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  • What does BRK.B's acquisition of a freight railroad tell you about Buffett's expectations about oil prices? Think about it. USO USL OIL
    2 days ago
  • I said yesterday that AMT might be an attractive play on wireless data growth. Other cellular tower stocks to watch: SBAC CCI.
    3 days ago
  • AMT beat and raised. Are the cell tower stocks are the best way to play growing bandwidth demand from AAPL RIMM MOT PALM NOK smartphones?
    3 days ago
  • The average US ceo was paid 24x as much as the average worker in 1965. In 2007 the ratio was 275x. Can this be positive for SPY, DIA?
    4 days ago
  • Problems at Nintendo (NTDOY.PK) matter, because games were a growth area for tech.
    Thu, Oct 29, 2009
  • MOT's surprise profit this morning is big news because it doesn't yet factor in its future product pipeline.
    Thu, Oct 29, 2009
  • Winning from the weak dollar: UTX adds $10m in annual operating income for every penny the euro gains against the dollar, said its CFO.
    Thu, Oct 29, 2009
  • FSLR blamed its rev miss on one order which was pushed out. But companies manage earnings; if they miss, something bad went wrong.
    Thu, Oct 29, 2009
  • Jobless claims slightly worse than expected (http://seekingalpha.com/n/r9v). Won't help the market today.
    Thu, Oct 29, 2009
  • Winning from the weak dollar: MCD PPG UTX CAT HOT PM http://tinyurl.com/yhrmjc2
    Thu, Oct 29, 2009
  • Boot- agree that H1N1 may be no worse than regular flu. But all evidence says vaccines work. Urban myth that they don't.
    Thu, Oct 29, 2009
  • NWS tries to keep even its paid content open to GOOG & MSFT search. The result: Google any WSJ article and you'll get free access.
    Thu, Oct 29, 2009
  • The Centers for Disease Control & Prevention say swine flu infected 5.7m Americans in its initial wave. NVAX QDEL BAX BCRX GSK GILD SVA JNJ
    Thu, Oct 29, 2009
  • GOOG Android os & Maps app + MOT Droid smartphone hardware + VZ's network = the end of GRMN. Sell now before it's too late.
    Wed, Oct 28, 2009
  • SAP's earnings miss and pessimistic comments matter. This is a bellwether tech stock, but a foreign ADR so not in XLK or QQQQ.
    Wed, Oct 28, 2009
  • Details of SAP's earnings miss and guidance: http://seekingalpha.com/n/r54 Cf. ORCL IBM CRM IGV
    Wed, Oct 28, 2009
  • Argus Research raised MSFT from Sell to Hold, saying that Win 7 "could be a positive factor for the stock". => Obvious and late.
    Wed, Oct 28, 2009
  • Earnings beats based on cost cutting are ok if the economy is growing. But consumer confidence just fell. TZA MWN better than SPY DIA IWM?
    Wed, Oct 28, 2009
  • MOLX: "We are assessing the sustainability of the recovery as well as the impact of rising raw material costs and the weaker dollar."
    Wed, Oct 28, 2009
  • MOLX said it is seeing "month over month improvements in revenue and orders in virtually all of our key markets".
    Wed, Oct 28, 2009
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