TODAY'S NOTES:
- MSFT increases dividend 12.5%, plus loses deal to GOOG
- A spreadsheet error in our DNB purchase allowed us to make almost $1/share by luck. We dumped DNB this week.
- We dumped RGF - the risk/reward ratio is out of whack - we lost -1.3%.
- Our ET, went up from +86% to +96% in a couple days
- Our LEN shot up this week
PODCAST CORRECTIONS:
- Today, on the podcast, we said MSFT said they would complete $16B stock buyback by "Dec 20, 2006", but we intended to say , "Dec 2006".
- Today, on the podcast, we said GOOG will be spending "$5B" for a 5% share in the aol deal, but we intended to say, "$1B".
- Last week, we referred to the "Visteon" Operating system, when we should have called it the "Vista" Operating System.
