Daryan

The Hartford: Only Paper Profits

Agree with all of the above from the Fox. This bearish tone from almost everyone is getting annoying.

Cramer Does It Again with CIT Call

I am curious...since Jim was saying that CIT could be the beneficiary of the "new program" as you inidicate in the article, and the said program hasn't and at this point probably isn't coming to fruition, how is it that you are calling him irresponsible for making this call? It would seem to me that the call was indeed correct if the program had been instiuted as it was originally described. However, simnce the plan never materialized, how is he to be held accountable for the pick and his thesis?

Knock Cramer all you want, it seems to be the popular thing to do day in day out amongst investors on the internet. That said, if he only has encouraged one person to begin an investing program that they otherwise would not have, then I think he has accomplished more than most of those running their mouths on here.

I am no Cramer apologist, but it bothers me when I see folks bashing someone who clearly has one of the biggest hearts and has done more to educate the average investor than anyone I have observed in the financial media. His delivery is designed to entertain, and he usually has strong fundamental ideas behind his calls. My advice, show me your track record of picking upwards of 4 stocks each and every day, helping the uneducated to dev elop investment plans, and to further the financial savvy of the financial illiterate before running your mouth about someone you do not know, nor understand.

A Teflon Rally Running on Volume Fumes

The trend is your friend and the rest is just noise. Trade against it at your own peril. How often do folks have to be wrong before they are eventually right? Meanwhile, I'll keep buying until the tape tells me differently. Up 458% YTD, so either I am really lucky (always possible) or right...volume be damned.

Doug Kass Bearish on Equities

How long does one have to be so completely wrong, not so much Kass since his March call was prudent, but certainly Rosenberg, that they have to finally admit it. The market is telling you what is going to come, pundits and Rosenberg be damned. Feel free to keep on doubting, I'll keep on making money trading to the long side until the market indeed tells me I am wrong and I switch back to being net short.

Thoughts on Life Settlements

It may make sense but leaves a person GROSSLY underinsured in most cases. If you don't have well north of a million, and have a family, you are underinsured, period.


On Sep 08 09:40 AM casey00001 wrote:

> The only type of insurance that seemed to make sense was mortgage
> insurance where if one spouse died, the house would be paid off.
>
> That happened to a woman I know who lost her husband at age 43 and
> still had five kids. Having the mortgage paid allowed her to stay
> in the house.

Thoughts on Life Settlements

I deal with State Farm and wouldn't even fathom of dealing with anyone else. Thesze public life insurance companies have only one interest, making money.

The Hun's Top 12 Value Buys

Constellation energy is a junk company, no opinion on the stock but what fool hedges Nat Gas at historical highs then passes on their horrendous ability to time markets to customers during a recession. Unbelievable. I do not have an opinion on the stock, but I wouldn't touch it with your money!

A-Power Energy Generation Systems, Ltd. Q2 2009 Earnings Call Transcript

Outstanding call, one of the better ones I have read from small-cap China-based companies. I wonder if anyone dumping stock today (no position here) bothered to listen to this?

Barron's Wrongly Gets Sensational over First Solar's Earnings Beat

FSLR aside, Bill Alpert is nothing but a friend of certain shorts. His analysis on the LDK situation turned out to be nothing more than a ticked off employee...pathetic, yet he actually put those allegations in a mainstream publication and to this day, sticks by his journalistic integrity.

Blackberry’s 26 Advantages over iPhone

Price movement of a stock...are you kidding me? First of all, price of a stock is meaningless when comparing two equivalent investment opportunities. PE, PS, etc are far more important though I could argue that all of them are meaningless and the chart tells the likely furture of the stock. Secondly, what in the world would the price of a stock have to do with the comparision of two like products...again nothing. I happen to like the etrade platform though am not a client, but does that mean the platform is invalidated by the buck and a half price of the underlying stock...again, of course not!


On Aug 10 10:29 AM martyg wrote:

> despite all your posturing, the proof of the pudding is in the price
> of the stock.
>
> aapl is twice the price of rimm but is only off about 35 or so points
> from the high, whereas rimm is down about 60 points from the high.
>
>
> tough to argue with those numbers. rimm is still trying to contact
> dr ehrlich to find that magic bullet.

Three Short Ideas: PF Chang's, Palm, LDK Solar

Your data on LDK couldn't be more incorrect FWIW. The actual short percentage of public float is north of 60%, as CEO Peng holds 70% of float himself. Just FYI. I am short LDK via out of the money cheap puts as a pairs trade with JASO long calls, but what exactly is your thesis other than follow the herd?

Bespoke's take: Nine out of 10 sectors are now overbought - and energy's getting close.

Bespoke is a research firm, and this informative. Overbought means very little iun the current market, and fighting the trend has been a great way to get your arse handed to you over and over for months.

Potash's Negative Price Implications

I have no position, but I wouldn't read to much into the pricing of this deal. From what I understand, the deal was consummated at a low price because of some government influences on both sides, and that expected pricing should remain elevated. To think pricing will fall in 2010 compared to 2009, when potash supplies are falling, global demand should be increasing, etc is counterintuitive.

China Blows a Double Bubble

It sure is easy to call bubbles and such in the Chinese economy, arguably the only country with any fundamental investing value at all at the moment, when our own country is in economic disaster. The stock market trades at a premium for lots of reasons, but arfuably, they are probably justified when you get oversubscription to IPOs in the 800% range.

Seeds of Growth for Monsanto

Nothing fundamental, but buying MON here out of a Head and Shoulders Top, confirmed a couple days ago with a downside target of $65 is pretty follish if you ask me...but then again, all these green shoots are sure to sprout some roots, right!