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Information disseminated through the traditional financial news outlets is often subject to a hidden agenda. At best the information is misguided and at worst deliberately misleading. With a combined 60+ years of experience in the financial markets, we intend to help the reader separate fact from fiction and expose the news that actually moves markets.

If you don’t read the newspaper you are uninformed, if you do read the newspaper you are misinformed.
–Mark Twain

RCM Manages the Fortune's Favor Family of Funds:

  • Fortune's Favor I (Long/Short US equity)
  • Fortune's Favor Offshore (offshore clients)
  • Fortune's Favor Precious Metals

Thursday, May 1, 2008

Time 2:35

Stocks: AUO, GLW

These stocks make up the best of the flat panal LCD market play. They each have 4 quarters of explosive growth in revenue and EPS (GLW less explosive because of the size and type of their overall business). As we get closer to the deadline of all HD tv signals at the end of this year it appears these stocks are going to make a run. The long term weekly charts of both are classics, perfect cup with handles. Both have volume breakouts on the daily charts with positive EPS announcements. All systems go, we need to own a full position in AUO (S/D n/a because ADR) now. GLW has a 41 s/d rating and so doesn't fit my rules but Dad has no such rules and will give us exposure.

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