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Charles River Labs: Caught in the Credit Crisis Crossfire

Thanks, Mike. I have been long CRL in the past and was thinking of getting back in. Maybe I'll wait a little longer. What do you know about ICLR? I actually prefer them because their numbers have been better and they give me geographic diversification. Isn't Ireland also hurting these days?
Nov 07 09:21 am |Rating: 0 0 |Link to Comment |View article
Weekly Market Outlook: October 27-31

excellent, well written, important info. thank you.
Oct 28 12:34 pm |Rating: 0 0 |Link to Comment |View article
Finally Some Good News for Sirius Shareholders

I am amazed. I can't even begin to understand the number of words spent on this 25-cent stock in this blog. It would take hours to read it all and life is much too precious for that. I read some of it. How about some new guidelines? Limit posts to 100 words? Or to the size of this box? In spite of my pseudonym, there is no way any sane trader would short a stock at 25 cents. Even if it was worthless, which it may be, the market can move based on emotion and if that emotion drives it to $1 we lose four times our bet. So Monday I'm going long ... why not? Last thought - - Howard S = world's biggest A hole, and anyone who listens to him.....
Oct 26 00:40 am |Rating: 0 0 |Link to Comment |View article
Rating Agencies Take Due Fire

Markos: How ironic that after a 24-hr silence we were both writing at the same time. And how's this for validation ... The 2 guys knocking you are newbies ... JoePlumber is obviously a name created within the last week or 2 (or Friday) and this was his first comment ever while your other detractor is already up to a total of 2 comments ever ... how lucky that you were worthy of his time. Thank again.
Oct 25 16:11 pm |Rating: 0 0 |Link to Comment |View article
Rating Agencies Take Due Fire

So... Mr. Kaminis... hero or villain? I will not judge lest I be judged. But I am grateful to you Markos for the information, and rather than engage in the character debate I will do something with MCO on Monday to make my life better ... you should be able to guess based on my pseudonym. Thanks, Markos. I enjoyed your article and my guess is that the so-called "cause" was either weak or non-existent. I bet you are doing fine elsewhere.
Oct 25 16:02 pm |Rating: 0 0 |Link to Comment |View article
Exxon Shareholders Suffer a Windfall Loss of 13.7%

But scorpion has in fact nailed the most important answer in this country today - - why W started an unnecessary war. Thanks for that (can we prosecute him for murder now? please? Cheney too?)
Ernie - - stop, please. Those other companies are not evil.
CLH - - A fool? How many books have you written? And are you telling me McCain is not a fool? Have you seen the photo of McCain hugging Bush? There's no fool like an old fool and he's old.
Sep 01 19:06 pm |Rating: 0 0 |Link to Comment |View article
Criminal Past Haunts Bidz.com - Barron's

Rachel - - hmmmm... whom to believe? the source which had the power to trash Fannie and Freddie's price 2 weeks ago? or shady management of some 2 bit online auctioneer? I'll go with your take, ignore the BIDZ supporters and take my position Monday, as my user name suggests.
Sep 01 14:31 pm |Rating: 0 0 |Link to Comment |View article
Is the Commodities Bull Market Over?

epeon - - thanks for the voice for coal. In spite of my user name I am long coal ... cold weather is coming and how much lower can it go? I may have to wait for Sept but that's OK .....
Aug 12 12:04 pm |Rating: 0 0 |Link to Comment |View article
As Financials Go, So Go Stock Markets

3 comments with outright, unqualified praise but none mention the obvious - - could you write a little less ... this is a blog not a book.

Fedex11 - - could not agree more. July was my best month all year.
(I don't want to talk about today however ... ouch)
Aug 04 17:07 pm |Rating: 0 0 |Link to Comment |View article
Five Key Chinese Energy Sector ADRs

I usually get annoyed at submissions of this length but by God, yours was worth every word. Like one of those expensive research reports but without the cost. Thank you.
Jul 31 17:12 pm |Rating: 0 0 |Link to Comment |View article
Insiders Preparing for Major Drop in Oil Prices

too many words. we are all very busy. try harder to boil it down and do us all a favor.
Jul 28 10:53 am |Rating: 0 0 |Link to Comment |View article
Short Oil as a Long Investment

Chistletoe - - Thanks for writing your thoughts down. Now I know you are a fool and a rude one at that. This forum is not advanced by baseless insults of people who are generous enough to share their time and ideas.
Disclosure - - long DUG and making $ at it (isn't that the idea?)
Jul 21 09:05 am |Rating: 0 0 |Link to Comment |View article
Is the Nasdaq OMX a Good Buy?

David: I liked your article. Sure, I prefer shorter offerings but this is exactly what I look for on SA - - opinions outside (and even about) the mainstream press. Not everyone knows about the Barrons effect
(many do but this helps new traders) Please keep writing.
Jul 13 23:57 pm |Rating: 0 0 |Link to Comment |View article
The ABCs of the Fannie Mae / Freddie Mac Problems

Ari 5000 - - Thank you for the simple, clear message I needed to hear: "trade to zero" ... sounds like a safe short.... It helps that Barrons agrees with you.
"Did U Think" - - Thanks for the most interesting remarks. What does NAU stand for?
Anyone know who is weaker, FNM or FRE ??? So tired of hearing them mentioned in the same breath when they have shown some differences in trading and they have differences in fundamentals.
Jul 12 22:13 pm |Rating: 0 0 |Link to Comment |View article
Could iShares MCSI Emerging Markets Fund Beat the Bear?

I agree with the idea that ETF's are the best way to play emerging markets but recommend DEM vs EEM ... change one letter ... get more $$$.
Jul 03 11:17 am |Rating: 0 0 |Link to Comment |View article

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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.
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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...
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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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