Articles Written by:    JAKE BERZON     

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ADM: The Way to Play the Agriculture Commodities Game

It has been quite a while since I added any stocks to my portfolio. Yesterday, when ADM (ADM) (basically, a grain processing and transportation company) slipped under $21 / share, I could no longer resist. With most commodities having significantly ...

From JAKE BERZON, Seeking Alpha,  19 Sep 2008
Related Topics: White House

Buying CurrencyShares Canadian Dollar ETF as Loonie Falls Below Dollar

CurrencyShares Canadian Dollar Trust (FXC) is a convenient vehicle (for those of us in the U.S.) for holding funds and collecting interest on them in Canadian dollars. It is far more convenient and less expensive (for reasonably small amounts) than the ...

From JAKE BERZON, ETF Investor,  20 Mar 2008

JPMorgan Stock to Benefit from Bear Stearns Fiasco

Can somebody please tell me how Bear Stearns (BSC) stayed in business all this time? My brief encounter with this company's brokerage business 3 months ago (via Fisher Investments, which uses them as a primary custodian) made me want to run and ...

From JAKE BERZON, ETF Investor,  17 Mar 2008

Uncertainty Creates Buying Opportunity in Cigna

Cigna Corporation (CI) is one of the largest US health insurers. I have held stock in this company off and on since 2001. Prior to Wednesday, I have last gotten into this stock on May 3, 2006 at $94.20 ($31.40 split adjusted), a year before their 3-for- ...

From JAKE BERZON, ETF Investor,  14 Feb 2008
Related Topics: Andrew Cuomo,  Humana Inc.

Baker Hughes Trading at More Than 20% Discount

Baker Hughs (BHI) is the same great well run oil driller that it was last year, except that it is now even more profitable and selling at the same level as when I bought it last February. The company's just released quarterly results beat year ago ...

From JAKE BERZON, ETF Investor,  1 Feb 2008

Jackson Hewitt: Taxes at a Discount

Despite much uncertainty in the markets, I bought Jackson Hewitt Tax Service Inc (JTX) at $23.87 Friday. Jackson Hewitt Tax Service is a classic example of a good company in a solid business with great growth prospects currently trading at a ...

From JAKE BERZON, ETF Investor,  27 Jan 2008
Related Topics: H&R Block, Inc.,  U.S. Congress,  U.S. Department of Justice

Two Great American Companies

Every year Brady Corp (BRC) stock price falls in the first quarter only to recover within the next six months. This is one of the best managed companies in the U.S. At the current price level it is an even better value than it was when I purchased ...

From JAKE BERZON, ETF Investor,  11 Jan 2008
Related Topics: Pentair, Inc.

Exiting My King Pharma Position with a Nice Gain

The news immediately sent the stock up and I took this opportunistic exit with a 16.7% gain. The reason for exiting is that this type of an agreement is the only reasonable way this kind of dispute can be handled, so this should have been expected and ...

From JAKE BERZON, ETF Investor,  9 Jan 2008

Fortune Magazine's Best Stocks for 2008

I was talking to a friend a few days ago and he mentioned that CNN Money had just published Fortune Magazine's list of the best stock picks for 2008. He asked what my thoughts were, so I took a quick look at the list and jotted down my immediate ...

From JAKE BERZON, ETF Investor,  8 Jan 2008
Related Topics: General Electric,  Warren Buffett,  FORTUNE Magazine,  Berkshire Hathaway,  Merrill Lynch

China on Sale, Discounted Pharmaceuticals

I promised to keep you updated on my stock market transactions and I will continue to do so. However, I am short on time these days, so unfortunately going forward I will not always be able to review the detailed thought process used at arriving at the ...

From JAKE BERZON, ETF Investor,  4 Jan 2008
Related Topics: Noven Pharmaceuticals, Inc.,  Food and Drug Administration,  King Pharmaceuticals, Inc.

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