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 Walter Thatcher     www.stocksforallseasons.com     Graphic_subscribe   

    Start Tracking Walter Thatcher  -  Add to Friends  -  Send Message   
    Community Rank: Sr. Associate (2122 pts)  |  Member since 01/29/2007
Gekko
Picks Performance:
Outperforms
66%
of community

What's this?
All-time Return
+6.03%
(in 1 year) 		Risk (SD)
Moderate
1.93% 		Sharpe Ratio
0.53
Followers
19 		Winning Picks
57 of 174 		Total Views
25889


 Last Activity: Removed FRE from bearish list on 08/28/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
VNBC N/A Negative -2.97% 08/27/08
BZF N/A Positive +0.53% 08/25/08
GHM Positive -7.94% 08/19/08
ICLR Positive -53.28% 08/09/08
AFAM Positive +6.68% 08/09/08
TIRTZ N/A Positive -13.23% 08/07/08
OHB N/A Negative -18.31% 08/04/08
CMG Negative -2.91% 08/01/08
IBOT N/A Negative -16.49% 07/29/08
F Negative +19.20% 07/24/08




Opinion & Analysis
Graphic_rating_sell Delay   about FNM   08/26/08
Since the Treasury can't get it's act together, the stock is rallying.  Eventually, I shall be proven right on this.

Graphic_rating_buy Bearish on technology   about REW   08/25/08
  The REW seeks to return roughly twice the inverse of the Dow Jones U.S. Technology Index.  That index consists of tech stalwarts like Apple, Microsoft, IBM, Qualcomm, Cisco, Dell, and Intel...

Graphic_rating_buy The real   about BZF   08/25/08
  The real has been gaining strength against the dollar steadily for the last five years.  This will only increase as the commodity bull market continues.  Foreign currency reserves ...

Graphic_rating_buy Little faith in the U.S. consumer   about SZK   08/21/08
The investment seeks daily investment results which correspond to twice the inverse of the daily performance of the Dow Jones U.S. Consumer Goods index.  The index contains defensive consumer stap...

Graphic_rating_buy Shorting large cap growth   about SFK   08/21/08
  This ETF should roughly mimic twice the inverse performance of the Russell 1000 Growth index.  The Russell 1000 Growth Index measures the performance of the largecap growth segment of the U...



Blog Posts

Not yet 08/29/08   —  Real estate hasn't yet turned the corner. The top five states for mortgage fraud for the first three months of 2008 according to the Mortgage Asset Research Institute:1. Florida2. California3. Illinois4. Maryland5. Michigan The last three are actually in a three-way tie. The report went on to say...
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Jim Rogers 08/19/08   —  This is a condensed version of a speech he recently gave in Vancouver. He can be a bit repetitive if you've heard him speak previously or read his books. Still, he makes a valid point. The commodity bull market has a long way to go. This bull market is not magic. It’s not some crazy “cycle th...
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Who to trust? 08/12/08   —  Things are hard all over the place. The market rallies, then declines, then rallies, then declines. It's positively Sisyphean. The banks keep on saying the worst is over. The homebuilders keep saying the worst is over. Pundits and permabears live in fear of the dreaded "r" word(recession). So w...
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Not all the financials suck 08/08/08   —  If you've own BAC, C, AIG, LEH, or heaven forbid,BSC, you've taken quite a bath. The money center banks, the regional banks, the savings and loans, insurance, investment banks, brokerages, pretty much have all gotten hammered( notable exception, Hudson City Bancorp-HCBK. However, on group within fi...
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Correction in Commodities? 08/05/08   —  Yes. It's hear. It's not the first and it wont' be the last. The secular bull market isn't over though. How will we know when it's over? When everyone believes that commodities are the place to put your money. Try to remember back to 1999, 2000, and even 2001. Everyone still thought names like...
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Discussions

Re: short financial stocks and buy small caps 08/28/08
More details please.

Re: Help me build a $50,000 portfolio 08/22/08
How interested are you about putting in the time to do research and really make the portfolio grow. If you're not, then put the $50,000 in a basket of index funds and/or ETFs that give you exposure to the equity, fixed income, and commodities while also being internationally diversified.

Re: NILR 08/21/08
Don't confuse screening with research. Screening is the beginning of the investment process. Once you have a universe of stocks from which to choose,then you need to learn about these companies, how they make money, what the industry is like, who there competitors are. Read the annual reports and quarterly filings. Try to find some trade journals. Learn everything you can about these compa...

Re: Another bank? 08/19/08
I wouldn't be buying a bank now, but there are a number of them on my watchlist. I'm looking for banks that are conservatively managed and trading at .75 or less P/B. I'm eveying WB currently, but am not convinced that the writedowns are done.

Re: GS - I think its one of the best shorts out there. 08/19/08
Goldman is going to fall further, but that will only make it that much better of a value long-term. I would like to see it get closer to book value before issuing a BUY rating.




People Following Walter Thatcher ...

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Sr. Associate
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Walter Thatcher is Following ...

Gekko
Walter Thatcher
Sr. Associate
66%

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Analyst
53%





 
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More about Walter Thatcher

Investment Style:
Moderate  [?]

Avg exp holding time:
157.93 days

Age:
30's

Occupation:
wealth manager

Location:
New York, NY


Website:
www.stocksforallseasons.com

About Me:
The richest one percent of this country owns half our country's wealth, five trillion dollars. One th ... more


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