Blog Post

A few hits to watch:

Capital Source (CSE) - No brainer buy, Its a REIT, lender, bank and private equity firm all in one with great management and a whopping dividend.  Should continue to climb back towards 20.  I Own it

Allied Capital (ALD) - This private equity firm is sticking with its 65 cent dividend, not too shabby, thats why I own it.  Still down 20% over the past three months.

Jet Blue (JBLU) - The best airline when it comes to brand.  People willing to pay a premium for good service and comfort.  Now starting international codeshare model that others will try and follow.  Even an 11 hour delay could not take this airline down.  Going back to 10.  I own this as well.

A few misses to stay away from:

Motorola (MOT) - Have lost the handset battle permenantly, not much else to get excited about when they sell it off.  Don't own it.

Verizon (VZ) - Spending billions on FIOS, a heap of debt that will take years to overcome with too much competition from Comcast. Don't own either of em.

Google (GOOG) - Stay away from this one.  Still too expensive.  They need a 5 for 1 stock split bad.  They also need to stick with what they are great at...advertising, instead of overhiring and trying to compete in industries where they don't have a clue.  Don't own it...could'nt even afford it!