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  • Interactive Brokers Group: Strong Earnings, Unconventional Offer [View article]
    I am also long IBKR due to ultra-low PEG and appreciate these details of which I was not aware. Thanks for supporting my decision to hold
    (in spite of my user name).
    May 12 08:50 am |Rating: 0 0 |Link to Comment
  • Fire Sale at Citigroup [View article]
    Thanks for making my day. I have been short C for a month or two, patiently waiting for the inevitable payday even as so many optimists or those with hidden vested interests have been publishing targets in the 30's. I feel better now.
    May 09 09:18 am |Rating: 0 0 |Link to Comment
  • Uranium: Safely and Efficiently Powering the Future [View article]
    I am a chemist by day. Nuclear makes perfect sense to me as a better trade-off, not as a perfect solution. At $120+ per barrel, oil is draining wealth from successful, creative, hard-working countries and sending it to corrupt states with little else to offer the world (Saudi Arabia, a kingdom no less, Russia, essentially a monarchy under King Putin, Venezuela under our buddy Hugo, etc.). Ethanol is a horrible trade-off as those starving to death today would attest if they were still alive. Sure, drill in Alaska, that works for me. But if we did not have nuclear today I can't imagine how much worse life would be. Go big U !
    May 09 08:56 am |Rating: 0 0 |Link to Comment
  • Have Citigroup Shares Peaked? [View article]
    I am short C so thanks for the positive news. My target? $12.
    May 08 10:12 am |Rating: 0 0 |Link to Comment
  • Record High Crude: Free Markets Meet the Cartel [View article]
    Since we are taking sides, thank you Vikram, you make more sense than all of your hostile opponents. No, I am not a communist, but a
    conservative so no, I am no longer a Republican since that party now
    has nothing to do with conservatism. "T", next time, please write a little less or publish your own original piece. My time is valuable.
    May 08 09:58 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    White house economist sees no recession? Consider the source.
    May 08 09:33 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Bill Miller is out of his mind (but that's just my humble opinion)
    May 06 08:50 am |Rating: 0 0 |Link to Comment
  • Will Synta Break A 30-Year Old Record? (Part II) [View article]
    too long. life is short (see my pseudonym, for example)
    May 01 22:10 pm |Rating: 0 0 |Link to Comment
  • The Worst Is Over ... Again ... And Again ... [View article]
    The best for last ! I read you all, but gaucho, you're the best. You know you're not publishing a formal paper so you don't waste your and our time on heavy duty calculations. No need. If you are half right, all my little financial shorts will work beautifully. I just wanted my position fortified by someone entertaining - - you fit the bill.
    May 01 22:04 pm |Rating: 0 0 |Link to Comment
  • Contract Research Organizations Are Weak Again [View article]
    Thanks Mark, good info. I used to own CRL (have you thought about following them?) At the time, I picked them over CVD (Maybe it is my home town bias?) and definitely over PPDI (less attractive numbers) and Parexel (personal distaste). Anyway, when they just weren't making me any money, I moved to ICLR because I wanted the same play (selling to biotechs) but with overseas exposure. Based on all this, even though all 4 numbers in your article show loss, I was pleased to see ICLR best. Long term? Definitely up.
    Apr 26 19:50 pm |Rating: 0 0 |Link to Comment
  • China: More Evidence of Increasing Risks [View article]
    To Chinese Petti: It is Bear SteArnS ... don't forget the A and S.

    By the way, I am long Chinese ADR's. Did well with LFC and STP before they came back down. Now enjoying the ride with CEO and others.
    Apr 21 19:45 pm |Rating: 0 0 |Link to Comment
  • What Is Citi Stock Worth? [View article]
    Too many words .... recession will deepen ... I'm short C and loving it.
    Foreclosures still rising. Credit card defaults next wave. These guys were nearly as irresponsible and greedy as BSC ... my target $12.
    Apr 21 16:59 pm |Rating: 0 0 |Link to Comment
  • If I Were a Bear Stearns Speech Writer... [View article]
    Enjoyed the article ... as one of the idiots who tried to catch that falling knife in the 30's .... first I comforted myself knowing that there were plenty of others buying in that range, then I felt better when I heard some Brit lost a cool billion (to my $500) and now this ... a chance to have a good laugh ... that is the point of the article. Thanks
    Apr 21 16:51 pm |Rating: 0 0 |Link to Comment
  • A Google Bear's Take on Earnings [View article]
    Thanks for giving me a reason to short GOOG (again). Now I know I won't be in there all alone (I know, I can find the % short on Yahoo!)
    Even if your numbers are off a bit, you still provide me with room for error.
    Apr 21 16:36 pm |Rating: 0 0 |Link to Comment
  • Raw Data Report: Fast Food Restaurants  [View article]
    Given the choice between this type of free data and contacting some elite consulting organization to fork over good money for an opinion (without knowing what their bias may be ... are they getting $$$ under the table for favorable opinion?) I will gladly take the former. Thanks, Casey!
    Apr 20 14:48 pm |Rating: 0 0 |Link to Comment
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135 comments
Rating: 51 (153 - 102 )