Accentuating the caveat emptor perspective with critical commentary on financial disclosure. I adopt a skeptical persona and look for chinks in the teflon coating of financial disclosure. My job is to identify financial warts. Perhaps a Black Swan.
Disclosure: I do not hold positions in stocks mentioned for three trading days before or after blog post.
Monday, November 21, 2005
Weekend Follies 19-20, 2005
Only two companies caught our attention this weekend. Merix Nasdaq:MERX and L-3 Communications NYSE:LLL. With Thanksgiving day weekend almost here be careful about information being released when we are all enjoying turkey.