reph

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Will Apple Beat 2009 Revenue Consensus?

Traders using purely fundamental analysis always find a reason to catch a falling knife. Do you really think Apple is going back to 170? Or even 120? Give me a break. The borrowed money that pushed it there dried up and like the rest of the market, the risk/reward for shorting AAPL is still better than for going long
Nov 15 21:15 pm |Rating: 0 0 |Link to Comment |View article
Weighing the Government Action Options

If banks at risk raised deposit interest rates, they would have fewer problems getting funds. There is a lot of cash from the stampede out of riskier assets that would gladly sit in an FDIC insured account or CDs, if they paid 5-6% instead of 0.1-2.0%. Instead, bankers are crying wolf because they can't make a 5% spread anymore borrowing short to lend long, and the incompetent US govt is doing everything possible to prop up an unsustainable debt orgy without actually sweetening terms for those with capital

Oct 10 13:51 pm |Rating: 0 0 |Link to Comment |View article
60% of Google Employee Stock Options Are Drowning

Technically the options are not "worthless". They are underwater. However, because the stock market could still go up, the options may be in the money later, and thus still have value today. IIRC there is an active market for Google ESOP options and I believe they can be traded even when underwater.

Kudos to the clever ones that exercised w/ a trailing stop around $700, and are now retired.

Oct 10 13:27 pm |Rating: 0 0 |Link to Comment |View article
High Yield Spreads Hit Highest Levels Since 2002

Well, a 10% yield still sucks if you will lose 20% of your capital from defaults, plus 10% from inflation caused by the govt bail out printing press.

Sep 17 00:04 am |Rating: 0 0 |Link to Comment |View article
Is U.S. Debt Losing Creditworthiness?

Of course the US will pay. It will just print more money to do so.

Sep 16 23:54 pm |Rating: 0 0 |Link to Comment |View article
The Outlook for Chip Stocks - 5 Analysts Discuss

Thanks. Good reading.
Jun 06 00:40 am |Rating: 0 0 |Link to Comment |View article
Outlook for Oil: 2008 Thus Far and a Preview of Coming Attractions

Oil may hit $500/b in 2012 simply due to the hyperinflationary bias of the federal reserve. They clearly intend to print their way out of bank/homeowner/govt insolvency.

But I do agree oil is likely to rise even priced in euros, gold, agg commodities, etc.

Mar 05 23:48 pm |Rating: 0 0 |Link to Comment |View article
Short Selling Opportunity in Stocks, Bonds

Shorting gold stocks to go long physical gold is a suicide play. The gold stock beta vs physical gold is about 2. Perhaps that will change. Likewise, when jumping in front of a bus, perhaps the bus will stop in time. I wouldn't bet in favor of it though.

Feb 03 17:53 pm |Rating: 0 0 |Link to Comment |View article
Claymore to Liquidate 11 of Its Least Popular ETFs

Yeah.. glad to see the death of some of the wanna-be-SPY products. How about more commodity or international ETFs, instead of yet more overpriced US equity ETFs that correlate highly w/ existing products?

Feb 03 17:07 pm |Rating: 0 0 |Link to Comment |View article
Putin Backs Shell Into a Corner

What makes you think the acquisition probabilities are not already priced in?

Jan 25 01:28 am |Rating: 0 0 |Link to Comment |View article
Is the CPI a True Indication of What Lies Ahead for the U.S. Economy?

The data is historical (already priced) and does not suggest a dollar rally.. USD has been bleeding against a broad array of currencies for the past 5 years DESPITE other countries minting like mad. I've not seen much data on where the money is going but the US is certainly not the primary winner. Commodity-rich countries (Australia, Venezuela, Russia, OPEC) may be smiling the most.
Aug 16 01:10 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...
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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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