tcsnetwork

Goldman Sachs: Earnings Bad News for Doomsayers

Kumar is right on the money with his point.

These companies are a black box with fudged balence sheets. Had BSC not been put to task they would have beat there numbers also. How does a $80 BOOK VALUE go to $2 - and that's only with the fed backing it up.

I wonder how CNBC will spin the next trainwreck

Finally, a Reasonable Valuation for Google

I agree, AMZN PPS doesn't make any sense. niether does the recent jump in price, considering consumer spending is down and the housing correction isn't anywhere near the end.

Growth at Amazon Is Accelerating - Citi

I like the company, but the stock way overvalued for this market. The insider selling is a concern as well. I just believe that they haven't been honest regarding this quarter profits i.e. the CFO's double talk recently. Anyways, I sold in the high 80's not getting back in anytime soon. I think it will see 50 long before it hits 90 again.

Growth at Amazon Is Accelerating - Citi

I don't agree with the reasoning that people with buy more from amazon because of higher fuel cost. If anything higher fuel cost will hurt amazon because of thier free shipping options. I think they will have higher shipping costs that will cut into thier margins, which are already razor thin. Also the PE of this stock is WAY to high considering market conditions. I suspect they will be an earning warning any day now. IMHO

What the Housing 'Apocalypse' Prophets Aren't Revealing

Seems plenty of people think it makes sense to walk away

online.wsj.com/article...

What the Housing 'Apocalypse' Prophets Aren't Revealing

"It was tended to be a catalyst for a lively discussion."

Seems everyone agrees, you are way off-base.

Article on the home owners ability to refi

money.cnn.com/2008/02/...

Jim Cramer's Stop Trading! 1/31/08: Buy a House

"predicted that there will be a housing shortage by next year"

Is he out of his mind!

When the Going Gets Tough, the NAR Advertises

My wife has freind in real estate. yesterday she told her that the housing market was at the bottom and we would see double digit price increases again for the years to come.

this is the same person that told us we were making a mistake by renting instead of buying this time last year.

The sad thing is she actually believe what the NAR is putting in her head.

Earnings Preview: Amazon.com

Be ready for a huge sell-off if they have any bad news. Just look at what happened to VMware.

XMSR: Thesis For A Controversial Investment

I love my Sirius!!

We went on a road trip from California to Chicago and listened to our favorite channels the whole time.

What if the Fed Cut Doesn't Help?

Why are you people bashing Herb for stating an obvious problem with the fed's panic move. He's also right, this will not save the housing market. All this will do is make the dollar drop even further.

buy gold and watch out, because this is going to get ugly

Fed Rate Cut: Victory or Defeat?

Since when is the Fed in charge of saving the stock market!

With gold and oil setting record highs, how could they possibly justify a .75 rate cut. It's inflation stupid, and it's about to get out of control.

Gold Is Just a Brick ('Active Value Investing' Book Excerpt)

Great points HARM!

Gold and Silver have been valuable for over 4000 years. While every fiat currency in history has collapsed at some point.

New One Family Home Sales: Ugly!

Sales are anything but normal!!
This market needs to come back to normal market fundamentals

We are not anywhere near the bottom, ARM resets next year will make the subprime mess look small.