JamesD

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Netflix Gets Serious About Streaming Media to Replace DVDs

If I read the plans correctly, I can pay $8.99 a month and stream content 24 hours a day, all month long. Sounds like a steal. If NFLX can insert ads -- basically acting like a 100% on-demand cable channel -- they could do very, very well indeed with streaming content. Combine what the customer is watching with demographics about the customer, and it becomes a Google-type targeted advertising environment. (Rumor has it that Google makes a bit of money doing exactly this.)
Sep 30 17:35 pm |Rating: 0 0 |Link to Comment |View article
Strong Growth in Lithium Demand to Power FMC Corp., Rockwood Holdings

The number you really want is amp-hours (or Coulombs). Every electron coming out of a battery comes from a lithium atom, so the closest correlation with lithium content will be in the amp-hours. You need to divide watt-hours by the voltage of the batteries to make the comparison.

If the voltage in the auto batteries is 350v, that cuts down quite a bit on the ratio. Nonetheless, since you can run a laptop from the cigarette lighter plug in your car, there's obviously a vast difference in capacity. My gut feeling is that we're talking about a 50-fold difference.
Jun 09 11:25 am |Rating: 0 0 |Link to Comment |View article
Putting PETS Down

At some point, the company WILL be taken seriously by investors. Quarter-over-quarter growth may not do the trick, but year-over year growth certainly grabs the attention of analysts and portfolio and fund managers. If they hit on all cylinders for one more quarter, PETS will graduate from "speculative"... and start appearing on lists of "growth" stocks.
Jun 05 17:40 pm |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...
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Jim Cramer's Picks -
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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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