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Network Appliance

Sunday, February 17th, 2008

We recently published an article about Network Appliance (NTAP) available at seekingalpha.com. Our investment thesis was that a classic growth stock became a cash machine and no one noticed (except us and company management). Disclaimer: We are not single stock pickers, we generally do not use single stocks in our client portfolios and we use […]

Whither E*TRADE

Tuesday, November 13th, 2007

We sent the following note to our clients and those we have put on our “Friends of Alexis and Palmer” email list. If you would like to be added to this list, please send a request to info@alexis-palmer.com with your name and affiliation. We are getting inquiries about E*TRADE, their financial future, and the safety […]

Lore and lure of employee stock options

Thursday, November 8th, 2007

The Wall Street Journal ran a story today about a woman who works for Moody’s. Moody’s stock has stumbled with the securitized debt market, and so has the value of her employee stock options. Her financial advisor is quoted as saying, “Options, as part of a portfolio, are often the riskiest asset a client has.” […]

Citicorp: Risk managers?

Tuesday, November 6th, 2007

If I were a Citigroup shareholder or a Citigroup employee (hopefully you know who you are), I would find this an unsettling exchange: (From the Citigroup Business Update Call on November 5, 2007 via Seeking Alpha) Guy Moszkowski – Merrill Lynch …Maybe you can comment for us as a follow up on the dependence or […]

Masco: Reckless endangerment

Wednesday, September 26th, 2007

Disclaimer: We are not single stock pickers, we generally do not use single stocks in our client portfolios and we base virtually all comments on a company’s SEC filings, information on Yahoo! Finance and information available on the company’s website. We are not offering buy or sell recommendations and you should not interpret any article […]

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