Kirk Lindstrom

Short Interest on Nasdaq: Why the Data Delay?

All you did was expand on my statement the release of the data is delayed. You didn't answer the question "Why?" or any of my other questions that are more important.

Semis' Downturn - Which Companies Will Survive, Part 1

I look forward to your rating of companies but I should warn you that Gartner has been as accurate as a monkey throwing darts at major turning points.

From "Gartner Dataquest Semiconductor Capital Equipment Spending Historical Forecasts" at kirklindstrom.blogspot...

"14 February 2000 Wafer Fab Equipment and Capital Spending Forecast: How Exciting Will 2000 Be? The semiconductor recovery accelerated, and unit demand was better than expected. Spending for capacity additions began in earnest, initially in the logic-centered foundry industry, but is expected to broadly expand into memory in mid-2000.

2 October 2000 The semiconductor recovery is in full swing, driven by strong unit demand. Spending for capacity additions strongly accelerated in 2000, and positive growth is expected to continue into 2002."

or more recently near the top

"30 July 2007: Semiconductor capital equipment spending is in a shallow correction, although sales will still rise 2.7% in 2007, and growth will revive to reach 6.2% in 2008."

95 Stocks with Low Debt to Equity

Great post! I too was a buyer last week, including Friday. SPY was yielding 3.10% or so when I bought under $88.

You might want to add to your list of things to do for "the new financial system" something about shareholders have to retake the companies from the inbred board of directors. They need to pay for performance and not give away 10% of earnings plus 4% a year dilution to a handful of insiders via stock options. I have no problem with giving stock for good performance, but it needs to be done in a way that FORCES insiders to build long term value instead of short term gains so they can unload the options at a high price before the stocks crater. Perhaps make options restricted such that they can't be exercised for 7-years.