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  • DryShips Looks Good, Even Without Its Dividends [View article]
    My bet is there will be a bunch of dry shipping companies go bankrupt within this or no later next year. If I had to read this article to invest, I would already lost my underwear. Fortunately, long DRYS at $7 and $9, dumped at $12 and $13 and having never looked back did serve me well.
    Jan 29 02:33 am |Rating: 0 0 |Link to Comment
  • Sector Overview: Internet Stocks [View article]
    I have no idea what this article is about and I can get much detailed information from yahoo finance or any finance website. If I remember correctly, last time, the author was trying to spill nonsense into networking hardware sector a few month back, what is your specialty? what do you know and others dont. even this is financial blogs, we still want to see ethics. this one is really low.
    Dec 17 00:55 am |Rating: 0 0 |Link to Comment
  • Why Sue Decker Will Be Yahoo's Next CEO [View article]
    they need fresh blood from outside, period. first, microsoft would not come back to the table while sue decker is at helm, they just wont wast their time on the same group of people. second, if microsoft forever let go of yahoo, or for a quite while, yahoo needs a really different chief to lead them out of the mess. sue represents the past, not the future. she probably already starts looking for her next job.
    Nov 19 05:22 am |Rating: 0 0 |Link to Comment
  • Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts [View article]
    ABK is already negative equity. it should be penny stock by now. with a "junk" bond rating, nobody will award them any new biz and their days are numbered.
    Nov 07 23:08 pm |Rating: 0 -1 |Link to Comment
  • Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts [View article]
    Greg, do you do your homework at all? STP is based in US? check it again. BTW, Can you post your harvard diploma? NOT the high school one.
    Nov 07 04:58 am |Rating: +2 -2 |Link to Comment
  • LDK Solar Has Caught My Attention [View article]
    Did German and Spain serious recession caught your attention? Which is much severe than US and who are almost the sole buyers of these solar products. The solar industry is artificially inflated by government subsidies, was long due for correction. It is far from over!
    Oct 28 08:35 am |Rating: 0 0 |Link to Comment
  • TARP Passes - Now What?  [View article]
    Remember the "toxic" assets on banks balance sheet is already marked down significantly. Even if fed pays less that, there is not much room to go below, otherwise, it is meaningless to have this program. the most likely outcome is that we will see banks solely concentrated on toxic stuff vanishes by liquidation while well diversified unfortunately banks like GS and MS really benefit from the TARP.
    Oct 06 09:17 am |Rating: 0 0 |Link to Comment
  • Lehman's 7-11: What Gets Protected, What Liquidates [View article]
    what would the common share worth if liquidate or backrupt?
    Sep 14 23:23 pm |Rating: 0 0 |Link to Comment
  • Lehman: All Fuld's Fault [View article]
    if he is not the one to be blamed, who else? he had at least six months to unload those toxic assets. And opportunity keeping knocking the doors, a week ago, yestday, today. he simply does not want to face the reality. what a bastard! how can this guy ever get a top job like that or lehman was a place for crooks from the very beginning.
    Sep 14 22:38 pm |Rating: 0 0 |Link to Comment
  • Lehman: All Fuld's Fault [View article]
    watch for a slew of law suits on behalf of share holders. Fuld should be jailed along with Enron craps.
    Sep 14 22:31 pm |Rating: 0 0 |Link to Comment
  • WaMu: Intensification of Stealth Buying [View article]
    WM's nightmere is far from over even after they chop off their legs to clean the book and they will soon find their creditcard crisis will ask they cut off their head. As for institution buying, actually it is mostly coming from a single British billionare buying. He is just to average down his cost with no other options.
    Aug 14 11:45 am |Rating: 0 0 |Link to Comment
  • Updates on Networking Sector: F5, Juniper, Akamai [View article]
    Not sure what this post is all about. I advise people not invest a penny if they have to come here to read the quarter report. I looked the author's background, not even in the networking industry. What insight can we get here? Another blind woman trying to describe the elephant.
    Jul 31 17:47 pm |Rating: 0 0 |Link to Comment
  • Has Garmin Lost Its Direction? [View article]
    The PND used to use proprietary technology and now they all using off-shelf merchant chips. There is really not much barrier left. Look at Yahoo and Google maps, can anyone say it is inferior to Garmin's. It is much easier for Nokia/Apple to add GPS functionality than for Garmin to add phone capability. The latter require stringent telco qualification and the former need not. That has been confirmed by Garmin push-out of their Nuviphone. It won't be available until next year and iPhone is offering GPS capability NOW. Garmin has been squeezed into niche if not low-end market. They just lowered their guidance for the whole year. I would expect much worse Christmas season since by then most smartphone will have GPS capability.
    Jul 31 11:16 am |Rating: 0 0 |Link to Comment
  • What's the Right Price for Oil? [View article]
    China itself is slowing down and just reduced gas subsidy substantially (18%) not long ago. I dont see any economic catalyst driving up the oil demand for quite a while except the geopolitical situation.
    Jul 27 06:38 am |Rating: 0 0 |Link to Comment
  • Canadian Solar: The Next Solar Takeover Target?  [View article]
    what happened to seekingalpha? not many quality posts any more, but tons of "shallow" "pumpers". i hardly see any difference between yahoo message board vs this one. Yeah, valuation is low because it is merely 900mil, how about 1000B? this post simply remind me of the internet bubble that just left us not so long ago. i heard people name their holding prices and hope to hand them over to the next idiot who turned out to be himself.
    Jul 14 20:20 pm |Rating: 0 0 |Link to Comment
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