July is over already and I’ll be updating my July performance in the coming days.
In the meantime for everyone in their RSS reader, if you haven’t done so already, come check out the new site design. It’s quicker, cleaner and more intuitive.
Lately I really haven’t found many ideas that I felt were cheap so my once depleted cash reserve is slowly climbing again. I’ll still continue to go through more net net stocks and other ideas and list them up over the next week or so. So stay tuned.
Here are this weeks best articles I came across in no particular order.
Recommended Investing Articles
Must Read of the Week
AT&T/ Centennial Communications Merger Arbitrage Opportunity
Dividend Growth Investor looks into a merger arbitrage situation between AT&T and Centennial Communications. Still some upside with more chance of the merger going through than not.
Stock Analysis Related

- CBY – Stock Analysis for Dividend Growth Portfolio
- HNR : A commodity/inflation play
- Short discussion on MHH spinoff
- Three Cheers for Tucows?
Dividend Related

Investment Ideas

General Investing
- Market Timing vs. Buy And Hold
- Buffett on diversification
- Newbie thoughts: Know your circle of competence
- Position Sizing: How to Limit Risk & Maximize Gains
Other Reading
[tags]investment articles[/tags]









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