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  • Airgas (ARG -2.7%) says Executive Chairman Peter McCausland sold 1.2M shares of ARG common stock in a privately-negotiated overnight block trade in connection with personal financial planning matters. Following the sale, his beneficial ownership of ARG common stock is ~7M shares.  [View news story]
    Cramer was pumping this hard yesterday... lol, typical
    Nov 27, 2012. 04:03 PM | Likes Like |Link to Comment
  • The "fiscal cliff" is what is driving stocks down right now, says Wharton's Jeremy Siegel. Any sort of deal, even one that extends tax rates slightly higher than they are now, is easily going to buy you 500 to 1000 points on the Dow. (Video[View news story]
    Isn't this the guy who said the Dow would be at 36,000 by now?
    Nov 16, 2012. 08:31 PM | 3 Likes Like |Link to Comment
  • Sina (SINA -15.2%) is near its 52-week low as investors register disappointment with the Q4 guidance accompanying its Q3 beat. Downgrading shares to Sell, Citi expresses concerns about Sina's slumping mobile portal business and suggests it's time to start valuing the company on a P/E basis, something many haven't done on account of Weibo spending, which led R&D expenses to rise 46% Y/Y in Q3. Weibo registered users rose 15% Q/Q to 424M, though only 10% were daily active users. 72% of DAUs at least partly accessed via mobile. (transcript[View news story]
    Citi says "sell" after $100 decline... these guys are good!
    Nov 16, 2012. 01:30 PM | Likes Like |Link to Comment
  • Paul Tudor Jones made some big bets on tech in Q3. He picked up over 93K shares of Apple (AAPL), 100K shares of Facebook (FB), 150K shares of Groupon (GRPN), and nearly 250K shares of Zynga (ZNGA). The Groupon and Zynga positions can't be faring well, assuming Tudor Jones held on. He also bailed out of a 293K-share position in Virgin Media (VMED). (13F[View news story]
    how the mighty have fallen...
    Nov 14, 2012. 05:59 PM | 1 Like Like |Link to Comment
  • Is The Euro Making A Bottom?  [View article]
    Nov 14, 2012. 05:25 PM | Likes Like |Link to Comment
  • Markets Calm On Quiet Day  [View article]
    what happened to "we're long" everything? quietly disappeared from your charts... very cramer-esque
    Nov 12, 2012. 07:53 PM | Likes Like |Link to Comment
  • Monster Beverage (MNST -10.5%) looks enticing to opportunistic traders after shares fall off with the company targeted by a lawsuit and FDA investigation over deaths linked to consumption of its energy drink. The rationale is that lopping off over a billion dollars worth of the company's market cap could be a harsh reaction to what even the FDA considers unconfirmed allegations. As for tighter regulation of energy drinks, bulls note with Coca-Cola and PepsiCo lurking in the space, the issue could stay stuck in neutral.  [View news story]
    can anyone confirm the girl who died had an existing heart abnormality? if so, this seems way overdone, almost a 3 billion hit to MNST now...?
    Oct 23, 2012. 03:23 PM | 2 Likes Like |Link to Comment
  • Google (GOOG) has resumed trading after releasing an official Q3 report that largely matches its draft report. Shares are down 7.5%, a little above the levels they were at when shares were halted. Citi's Mark Mahaney, who was singing Google's praises last month, calls the report "negatral," and isn't happy with Motorola's performance. Piper notes revenue derived from Google-owned sites was up just 2.5% Q/Q after rising 8% the last two years. (more[View news story]
    M.M. never met an overvalued tech or internet stock he didn't like, the guy is dangerous!
    Oct 18, 2012. 03:59 PM | 3 Likes Like |Link to Comment
  • Domino's Pizza Beats Earnings, Buy To Profit From International Growth  [View article]
    24x earnings for 12% growth? sounds like a great deal!
    Oct 17, 2012. 04:09 PM | Likes Like |Link to Comment
  • Apple's (AAPL -0.3%) recent selloff has been enough to make Jim Cramer turn bullish. "We think this is a buying opportunity for the long term — a 10% discount for a company trading at 10x [EPS], excluding cash," says the animated Mad Money host. He touts Apple's product line and $120/share in cash, as well as early iPhone 5 demand. (Nomura) (Sterne Agee[View news story]
    Cramer, lol... I was actually thinking of buying some AAPL calls... better hold off for a few days (weeks?)
    Oct 9, 2012. 05:55 PM | Likes Like |Link to Comment
  • Dave & Buster's Entertainment scraps plans for an IPO, the latest in a string of companies to defer or cancel IPOs due to dicey market conditions. The restaurant, bar and arcade game operator originally filed IPO plans in July 2011. Just last month, the company said it expected to offer 7.69M shares, priced between $12 and $14.  [View news story]
    bullish! loaded up for SPX 1500!
    Oct 4, 2012. 06:42 PM | Likes Like |Link to Comment
  • If you like silver, Sum Zero says you ought to like Coeur d'Alene (CDE +3.2%) vis-a-vis current silver and gold prices: "Miners are trading at an extreme discount to net asset value, levels that have never been seen before. By investing in CDE, investors are betting that precious metals prices will stay elevated and this gap will close with time."  [View news story]
    bought some at 18 and then 16, but thanks for the look at 29... you guys are good!
    Oct 4, 2012. 12:45 PM | Likes Like |Link to Comment
  • Also of interest regarding oil's big rise today is noted contrarian indicator Dennis Gartman getting bearish on Texas tea after it's fallen $12/barrel in 3 weeks. "The collapse of the Iranian rial and the possibility of regime change have the energy markets in thrall and rallies are to be sold into!" USO +2.5%[View news story]
    Gartman, lol... front seat of the clown car... hard to believe he's still even quoted or appearing on CNBS - his calls on commodities, especially Gold are legendary for being wrong almost to the minute...
    Oct 4, 2012. 12:14 PM | 2 Likes Like |Link to Comment
  • Earnings season is just around the corner, but roughly four of every five companies that have already pre-released Q3 results have been negative, according to Strategas, "nearing levels last seen immediately preceding the 2000-01 tech-wreck recession." Will the striking comparison cause investors to question the justification for why stocks are near all-time highs?  [View news story]
    As long as the Fed is buying, I'll have another drink... earnings are completely irrelevant now.
    Oct 3, 2012. 12:56 PM | 1 Like Like |Link to Comment
  • Ever aggressive with its pricing, Amazon Web Services (AMZN) has added its Relational Database Service to the list of services it offers for free for a year (subject to moderate usage limits). It might not be a coincidence Amazon's move comes shortly after Oracle (ORCL) announced a cloud infrastructure solution that includes a revamped, cloud-friendly Oracle database[View news story]
    does Oracle deliver fresh tomatoes and $3 books too? clearly they need to round out their business plan
    Oct 2, 2012. 05:44 PM | 2 Likes Like |Link to Comment