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captainccs's Comments Stream Stats
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- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby 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...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket 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
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer'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
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks 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."Email continues...
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. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
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- Why Today Could Suck for Tech by Kevin Maney
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Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
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Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
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- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
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- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
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- 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
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
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- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector 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 -SampleSeeking Alpha - Daily DispatchWall 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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Promising Times for Green Hunter Energy
What Do We Need In 2009? More Failure
By not allowing failures to fold America is giving away one of its main competitive advantages. Pampering leads to inefficiency which is one reason America has outperformed Europe and Japan. Unfortunately, the bailout is evening out the playing field to America's detriment.
Even if we accept that some banks are too big to fail, that is no excuse for bailing out inefficient car makers.
And if some banks are too big to fail the right action is to break them up into smaller banks, not to bulk them up even more like the Fed bailout is doing. Remember how the breakup of Ma Bell lowered calling rates. The same kind of efficiency might find its way into the way banks do business if they had more competitors.
And The Winner Is: Family Dollar
Mobile Reading: Next Big Area of Innovation
But I do admit that being able to take a laptop into the john has made books less of a necessity when performing that necessity.
Government's Next Lesson: Small Is Beautiful
softwaretimes.com/file...
On Dec 04 10:11 AM James Wilson wrote:
>
> Also Socialism has been forced on most of the countries in South
> America because of the U.S. Governments support of businesses who
> were stealing their natural resources.
>
> Now Chanves is using their oil to benifit the people not a forgien
> Corporation. If Corporations had show respect for people then Socialism
> would not be an issue.
Government's Next Lesson: Small Is Beautiful
> Corporation.
Not only is this not true, I know, Iive there, but you don't even know how to spell the name of your favorite despot. I guess spelling is not included in the socialist curricula.
How Some of the Smartest Investors Turned Dumb in 2008
>>>knocked the wind out of billionaire investors who should have known better.<<<
Excuse me for saying so, but that is one unfair statement. When everyone makes the same mistake it is not a question of smart or dumb. More likely it is a question of Black Swans.
Google's Downfall: Search Engine Optimization
I think you need to slow down, take a deep breath, and rethink the snippet quoted above.
While I certainly dislike Google's "I'm The Big Brother" attitude, Google's search works rather well. I'm getting good results both as a searcher and as a website owner and BOTH for free!
As for GOOG, the stock, I wouldn't touch it with a ten foot pole. It is an insult to investors. Insiders get ten votes per share while the regular investors only get one. Larry Page, Sergei Brin and Eric Schmidt want your money but not your opinion. They seem to worry about some kind of purity that the market would corrupt. It is just elitist nonsense. They should sell bonds and not stock.
As for other Google services, their customer support sucks big time. I've stopped trying to use several of their offerings. Dealing with Big Brother Bureaucracy is a royal pain.
Government's Next Lesson: Small Is Beautiful
Too big to fail means they have the Congress over a barrel and can extract any kind of concession they want.
Under current procedures the Fed sells failed banks only to the biggest banks making them even bigger, just the opposite of what is needed.
Here Comes a Consumer Killer
Of course paying a late fee is painful so don't be late. Now that you can pay the card online, there is no reason to be late, ever.
Hedge Fund Tracking: Lee Ainslie's Maverick Capital, Q3 2008
The Biggest Problem Detroit's Big Three Face
news.cnet.com/8301-107...
www.globalsecurity.org...
On Nov 16 12:29 PM stevendedalus wrote:
> If we let the Big Three fail we are ingrates. The auto industry long
> ago spearheaded the middle class. If we leave the industry to Japan
> and Korea what happens to national defense. Have we forgotten the
> tremendous role the Big Three played in mobilizing tanks and millions
> of supportive vehicles during WWII?
The Biggest Problem Detroit's Big Three Face
GM's problems are not new. Their management has been a disaster for decades. They offered me a management position back in 1965 and I refused because as a manager I would get neither authority nor responsibility for my department (IT). Decisions would be made in Detroit HQ and I would just be the lackey implementing them. No thanks!
Alternative Energy Storage: Cheap Will Beat Cool
I have been an Apple fan since 1979 having been an Apple reseller and a Macintosh developer. I wouldn't touch a Windoze machine. But when it comes to buying Mac, I tend to buy the low end products. I'm writing this on an iBook G4 with the now obsolete PPC chip.
An OS is not quite a commodity. There is a lot of personal investment in learning the use of an interface. This is why a technology to be disruptive must be ten times cheaper than the technology being disrupted according to Clayton Christensen. But energy is essentially fungible so expensive makes no sense except for very special uses like maybe a Mars orbiter.
GE's Immelt Buys Shares - Should You?
Chesapeake Energy CEO gets margin call; sells entire stake
www.bloggingstocks.com.../
Maybe by following GE's CEO you too can lose it all, maybe not. They are no better at predicting the future than the next fellow, insider info or not.