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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
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- 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
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- 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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Canaccord Bleak on Handsets, Sets Palm Target at $0
Walmart is going to be selling the iPhone and the iPod touch is selling like hotcakes... sure sounds like stagnation to me...
Sorry Eric, but imo, this Misek guy just isn't quite up to card table height, it seems.
Bad economy... sure, no more big ticket houses or cars, but do you really, truly think people are gonna stop buying iPods and iPhones and start buying Zunes and Razr's instead???
Veronica
Canaccord Bleak on Handsets, Sets Palm Target at $0
In these times especially, people need to be concerned and responsible about what they proclaim or predict... especially if it is without acknowledging the overwhelming popularity and growth indicators contradicting their statements.
Thanks for listening.
Veronica
How Low Will Apple Go?
But seriously, as soon as the dust settles, innovative, well-run companies will remain standing and will be much easier to identify and valuate. Among them, Apple will shine brightly.
Thanks for listening.
VERONICA
Apple Fails to Deliver, and the Rally Fizzles
A lot of what drives MAC sales is and has always been visually striking product design. It's a thing of human nature and Apple seized upon it long ago... that all other things being equal, most people will choose the pretty one, every time.
Let's just see how the river runs on this one.
Best,
VERONICA
iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
The stock will probably go CRAZY and the analysts will go WILD!
I bet we see $75 per share today!
BIZARRO WORLD.
Veronica
Can Apple Withstand the Financial Sector's Fall?
If not for a questionably legal, but definitely manipulative environment, a company that is doing great, has enormous popularity, has people standing in line to buy their products and an absolute "rainbow," of future opportunity, would have a stock valuation without sufficient fluctuation to attract heavy buy / sell activity.
SO... UNLIKE a long investor, the entire short sell community, every Wall St. Brokerage and virtually every financial media reporting entity needs "churn" (and the subsequent "news") generated by fluctuation to make commissions off of.
Ergo, a little negative news, a few pot shots, a few bad words at the Wall Street water cooler, a couple of nasty little asides to some institutional groups & whaddaya get?
SWING!!
Good old commission-gathering market SWING and loads of trashy news to report!
Thanks for listening.
VERONICA T. WOLFE
Apple: Major Bounce or Major Breakdown?
When a company is doing great, has enormous popularity, has people standing in line to buy their products and an absolute rainbow of future opportunity, their stock tends to stay pricey and not have sufficient fluctuation to attract heavy buy / sell activity.
SO... UNLIKE a long investor, the entire short sell community, every Wall St. Brokerage and virtually every financial media reporting entity needs "churn" (and the subsequent "news") generated by fluctuation to make commissions off of.
Ergo, a little negative news, a few pot shots, a few bad words at the Wall Street water cooler, a couple of nasty little asides to some institutional groups & whaddaya get?
SWING!!
Good old commission-gathering market SWING and loads of trashy news to report!
Thanks for listening.
VERONICA
Apple: Great Company with Lofty Valuation - Due for Pullback
Here's one... if you see value breaking technology development and inspired application, Apple is only at the tip of their iceberg. They are incredibly forward thinking and continually create unique, trend setting items that people feel they MUST have.
Since Apple released the iPod, I've been in the stock and have always made way above market. So, until their innovation and product release cycle slows or stops, I'm in like glue.
Thanks for listening.
Veronica
Metrics, Mortgages and Analysts
Thanks for continuing to accumulate and present fact-based reporting of Etrade. So much of the market analysis has become "Cramerized,"... with pure opinion and sensationalism that it becomes very hard to see what ground-floor sensibility even looks like. Thanks for the clarity... you are a beacon.
Hopefully someday your "colleagues,"... in the investment community will join you in writing articles that are based in reality.
Thanks for Listening.
VERONICA
Here's What Will Happen To Apple's Rivals
It's nice to see a writer who "gets it." Thanks for weighing in. I've seen SO many articles that say something to the effect of, "Yes the iPhone is neat, BUT blah, blah, blah..." and most analysts certainly don't seem to get it.
The iPhone, like the iPod before it, is both a technological AND social marvel that PEOPLE are waiting in line to get their hands on. It's this double whammy and subsequent desire that should be making the investment community pay attention.
Thanks for listening.
Veronica
E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong
So, if financials regain just a little investor confidence, ETFC will become a very obvious stand-out & we'll ride it to $8+ before the year end.
Thanks for listening.
VERONICA
E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong
I'm not a chicken & I don't cluck, but I DO know how to make a buck. Say all you want, but I have done well following what I'm saying... Stay long on GOOD stocks and OCCASIONALLY take advantage of market dips to take some profit. ETFC, I'm betting, is a GOOD stock, based on the discernable facts. I realize there are other tactics and certainly other ways to make money, but this works for ME.
Cindy reminds me a lot of Georges Yared, who rode Dell, Akamai, Apple and Crocs to the top of the pile. (i was there too) She may fluff us excitables up a little to keep the interest level high, but she does represent the facts. As such, she's way okay by me.
SLICKFLICK, I agree with you about ETFC's recovery, which is why we're all here, right? I think you're pretty dead on in your assessment. I also think you're right about ORCA...a helluva writer and mischief maker. ORCA... come to the light side of the force...
Long & Strong
Veronica
E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong
Thanks and I DO see your point. I hope you see mine as well. Cindy may be a raving fangirl (though I don't believe she is), of ETFC and the market MAY tank tomorrow... BUT that doesn't change the positive and verifiable FACTS of ETFC's (or any other good companies') potential and associative trajectory for growing value and worth... which in turn equates to shareowner VALUE.
I say the chicken came first.
Veronica
E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong
AND THEN there are the ankle biters like "Orca," (author of the 1st comment) who would play devil's advocate to a gold mine. Some of these types, when empowered by print or televised media, can gain enough weight to actually depress an otherwise sound investment. Notoriety, while entertaining, can have a bad effect on a good thing.
SO go with the FACTS... on any company. They are bankable. And unlike baseless opinion and "I want my blog published," market drivel, they will carry you to profit, even if you have to slog through the gutters to cross the street.
THANKS for the facts. You present them well.
Veronica