Damn! I Know That Invite Was Here Somewhere [View article]
go ugly early is like settling for a walk when the pitcher is throwing at 30 miles an hour. ugly can get uglier. stick with quality and wait for a bottom to be put in on those that misstep. don't date Rosie when she's weighing in at 250 when she's heading toward the truck scales.
Damn! I Know That Invite Was Here Somewhere [View article]
The market keeps rising and I still haven't seen Kate Upton. I better mosey on up to the bar. However, I have reinitiated short positions in VALE, RIO and AKS with tight stops.
Merkel Wagers EU Pact On Semifinals, Thoughts On RIM And Steel [View article]
First of all, the delay is not 3 months, rather, it is another 3 months on top of the 6-9 months of BB10 delays already announced. This means they will have missed numerous competitive product cycles. Secondly, the number of apps available for the BB7 and Playbook is not a mystery - the devices have less than 1/10th of iphone and ipad apps - and it is unlikely that with decreasing market share, the illusory BB10 will draw more apps as the competition increases. Common sense dictates that developers will not allocate their capital to a smartphone that (1) does not exist yet and (2) that is not available in final prototype form. There remains an opportunity for a smartphone with an actual qwerty keyboard, an entry method i much prefer, but that window is closing. You are correct that the market is still growing and that 2G is actually still a string business in numerous countries but the competitive landscape has increased not decreased. As a heavy user of email, I dread having to use an iphone but my problems with my BB7 make it difficult not to try a new device.
If you're looking to trade on today's Supreme Court decision in healthcare - don't - warns CNBC Fast Money trader Stephen Weiss. “I wouldn’t do anything,” he says. The story isn't over so it's impossible to make an informed decision on anything. For example: “What if the public doesn’t like this – and Romney shoots higher in the polls?” Weiss asks. That changes the trade entirely. [View news story]
there are lots of sectors and stocks to trade/invest away from financials and health care. best way to lose money is to go into a position without conviction or with incomplete information.
The Perfectly Written FOMC Statement For Stock Pickers [View article]
Thanks. It really is a unique book and I wrote it hoping that each chapter would read like a short story. Each chapter is timeless, particularly the one about Aubrey McClendon given the recent news surrounding Chesapeake Energy. Hopefully you will enjoy it enough to read my follow up, The Big Win.
News Flash: Europe Is Slowing, China Is Slowing, Goldilocks Has Left The Building [View article]
and low natural gas prices and unseasonably warn weather continues to provide something of an offset. rate of change is extremely important in gas at the pump and its effect on economy - granted, up to a certain point. industry experts believe that geopolitical fluff is $15-20 a bbl.
News Flash: Europe Is Slowing, China Is Slowing, Goldilocks Has Left The Building [View article]
The article was drafted prior to latest PMI which actually show a contraction in economy for the 5th straight month, not 4 as noted above. Readings below 50 indicate a contracting economy which does not necessarily mean that the economy, or GDP, is negative.
Did You Hear The One About The Bull: China, Europe And Global Growth Stocks [View article]
CSC - going from a hardware model at Unisys to a consulting model isn't comparable to turning around a services company. Turnarounds can occur with right management - even in the consulting business. Not a core position but worth owning. UK contract back in the door. Highly competitive business with prior mgt that was so bad there is a lot of low hanging fruit.
Bullish: The Tooth Fairy And The EU [View article]
editorial added misys in the article. i did not do that and am about to write them a nasty email. if you go to my web site, you will note how i referenced the company - by ticker only. http://bit.ly/yZ1yNi
The Market: Resolutions Are Made To Be Broken, More Positive On U.S. Equities [View article]
S&P estimates will come down as will guidance. We are already coming off the worst pre-announcement season since '08 (and '01 before that) but yet strategists still hold onto the ghost. Multinational industrials are most at risk.
Cyprus: An Excuse Not A Reason [View article]
Hey - Don't Brussels Sprouts Remind You Of Equities? [View article]
Damn! I Know That Invite Was Here Somewhere [View article]
Damn! I Know That Invite Was Here Somewhere [View article]
Merkel Wagers EU Pact On Semifinals, Thoughts On RIM And Steel [View article]
Merkel Wagers EU Pact On Semifinals, Thoughts On RIM And Steel [View article]
If you're looking to trade on today's Supreme Court decision in healthcare - don't - warns CNBC Fast Money trader Stephen Weiss. “I wouldn’t do anything,” he says. The story isn't over so it's impossible to make an informed decision on anything. For example: “What if the public doesn’t like this – and Romney shoots higher in the polls?” Weiss asks. That changes the trade entirely. [View news story]
The Perfectly Written FOMC Statement For Stock Pickers [View article]
The Perfectly Written FOMC Statement For Stock Pickers [View article]
News Flash: Europe Is Slowing, China Is Slowing, Goldilocks Has Left The Building [View article]
News Flash: Europe Is Slowing, China Is Slowing, Goldilocks Has Left The Building [View article]
Did You Hear The One About The Bull: China, Europe And Global Growth Stocks [View article]
Bullish: The Tooth Fairy And The EU [View article]
The Market: Resolutions Are Made To Be Broken, More Positive On U.S. Equities [View article]
The Market: Resolutions Are Made To Be Broken, More Positive On U.S. Equities [View article]