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  • Waiting for the Pause [View article]
    Great article - thx for your thoughts.
    Jun 17 10:08 am |Rating: 0 0 |Link to Comment
  • Why Isn't Microsoft's Strategy Working Anymore?  [View article]
    Interesting article but you missed a couple of key points. While the bread and butter of Microsoft has traditionally been the OS and Office, new technologies are easing the revenue burden of those staples. SharePoint (Collaboration & Portal), Server Virtualization as well as Communications Server (IM, Telephony & Conferencing) are up and coming products which will round out earnings.
    Apple is geared for the consumer and is very difficult to manage in large Enterprises while Google's offering is still only viable for the small enterprises.
    Microsoft is moving fast into the cloud (both products and a cloud OS) and Windows 7 is superb.
    Net-net: Revenue and growth are what matters and I believe that Microsoft is adapting to the changing world and that it would be foolish to think that MSFT is down for the count.
    PS - Your commentary on Bing is way off as far as I'm concerned, I like the service and I have changed my homepage to bing.com.
    Jun 08 14:28 pm |Rating: +2 -1 |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    David - great commentary, thx. My best to you and your wife.
    May 17 10:50 am |Rating: 0 0 |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    Family is number 1 Dave - all my best to you and your family.
    May 09 17:38 pm |Rating: +1 -1 |Link to Comment
  • It's the Oil Carry, Not the Contango [View article]
    So if (1) - the supply of availalbe oil storage facilities has gone down (2) - the economy starts to turn and demand for raw materials picks up - then the cash-and-carry should end and Contango should tighten.

    So, who likes USO? Is now the time to get back in USO?
    Feb 08 01:38 am |Rating: 0 0 |Link to Comment
  • Oil ETFs and ETNs: More Complicated Than You Think [View article]
    Quick follow-up question - can you provide a link that details:
    2. The futures contract against which USO is calculated?
    Jan 29 13:41 pm |Rating: +1 0 |Link to Comment
  • Sharp Increase in Inventories Can Hold Oil Prices Down [View article]
    Help out a young investor.

    I look at the price of oil now and say I want to bet on oil going up. I would prefer more of pure play than XOM, COP, etc. So I have read that USO is a good straight bet on oil. But analysts are saying dont buy USO now because of contango...

    If my horizon is 18 months+, is it safe to assume that USO will eventually overcome contango and align in price to us@cl.1?

    I would really appreciate some insight or links to blogs, articles, etc to understand more about USO and how I can expect it to perform relative to us@cl.1.
    Jan 23 21:13 pm |Rating: 0 0 |Link to Comment
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