knight722

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S&P 500 Stocks Furthest Above and Below Consensus Price Targets

How often do analysts review their targets? In periods of rapid price fluctuations it only takes a few laggards to make a "consensus" figure a false picture of current expectations. For those organizations that might follow a scheduled revisit to sectors on some regular basis, a published price target may sit out there for a while.

I agree that many price targets will be coming down but what would you expect in a declining economy?
Nov 08 08:49 am |Rating: 0 0 |Link to Comment |View article
We've Crossed the Line from Capitalism to Socialism

The author is just another in a long line of observers that writes a withering headline to get attention and then fills the rest of the space with jibberish. The ideologues are hard at it, screaming the buzz words of one political philosophy or the other, all intent on feeding the fire and ignoring the real world issues that real people are trying to manage for the benefit of all of us.
Sep 21 23:19 pm |Rating: 0 0 |Link to Comment |View article
Contrarian Update: Time for Bonds and REITs

"Clearly, Mr. Market is offering a bigger cushion of safety in these asset classes relative to recent history."

I'm not sure any reference to "recent history" gets the job done. Recent history includes a monetary policy of easy credit and the repricing of all equity issues by virtue of the adventures of LBO sharks. REITs in particular may live in a much different world.
Sep 10 18:56 pm |Rating: 0 0 |Link to Comment |View article
Infrastructure Is Making News

Wow. Someone builds a wind farm in upstate NY and only then discovers that the existing grid is inadequate. DUH. What a chump. Do we really want to build transmission lines to every remote area where some speculator wants to build wind generation? Talk about a Bridge to Nowhere!!! And the environmental impact of streams of HV transmission lines running from the Dakotas to each coast so that Joe Sixpack can run his multiple appliances during peak power usage periods is a severe one with huge political barriers to success.
Aug 31 21:03 pm |Rating: 0 0 |Link to Comment |View article
Anesiva 'Pain-free' High Growth

Don't we teach our kids anything anymore?
Aug 17 18:19 pm |Rating: 0 0 |Link to Comment |View article
How to Profit From China's Environmental Woes

So Denmark has 20% wind energy -- what about the other 80%?

Some of us have been in the ute business for a long time. We have families just like everyone else. We believe the US needs to have a balanced fuel source for power generation, and that includes coal and nuclear. We have become accustomed to being called killers and maimers of children. Meanwhile, the electricity we generate in a reliable manner and delver at a reasonable cost is daily saving lives and making people's lives healthier and safer in many ways. I am not a part of some oil lobby or uninformed on either energy policy or environmental issues, both of which I deal with regularly.

As for being an environmentalist, I consider myself a conservationist and a person who treasures clear air and water as much as anyone, perhaps more than most, since I have a 30% lung capacity due to childhood polio.
Aug 14 01:02 am |Rating: 0 0 |Link to Comment |View article
How to Profit From China's Environmental Woes

sirfisup's "myth" is the more flagrant kind of PR crap that is taken at face value. The Green Lobby has dominated this discussion with politically charged rhetoric that goes unchallenged in the media.

User127104 seems to think the impact of sirfisup's view is simply an increase in the price of a TV set. Think more along the lines of an increase in the cost of every item you buy, magnified many times by the mark up at each stage of the product production process (since energy fuels each stage of the process).
Aug 13 18:39 pm |Rating: 0 0 |Link to Comment |View article
Foster Wheeler: Solid Results, If Anyone Cares

So you made a bad investment. We all do that, even pros like you. Why trot out all your justifications that didn't pan out? And the "everyone' this and "everyone" that is worse than sarcasm, its just not true.

I bought FWLT and lost money. I continue to follow the company and its prime sectors. FWLT, MDR, and JEC are my favorite "infrastructure&q... plays. But I now own none of them because I believe the more probable scenarios going forward aren't priced into the equities. That includes rising inflation rates, continued tightening in the credit markets, and a failure of coherent public policies both here and abroad.

FWLT enjoyed a great day today, so now "everyone" agrees with you.
Aug 06 15:44 pm |Rating: 0 0 |Link to Comment |View article
Starbucks on Sale (Part I)

People who are changing habits because of $4 gasoline will be prone to change their habits toward "elitist" coffee. It is expensive -- period. If this economy continues to weaken, and unemployment continues to rise, there isn't a coherent strategy available to Starbucks to avoid an erosion of their customer base.
Aug 02 17:20 pm |Rating: 0 0 |Link to Comment |View article
Global Investing: Only 'Dead' for the Dumb Money

"If you had a choice between investing in a market where profitability was falling and the economy was in a recession, or a market where growth remains above 4% and profits are soaring… which would you choose?"

I'd choose the one that has mispriced stocks within the given economic conditions. Your analysis doesn't indicate whether the stocks serving the EM economy are fairly valued or not. If an economy is growing at 7.5% and the market expects 10%, good luck.
Jun 24 21:21 pm |Rating: 0 0 |Link to Comment |View article
IRS Ruling Benefits Real Estate Derivatives

Just what we need, even more paper shuffling on real estate.
Jun 23 16:50 pm |Rating: 0 0 |Link to Comment |View article
Friday Outlook: Commodities, Emerging Markets

The quote from Barry Goldwater is strange in that none of his predictions came true.
Jun 14 01:58 am |Rating: 0 0 |Link to Comment |View article
Which Solar Stocks Will Continue To Shine?

Thanks to ysong for explaining a topic the primary author didn't understand and labeled, incorrectly I believe, a trivial matter.
Jun 06 19:11 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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