candy-ra

Why I'm Optimistic on JDS Uniphase

NBBI should help near-term.

The growth in equipment to support voice/video is less clear though. Will service providers continue to invest in expanding their infratructure? Or will net-neutrality provisions mean that they provide just one level of service that gets worse over time? They are not going to be allowed to favor their own video or IP telephony services...

Shorts, Puts, Cash and Funds: Investing in Bear Market

Hmm.. your shorts are so volatile that you could get wiped out before you return from your potty break. Yet puts are sound downside protection? Since you're targeting this article at the novice, you may want to mention that puts (all options) are leveraged bets and are likely to be very volatile and that you're much more likely to lose all you put in than with stocks. [Yes, with a put you're downside is limited to what you put in; but you're much more likely to lose that than with a short - due to leverage]

Mint.com Stands Out in Online Portfolio Tracking

Hmm... Mint is really more personal finance tracking than Portfolio tool. While I haven't tried them yet, portfoliomonkey and stockalicious are trying to be real/better portfolio tracking tools. Calculate risk and return metrics etc. Riskmetrics is good for risk analysis too. Waiting for them to improve portfolio import (a la yodlee).

Mint.com Stands Out in Online Portfolio Tracking

what about portfoliomonkey.com and stockalicious.com? I have been meaning to try them out. Will add mint to the list..