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- Pacific Sunwear F3Q08 (Qtr End 11/1/08) Earnings Call Transcript
- Mad Catz Interactive, Inc. F2Q09 (Qtr End 09/30/2008) Earnings Call Transcript
- Provectus Pharmaceuticals, Inc. The Wall Street Analyst Forum Call Transcript
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- Navios Maritime Holdings Inc., Q3 2008 Earnings Call Transcript
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- Oxygen Biotherapeutics, Inc. The Wall Street Analyst Forum Call Transcript
- ArvinMeritor, Inc. F4Q08 (Quarter End 9/28/08) Earnings Call Transcript
- Saks Incorporated Q3 2008 (Qtr End 11/01/08) Earnings Call Transcript
- Omega Navigation Enterprises, Inc. Q3 2008 Earnings Call Transcript
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195 Comments
Attention Apple Investors: Analysts You Don’t Know But Should
The Apple Bubble
P/E: 34
Appreciation: 2400%+ (compare with oil, 1400%+)
Signs of top: screaming people in front of apple stores
The Screws Tighten on Apple Investors
The Apple Bubble
P/E: 34
Appreciation: 2400%+ (compare with oil, 1400%+)
Signs of top: screaming people in front of apple stores
Are you iReady for the AT&T iPhone?
Gold Stocks: The Next Winners
At that moment, it's game over over shorts and COMES alike and not one single producer will ever sell their silver in the US again.
A Demographic Headwind for the U.S. Dollar
¨109% hike in payroll taxes¨
Both will lead to massive job losses and strikes, if not revolution.
¨91% cut in federal discretionary spending¨
If you scrap the president, sure...
¨45% cut in Social Security and Medicare benefits¨
You wanna mess with granny? Be carefull...
Are you iReady for the AT&T iPhone?
When I travel to Europe, I plop a euro sim in the phone. Simple as that.
If iPhone price comes down to $100 for unlocked version, I might buy one.
Is There an Unprecedented Demand for 3G iPhone?
P/E: 34
Appreciation: 2400%+ (compare with oil, 1400%+)
Signs of top: screaming people in front of apple stores
Are you iReady for the AT&T iPhone?
Eastern Europe: The Worst is Yet to Come
Eastern Europe: The Worst is Yet to Come
Why I Avoid the Euro Zone
Long Ideas for an Upcoming Crash
The Sun's Rising Over Japanese Stocks
Note that during the 70's and 80's, a rising Nikkei was accompanied by a rising Yen.
Also, the demographics of Japan is actually very bullish in the long term. There is a huge number of young people in their late teens and early twenties that will become fully productive in about 5 years (see US statistics office). That should be very bullish for the stockmarket. Additionally, I am not at all pessimistic about the supposedly large number of "old" japanese. They will need to start using their savings to enjoy their retirement. That should be bullish for the stockmarket as well (think leisure/health care companies).
My Take on the ECB: Head Fake?
Long Ideas for an Upcoming Crash
If Bernanke is going to hyperinflate and de DOW "miraculously&quo... rises well above 12,000 then all bets are off and we could easily see $2000 per ouce of gold.