for perfection, it's priced for catastrophe"

Ben Inker (Grantham, Mayo, Van Otterloo)
Emerging Market Stocks: Trukey, Korea and Indonesia are favourites

Eric Hovde (Hovde Capital)
Westcorp: A P/E of 10, and a focus of credit quality

Bob Howard (Positive Patterns newsletter)
Rayonier Timberland: Timber will shine, 'this stock could double'

John Connor (Third Millennium Russia Fund)
Severstal: Steel is booming, 6% dividend, genius at the helm

Bruce Berkowitz (Fairholme Capital Management)
Berkshire Hathaway: Priced as if Buffett "has already left the building'. Stock could hit $130,000
MCI: "Telecom is the sector that rises from the ashes'

Mark Haefele (Sonic Capital)
Small-cap steel stocks: Cheaper than the big names, poised to gain from heavy demand

Russell Platt (Dividend Capital Realty Income fund)
LaSalle Hotel Properties: A macro-economic and business travel play
Kite Realty: Good defensive play, rich dividend

Gain an edge in the blog zone

Seeking Alpha (www.seekingalpha.com) updated daily and contains posts on the state of the hedge fund world as well as updates of his internet stock blog about internet stocks
The J Curve (jurvetson.blogsport.com) comments on what is going on at the cutting edge of technology. In particular, he explores the intersection between computation, biotech and nanotechnology.
Footnoted (www.footnoted.org) it reads the footenotes of SEC filings, press releases and so on, and asks the right questions about what is going on in the fine print.
Infectious Greed (paul.kedrosky.com) and thestreet.com, commetns on topics ranging from iPods, bird flu, the failure of Transmeta, analysis of Sequoia's distribution of Google shares and a hot of other topics.
Blog Maverick (blogmaverick.com) Mark Cuban, founder of Bradcast.com, which sold to Yahoo for billions of dollars, publishes this blog where he writes about anything from the Dallas Mavericks basketball team, to thoughts on his own ide for a hedge fund focused on gambling. Blog Maverick is hosted by Jason Calcanis' campany, Weblogs, which hosts a variety of useful blogs on topics thoughtout finance and technology.
Random Roger's Big Picture (randomroger.blogsport.com) Roger Nusbaum is a portfolio manager, writing on topics such as closed-end fund arbitrage; whether or not dividend-paying stocks are good investments, energy trsuts/MLPs and ETFs.