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Wed Oct 24th 08:42 AM | Rating: 0 0
Commented on:
Why Lazard is Wrong About LDK

Great analysis. BTW, I donot own LDK
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Thu Oct 11th 07:21 AM | Rating: 0 0
Commented on:
Hot China Stocks: A Bubble to Avoid

Misleading. Study about China first if you want to comment on Chinese stocks. Here is an example of a good analyst.
seekingalpha.com/artic...

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Thu Oct 11th 07:18 AM | Rating: 0 0
Commented on:
China May Implode, But Broader Impact Would Be Limited

Misleading. Study about China first if you want to comment on Chinese stocks. Here is an example of a good analyst.
seekingalpha.com/artic...

View article »
Thu Oct 11th 07:14 AM | Rating: 0 0
Commented on:
The Long Case for General Steel Holdings

A superb analysis from a true expert on Chinese companies.
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Thu Oct 11th 07:14 AM | Rating: 0 0
Commented on:
The Long Case for General Steel Holdings

A superb analysis from a true expert on Chinese companies.
View article »

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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