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NVDA: Still a Wait And See

I have read AMD had a LEhman credit line- could that matter?
Sep 26 12:47 pm |Rating: 0 0 |Link to Comment |View article
Replacing AIG in the Dow: Google? Cisco? Apple?

Nope, as was said, insurance out, cheese in. KRAFT
Sep 19 06:28 am |Rating: 0 0 |Link to Comment |View article
How Will Sirius XM Refinance Its Debt Now?

This article actually has an excellent point. The particulars of companies' fundamentals are being emphasized more than ever as the market itself is under scrutiny, and Siri-XM's ways of spend spend spend, dilute and issue more debt are catching up with them. Essentially in this market the macro issues such as the limited availability of credit are affecting every stock.

position: long siri and given up, account in Wamu
Sep 15 12:25 pm |Rating: 0 0 |Link to Comment |View article
Garmin: Navigating to Nowhere

Have any of you actually tried to use a phone as a GPS for turn by turn directions? Even the biggest phone screen is inferior.... and then there is always the possibility of a phone call. It amazes me how Garmin continues to have multiple spots on Amazon's top selling list, updated hourly. The other company to do that is Apple- also beaten down in this raging insane market.
Sep 15 12:17 pm |Rating: 0 0 |Link to Comment |View article
Redbox: New Video Rental Competition for Blockbuster and Netflix

NFLX is the play. The key is how they are getting their software to work on various hardware through partnerships. The Roku box has been a strong start. Redbox's main problem is how few DVD's fit in a box. After walking indecisively all over a BB store unable to find a movie, I doubt Redbox could ever have enough selection to compete with anyone.
Aug 25 00:28 am |Rating: 0 0 |Link to Comment |View article
Sirius-XM Merger Nearly Ready for Air Time

The (almost) final approval was reported yesterday. Leave Ms. Boorstin and her awesome hair ALONE.
Jul 27 19:25 pm |Rating: 0 0 |Link to Comment |View article
Sirius-XM Merger Nearly Ready for Air Time

So my choices for listening to CNBC, CNN, etc. in the car are a) sirius or b) XM... how is this not a monopoly? I agree we need interactive radios, which they already were required to do; and the 6 year price cap. By then, internet WiFi in the car will be workable.

Exxon-Mobil is irrelevant, that should not have happened either, but the Republi-Cons are all about making oil powers super-rich. This administration hasn't met a merger it didn't approve... just a need to try and stop that frightening merger of 'hippies' between Whole Foods and Wild Oats.

I love Sirius but they just spend too much money and that has nothing to do with XM. Most people whining about the process are morons who thought they could catch a quick double on SIRI.

I worry after the price cap they will try to raise prices too high and kill their business... you know, pull an eBay.
Jul 27 13:16 pm |Rating: 0 0 |Link to Comment |View article
Sirius / SM Merger Finally Approved - And It Only Took 493 Days!

I have never seen so many lame comments about a stock. All signs pointed to the merger going through already. Don't expect your stock to magically surge. Look at the auto industry right now, the economy, and realize the upside will be limited. The chance of SIRI going up 80% to $4 on the back of this is quite low. Ironically the merger killed SIRI's shares momentum when the common donk started thinking they had an easy ride.
Jul 26 16:21 pm |Rating: 0 0 |Link to Comment |View article
SEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower

The paradigm shift is the one away from the utilities into consumer owned SUSTAINABLE forms of energy. I have never seen so much progress in the world of solar. SEPA can try hard, but we are sick of getting bent over a barrel by the utilities- after years of rate increases, pollution, blackouts, Enron, etc., we are MORE than ready for a change. We are DRIVEN with a passionate hatred for the likes of PG+E.
Jul 25 18:19 pm |Rating: 0 0 |Link to Comment |View article
Apple Is Biting Off More Than It Can Chew

This new product transition is very mysterious.

I think it may be a new affordable tablet multi touch kind of thing...

The cell phone business showed them that reducing margin to gain volume can be a good thing.

I truly hope Mr. Jobs is feeling fine, not because I worry about Apple, but because he is one cool human. That being said, if he were sick, the stock would be punished heavily- but it takes tons of talented people to run that outfit. He could one day be sort of a techno L Ron Hubbard if you ask me, but seriously, I mean that in a good way.
Jul 23 04:48 am |Rating: 0 0 |Link to Comment |View article
Netflix Brings On-Demand Video to the Xbox: Another PC to TV Bridge

Netflix has been one of the most trashed stocks I have owned/traded for over 5 years. What a terrific brand and stock- in my +500% opinion, the best is yet to come. I can't believe how many analysts actually thought Blockbuster would kill Netflix due to their B+M stores. The Circuit City debacle was the most recent evidence that the opposite is true. When you want to bring the 2008 C.C. in, you know times are tough.
Jul 15 14:09 pm |Rating: 0 0 |Link to Comment |View article
10 Signs of a Recession

Look for Brazil for an example of sustainable energy policy in effect. Drilling for more conventional oil will not solve the problem and we have ruined our environment enough.
Jul 06 21:49 pm |Rating: 0 0 |Link to Comment |View article
Goldman's Sirius Call: Solid Thesis, Poor Timing

This article is horse puckey.

While you may have been right about previous bankruptcies, to me this sounds more like the people claiming cable TV would go nowhere... why pay for tv? Why buy sat rad when net radio will be free? Maybe because with data access and content access, Sirius will be a better deal! Until WiMax or whatever is here and cheap and we can listen to the same content, i.e. CNN, CNBC, BBC, NFL, Sterm, etc., etc., then net radio is no competition. Besides, the infrastructure is not available and won't be affordable for years. Remember, Sirius comes in when you are in the middle of nowhere. The net has a lot of catching up to do. Meanwhile, it is built in to more, not less, new cars.

Guess what? When Net radio in a car does eventually happen, SIRI will likely be bringing it to us becoming a top notch Internet radio provider.

Content is king!
Jun 30 01:45 am |Rating: 0 0 |Link to Comment |View article
Six Attractive Stocks with Hidden Gems

Thanks for a thought provoking article.

I agree on AAPL, GOOG, and SWY, in that order.

I think AMZN will do fairly well too, but kindle is not accretive enough to the bottom line.

Ebay is overpriced. While paypal is doing well, the ebay auction business is in serious trouble as their fee hikes have finally made it a less useful place to shop as listings continue to decline. (in fact me and several friends now just search AMZN instead for many items)

SHLD I am not sure about and would not buy- Sears is an absolutely terrible brand nowadays, the real estate factor is diminished now- just how much faith are we supposed to have in Lampert alone? With a PEG of 3? Land's End may be great but again not enough a % of bottom line!
Jun 23 12:56 pm |Rating: 0 0 |Link to Comment |View article
PotashCorp and Mosaic: Get Your Orders Ready

I agree that IPI will be huge, Potash pure play.

PS- tons of flooded farmland means they need more fertilizer eventually.
Jun 22 19:06 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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