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David Kretzmann

David Kretzmann is a remarkably precocious and insightful teenage investor who has been investing in individual stocks since July 2005. His latest commentary on individual stocks, the overall stock market, and economy can be found at Pencils Blog. Feel free to e-mail him with any questions or comments. Check out the Pencils Fund project to see his latest investments.

David Kretzmann's Latest Articles

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Hansen Narrowly Misses Estimates, But Earnings Are Far From Failure
on Aug 08, 2008 about HANS
Stellar Earnings Send Buffalo Wild Wings Flying
on Jul 31, 2008 about BWLD
Chipotle Collapses Post-Earnings; Now a Bargain for Long Term Investors
on Jul 24, 2008 about CMG
What's Behind Hansen's Smackdown?
on Jul 04, 2008 about HANS
Hansen Natural: Long-Term Stability Overrides Short-Term Fluctuations
on May 09, 2008 about HANS
Buffalo Wild Wings: Finger Lickin' Good
on May 02, 2008 about BWLD
Denny's Q1 Earnings Strong; Awaiting Cash Flow Results
on May 01, 2008 about DENN
Chipotle's Long Term Outlook Looks Better Than Ever
on Apr 25, 2008 about CMG
Quiet Confidence in HanesBrands Earnings
on Apr 21, 2008 about HBI
Market Ignores Big Picture: Punishes Hansen on Gross Margins
on Mar 02, 2008 about HANS
LoopNet Management Can Handle Tough Times
on Feb 06, 2008 about LOOP
Hansen Natural to Double in '08?
on Jan 03, 2008 about HANS
Three Stock Picks for 2008
on Jan 02, 2008 about TTM, BWLD, HANS
Hansen Natural: Long Term Picture Looks Better Than Ever
on Nov 09, 2007 about HANS
Chipotle Mexican Grill: 4Q Expectations
on Nov 04, 2007 about CMG
Denny's 3Q Shows Continued Progress With Turnaround
on Nov 02, 2007 about DENN
Chipotle Smashes Estimates For Eighth Consecutive Quarter
on Oct 31, 2007 about CMG.B, CMG
Tractor Supply Falls on Lowered Guidance
on Oct 30, 2007 about TSCO
LoopNet's 3Q Results Sizzle Past Estimates
on Oct 25, 2007 about LOOP
Panera Bread's Results Are Nothing Pretty
on Oct 24, 2007 about PNRA
Village Super Market Reports Another Stellar Quarter
on Oct 02, 2007 about VLGEA
Hansen Natural: Cramer Can't Get His Story Straight
on Aug 29, 2007 about HANS
Rubio's: Eating Up Cash
on Aug 27, 2007 about RUBO
Core Molding Technologies: 2Q Earnings Review
on Aug 23, 2007 about CMT
Hansen Blew Out Sales Estimates In Q2
on Aug 10, 2007 about BUD, HANS
Buffalo Wild Wings: Buying Opportunity at Hand
on Aug 03, 2007 about BWLD
Select Comfort: Sacrificing Short Term Results For Long Term Strength
on Jul 26, 2007 about SCSS
Panera Bread: Management Caught Up on Short Term Outlook
on Jul 25, 2007 about PNRA
A Preview of Chipotle's 2Q Earnings
on Jul 23, 2007 about CMG
Hansen Natural: Q1 Results Better Than They Appear
on Jun 21, 2007 about HANS
Starbucks: Where Growth is Not an Illusion
on Jun 19, 2007 about SBUX
Village Super Market: Expecting Market-Beating Returns
on May 29, 2007 about VLGEA

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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