A primary purpose of my blog will be to present posts on individual stocks. Sector and overall market thoughts I love to research and write about, but I'm mainly a bottom up stock picker. I am trying to become a better market direction analyst, because, as Cramer often says, half a stock's movement is usually just its sector movement.
Use my stock posts as contributions to the research you and/or your advisor does. Sometimes, like right now, I will deem the market to be at a dangerous juncture and will present no stock selections. And I am going to monitor the stocks I present and post my best determination of when to sell them. I've been defensive on the market since early June. To explain why, I'm posting a copy of my Seeking Alpha post from June 12 "Market at Red Light..".