igggy

Equinix: The Hostess with the Mostest?

How about a Global Crossing (GLBC) story? I can't figure how the new company stays in business.

Allegiant Travel Did Not Fly on Earnings

I sold some at the recent high and bought some after the drop. My biggest worry is that the company may turn out to be another ValuJet. I mean it may not even be their fault but if they have any kind of an accident, the media will notice their old planes and bring up ValuJet. And that will be the end of Allegiant. I hope that doesn't happen.

Investment Technology Group: Decent Upside Without the Risk

Paul, you write an article like this about ITG every couple months. You must have accumulated a lot of this stock as it keeps dropping. Is that your plan?

CBL & Associates: Less Margin for Error than Alternatives for This Undervalued REIT

You forgot to mention how the stock managed to get on GS's conviction buy list:
seekingalpha.com/artic...

Aleynikov's Code Dump Uncovered

Sorry the code on the site looks like a decoy to me (it is open-source - it's possible they made some changes to it but it's not their algo code). Perhaps the guy is honest. Though, he shouldn't have copied the code anyway - it belongs to the employer (GS).

Art Cashin: Correction Will Be Clear by Next Friday

My intuition says revenue estimates will be missed but earnings estimates will be beat. That wouldn't be a good sign. You can only cut costs so much.

Cramer's Mad Money- How to Invest in a Bear Market (7/2/09)

Didn't Cramer called the bottom last summer after FNMA collapsed? He must have not followed his own rules or something.

Use ETFs Until 10-Year Returns Return

What the author seems to suggest is that everyone should start running a personal hedge fund with their retirement savings. Considering how many hedge funds (run by full time professionals) fail, that seems like a pretty bad idea. Sorry. Have you tried following your own advice?

Why I'm Closing Illumina for Now

Maxe Paul, ILMN has nothing to do with aluminum:
Illumina, Inc. engages in the development, manufacture, and marketing of integrated systems for the analysis of genetic variation and biological function.

Something Stinks At the Insurance Corral

I suspect they are all selling stock hand over fist while they still can. It's a better way to raise capital than to issue debt at 10.75% like MET just did.
www.reuters.com/articl...

How Far Myriad Has Fallen: Is Information Leaking out?

I wish I had been as suspicious about BEAT. Oh well, live and learn.

Home Depot, Lowe's for Portfolio Improvement

Paul, I like your ideas but I think you are over-estimating the gains while underestimating the risks. The problem is the potentially naked puts. You have to have enough cash to buy the shares if the market tanks. As a result, in the case of HD for example your cash outlay is 20K higher and the actual return is much lower: 5,660/34,520 = 16%

I suppose you could sell your shares to cover the puts but that wouldn't be enough (since the stock will be down) and the worst case return would also be lower.

Do correct me if I am wrong.

Will Germany Transform Itself? Does It Want to?

Or they can just have a new car stimulus every year. Actually, now they may not have a choice there since no one in Germany will be buying new cars next year without a 'stimulus'.

Thanks to an Analyst Upgrade, Discover Finds Itself

Mark, I know what you mean about the market right now but those computers can turn around faster than you can click the Sell button.

Headlines from the 1930s: Sound Familiar?

It would be interesting to see the Japanese headlines circa 1991-93.