Since we are running low on cash I am looking at a few names that have held up in this abyss (shuffling money from the strong to the weak), to help raise some cash. In a real mutual fund I would hope to open the mail and see a whole slew of new cash coming in as investors see this is a "great buying opportunity" to get shares of Rising Tide Growth on the cheap ;) but since this is a closed system ...

"The pipelines of most Big Pharmas are bone dry; last year, the FDA approved the lowest number of new drugs (19) since 1983," notes Louis Basenese, contributing editor to the industry-leading The Oxford Club."But opportunity always lurks in the wreckage, and one Big Pharma, in particular, is being unfairly punished." Here's his bullish outlook on Novartis (NYSE: NVS), which he calls the "only Big ...

It’s not a good time to be a trucker these days. All of the headwinds these companies are facing are enough to give executives recurring nightmares. Unfortunately for them, the tough times will continue for the foreseeable future. Here is a short recommendation from the group: YRC Worldwide (YRCW) is a transportation company that moves industrial, [...]...

My latest column is up at RealMoney. With oil dictating everything in this market, I can’t understand why ConocoPhillips (COP) is trading at 7 times next year’s earnings. It’s not like the earnings estimates are falling. 90 days ago, analysts expected the company to earn $10.43 a share this year and $10.59 next year. Today, the estimates are $12.41 and $13.44, respectively. The consensus five...