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Biofuel's Year in Review

Corn based ethanol works fine, especially with new seed generation from Monsanto, et al....But, sugar producers are laying off workers, and it is 3-5X more efficient. Obama should eliminate the tariff on sugar based ethanol, and the current subsidy of 45 cents per gallon should NEVER go to the blenders, if the blenders are directly or indirectly big oil, becasue they re conflicted. Consumers should get the credit! If you run a car of flex fuel with corn based ethanol, the credit should go to consumers, creating an incentive to go green, and indirectly bail out Detroit!
Dec 25 10:40 am |Rating: +3 0 |Link to Comment |View article
Buffett's Gamble: $40 Billion Bet on Volatility

Buffett is statistically dead according to most mortality tables by 2019. So, maybe the next CEO will go to Wall Street, bake up some tranches of this CDS crap, and sell it with a shit eating grin to governments and sovereign wealth funds all over the world.
Nov 23 19:59 pm |Rating: 0 0 |Link to Comment |View article
Memo to Warren: AmEx Preferred at 15%, Warrants at $12

So the Amex wide moat has a huge leak?
Nov 17 14:33 pm |Rating: 0 0 |Link to Comment |View article
@VIC: Leon Cooperman on "The Investing Climate & All-Weather Stocks"

The VIC virus caught ATLS; stock down 20%+ since recommendation.
Oct 09 07:02 am |Rating: 0 0 |Link to Comment |View article
Short Financial ETFs: Watch Out for the Fannie/Freddie Effect

How do you sell on Sunday? SKF is a buy now on Monday since it is way down; gov't has finished all socialism for now unless we become Venezuela, which is possible.
Sep 08 10:38 am |Rating: 0 0 |Link to Comment |View article
Is Wachovia the Worst Run Bank in America?

Good insight here on Wachovia: pretty well sums it all up. Remember, it really is First Union, just the jersey changed to protect the guilty when they merged/bought Wachovia, tearing up the CEO's (Baker) severance/retirement package in the 11th hour of the deal and doubling it to get the deal done. Sad thing is that many employees who have been long and loyal may lose their jobs. Many retirees who thought blue blood Wachovia was a safe, sleep-at-night, dividend paying value stock, have lost their shirts. That Enron killed SIV activity for all but banks is pathetic and speaks to the strength of the bank lobby in DC. Lastly, much of the dead real estate loans of Golden West is in non-recourse states, like California. I guess some poor old unsophisticated North Carolina bankers got taken to the woodshed in this deal! Thompson is no Hugh McColl, or Ken Lewis, for that matter.
Sep 08 10:30 am |Rating: 0 0 |Link to Comment |View article
Barron's Bets on Prudential

AIG is now a wounded duck in the core life insurance business, where annuity and life insurance purchase decisions are heavily weighted on financial ratings. Pru, conversely, has the best VA on the strreet, with the best living benefits guaranteeing income for life. Hands down for PRU. AIG's big spin-off news on 09/25/08 make it an interesting speculation.
Aug 31 15:33 pm |Rating: 0 0 |Link to Comment |View article
Schlumberger: The Switzerland of Oil

SLB can deal with the devil very well, as in Chavez, Putin, etc....who cares! They are a very legit way to play the Satan oilfields. RIG is a homerun. tomorrow, not today! CNQ as well. Suncor! et al....
Aug 24 20:22 pm |Rating: 0 0 |Link to Comment |View article
Capital Bank: The Baby That Went Out with the Bathwater

Capital Bank's Board screwed up years ago when pigging out on all loans real estate! Maybe they learnd a thing or two that enabled them to avoid this credit dislocation? Truly, they are not a business bank like Paragon or are they? What is their market for loans, if not developers? Big Business in RTP tends to avoid small banks. How do they contrast to Cresent State Bank, Carolina Bank, etc....?
Aug 10 05:22 am |Rating: 0 0 |Link to Comment |View article
AIG: Willumstad's Hard Choice

As Barron's also reported, AIG is a sum of the parts break up story. At $26, the parts are very undervalued. Expect 09/25 news of spin-offs and sales of various units.
Aug 10 05:16 am |Rating: 0 0 |Link to Comment |View article
A Continued Short Case for Automobile Finance Companies

GMAC debt yields 20%+ so what is that saying? Screaming steal or looming bankruptcy?
Aug 10 04:56 am |Rating: 0 0 |Link to Comment |View article
Lawrence Lindsey's Angry Fannie/Freddie WSJ Editorial

All of the Hawks, especially Greenspan, have become incredibly articulate since leaving government service. In the Greenspan era, many wonks on CNBC and elsewhere would decipher his musings before Congress as if they were interpreting the Bible Code. Many also forget Greenspan once worked for Charles Keating of S&L failure fame. Much of the fighting seems to be a struggle to ward off the welfare state slide our country has fallen into.
Aug 04 05:15 am |Rating: 0 0 |Link to Comment |View article
S&P 500's Best and Worst Net Income Change

So what is the point of this? Buy the dogs and sell the companies with real earnings? Many of the financials will never recover in share price for two reasons, namely, there ability to lever the balance sheet and party in SIV land is over, and exisiting shareholders in most cases have been diluted into oblivion.
Aug 04 05:05 am |Rating: 0 0 |Link to Comment |View article
Credit Cards Are Feeling the Crunch

I am on the Seabourn Legend in Monaco; today in Cannes. There is no shortage of spending going on, on ship and off. Media whiners want to depress us all. Our boat is almost all US citizens and although our dollar is weak, many still spend Euro 250 for lunch or dinner in port. Monte Carlo casino was a snobbish joke of a spectacle: 10 Euro to get it, 16 Euro for a glass of champagne, etc...no shortage of Russian mob and their high priced hookers.
Jul 31 03:28 am |Rating: 0 0 |Link to Comment |View article
More of the Same

Maybe the Arab sovereign funds will buy them all out and dilute all US shareholders into oblivion?
Jul 29 11:54 am |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...
The Macro View - Sample Seeking Alpha - The Macro View Market 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 Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer'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 Email continues...
Jim Cramer's Picks -
Sample

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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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet 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 Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China 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 Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative 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 - Sample Seeking Alpha - ETF Daily Sector 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 - Sample Seeking Alpha - Daily Dispatch Wall 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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