PeakOiler

Cash Is Not Yet King When it Comes to Market Performance

Some of you commenters can't read, it seems. One of the comparisons is a two month, not one month comparison; and the other is a YTD comparison. Before criticizing, suggest you get your facts straight.

The point is valid: cash rich iconic companies have simply not outpaced the S&P500 in the 2008 bear market in any meaningful sense, nor during the trading range phase since November 2008. Something to do with babies and bathwater, it seems.

Turning Nothing Into Something

Holy cow, tell us how you really feel, bonae. Can I suggest a prescription for valium, with 100 refills? Let me know when you're out driving your car so I can stay safely at home.

Google: A Gorilla Not to Be Missed

GOOG won't be matching your 60% return on OMRI so here's a suggestion: MS on Toronto. BioMS (MS = multiple sclerosis) has a patented and apparently very effective, safe drug for later stage MS, now in Phase III. Lilly (LLY) has injected $100M, with more to come, into the company, and the top drug analysts in Canada are expecting a buyout by Lilly at a huge premium to the $320 CDN market cap.

Added bonus: currency diversification.