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DryShips Looks Good, Even Without Its Dividends

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.

Sector Overview: Internet Stocks

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.

Why Sue Decker Will Be Yahoo's Next CEO

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.

Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts

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.

Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts

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.

LDK Solar Has Caught My Attention

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!

TARP Passes - Now What?

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.

Lehman's 7-11: What Gets Protected, What Liquidates

what would the common share worth if liquidate or backrupt?

Lehman: All Fuld's Fault

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.

Lehman: All Fuld's Fault

watch for a slew of law suits on behalf of share holders. Fuld should be jailed along with Enron craps.

WaMu: Intensification of Stealth Buying

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.

Updates on Networking Sector: F5, Juniper, Akamai

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.

Has Garmin Lost Its Direction?

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.

What's the Right Price for Oil?

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.

Canadian Solar: The Next Solar Takeover Target?

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.