John Damschroder

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  • Fair, Balanced & Closed

    By John Damschroder - November 14, 2012 | Tickers: CBS, NWS, TWX, NWSA, VIAB, DIS

    It's a shock, but Rupert Murdoch is following the Obama, Bloomberg path of protecting me from myself by limiting my options.  The President mandates that everyone have health insurance, the Mayor limits soft drink sizes and now a conservative icon CEO worries about excessive volatility in my News Corp. 401-K.

    Days after reading the annual report letter from Mr. Murdoch, spelling out his reasoning that News Corp. is undervalued more »

  • Is Vical in Romneyland?

    By John Damschroder - November 13, 2012 | Tickers: BMY, VICL

    The shocker of the 2012 campaign is Mitt Romney's mistaken assumption that he had a small lead to protect rather than a small gap to close.  This false premise caused Romney to close the campaign with the tactics that were designed not to lose rather than to win.

    Recent activity in my largest holding, Vical (NASDAQ: VICL) has me wondering if I am also making counter-productive moves that will more »