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Alan Brochstein



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+Vote!

Tech May Be a Wreck, But This Isn't 2001

InformedTrades (Free subscription) | 16/11/2008

ab analytical services Alan Brochstein, CFA submits:. I have been negative on Tech as a sector relative to the market as a whole, but I am no longer...

+Vote!

Tech May Be a Wreck, But This Isn't 2001

SeekingAlpha Software Stocks (Free subscription) | 16/11/2008

Alan Brochstein , CFA submits: I have been negative on Tech as a sector relative to the market as a whole, but I am no longer so. I shared my reasons over a year ago (too early), arguing that the strong balance sheets and high exposure to international sales were masking high valuation and significant but under-appreciated exposure to the consumer. I noted that recessions had never been...

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Hormel Foods Could Be a Good Addition to Your Shopping List

InformedTrades (Free subscription) | 16/11/2008

ab analytical services Alan Brochstein, CFA submits:. As a buy-side analyst and an individual investor, one of my greatest strengths, in my opinion,...

+Vote!

Hormel Foods Could Be a Good Addition to Your Shopping List

SeekingAlpha.com (Free subscription) | 16/11/2008

Alan Brochstein , CFA submits: As a buy-side analyst and an individual investor, one of my greatest strengths, in my opinion, is also one of my greatest weaknesses: "Breadth" rather than "depth". As I explained to a prospective client recently, sometimes extensive knowledge about a company and its industry and perhaps years of following it can lead to biases and a tendency to succumb...