appledeadmoney

I love SYNA Synaptics at this price

Don't be in a rush to buy this stock. It is not finished falling. Still one more leg down.

The Bubble of Uncertainty Is About to Burst

Jason,

I respect your opinion, but I must respectfully disagree. Not to say we won't see a significant rally after this recent bloodbath. I think we have hit a near term bottom this week. But this mess still appears far from finished.

Allow history to be your guide. Review the top industrial stocks before the crash of 1929 and then see how many survived. Many companies just simply went away and the market survived. Companies that many thought could not possibly falter. This same scenario more than likely is possible.

Your Oil Stocks Aren't Coming Back

I wish people would remain civil on this board, especially in their disagreements. These exchanges our to be intellectual and educational. Words like idiot and fool have no place here. Those resorting to that level of debate demonstrate their own inability to communicate effectively or intelligently. I, myself, stopped posting due to the mean spirited feedback I would receive. Why help those who know everything?

That being said Josh I tend to agree with you. Sector bubbles occur during every bull market. However, this tends to be the last hurrah for those sectors for a very long time. What usually happens is a new sector or group of stocks lead a new bull market. The old leaders do not. You are right there are several of these names that will never go back to their old highs. They will either tank completely or be bought at significantly lower levels by their much bigger, better capitalized competitors.

Sure people can try and make a fundamental case for the continued rise in oil price, but these were the same folks who said I was crazy when I pointed out a major oil correction was coming at the end of 07. I was a tad early but oil was well over 100 then and has since cratered. If you think the global business cycle is swooning now, just let oil take off again and stay at those incredibly speculative highs. It is not in the capitalist or the working man's bets interest to see this happen. I, too, took flack for my crazy prediction. Make no mistake oil will bounce sharply, technically it has fallen too hard, too quickly. This is not the first time peak oil has been kicked arpund by the speculators, nor will it be the last. But it will take an end of the world scenario to bring it back to where it was at the peak.

Nevertheless, even if the price of oil skyrockets the companies exploring for, drilling or producing it will not benefit handsomely from it. Sure relief rallies are in store for the sector. It along with most of the stock prices in it have been obliterated. A few stocks may rally to new highs but most will never rise enough to allow the hot money trapped in them an escape.

I am not afraid to stand by any of my writings. Hey, not one investor is right all the time, but by posting sound information in front of a community of other investors it may allow everyone to benefit as a well thought out debate should follow. I think everyone needs to exercise civility and start posting their real names. That may stop some of the unnecessary carping.

Apple Investors: The Bottom's Not In - Just Yet

A little secret to all of you ga ga over Apple, Google and RIMM --- the next bull market will be lead by entirely different companies. This is something espoused by the great ones from O'Neill to Granville.... So to be buying this stock at these levels is like committing financial suicide. It will be a slow, painful death...Target on AAPL ---$35-50

Airline Stocks: Any Excuse To Fall

This fiasco smells. Period.

I believe this was the work of a hedge fund or major trader trying to close short positions on this stock and in this hot sector.

I believe an investigation needs to take place and if any malfeasance or illegalities are found fines, jail and lifetime disbarment from trading should be levied on the guilty parties.

Worst of Credit Storms Is Over for U.S. Banks - Fitch

Blah...blah...blah... The final shoe will drop on the financials in the near future and the market will see a significant drop sometime in October.... Light volume on the indexes are leading up to this final bear market crescendo...

After this occurs and 500 to 1000 more financial institutions close their doors and CNBC's Larry Kudlow admits he has no "flippin" idea what he is talking about then, and only then, will everything possibly get back to normal. Oh, and yes, at that time, may the surviving financial institutions be out of the woods......

The New York Times: Living in Denial

I imagine the stock price is being propped up by the boys at Harbinger Capital. The firm took a big stake in the mid teens. I could never figure out how you could lose money in newspapers and airlines, but somehow the people running these companies usually do... Go figure....

The Latest Changes to SeekingAlpha.com

The improvements are solid. I also find that the site is downloading articles and pages a little faster as well.

The only suggestion I would make is in addition to the Transcripts area is there any way possible to have a section which would include webcasts of investor days or investment conferences featuring all the different companies and their presentations. I know breifing.com highlights these events currently with web pages, but the site does not provide each individual webcast.

No great shakes if this concept is not implemented. I just think it would offer the site and its visitors yet another valuable source of information many of the sites fail to provide. Seeking Alpha has done a great job with the blogging concept of investing and its model is being imitated by several others but not with the success you folks have done.

Keep up the good work!

Big Lots: Good Report, Adverse Reaction

I am also shorting this stock subject to TA and ten year's of history.

This stock is at a decade double top; and, almost every year since it has been trading, the final four months of the trading year have proven to be unforgiving to BIG.

I am not saying the selloff will be as bad this year because of the macroeconomic conditions here in the U.S., but more downside seems almost inevitable.

Putting $1T Subprime Mortgage Losses in Perspective

My comment is not a rant against Mr. Perry or his blog. I blog here regularly and extend the same professional courtesy to others as I myself would like to receive.

Rather, it is merely a point focused on the recent guarded optimism being pushed upon the American public by the mass media and indivduals like Mr. Forbes. It is sort of reminiscent of the crew on the Titanic telling the third class passengers everything will be ok and that they should remain locked below deck because the ship is unsinkable. We all know how that ended!

In other words, these Wall Street talking heads believe we can talk this economy and this market in from the ledge before it plunges. If that is the case, as these folks keep telling the masses and the little investors not to panic, I suggest PANIC!!!!

As many market gurus over the years have pointed out, market bottoms are not hit when there is still any kind of hope or optimism in the air. That is exactly what Mssrs. Forbes and Perry still represent, although all indicators are pointing to recession. In other words, sentiment is just not suggesting enough misery yet.

I take this as yet another good reason for those conservative investors to remain on the sidelines and wait for an entry point into these markets and to the aggressive investors keep shorting the short squeeze bounces! In fact, I think we will see a dandy by the end of summer.... For what it's worth!

Options Trader: Tuesday Outlook

I agree completely regarding the commodities hype! At some point, the bottom will drop on all of it. It will make the housing bubble look like a minor correction. I have been shorting fertilizer companies at different intervals with mixed success. What are your thoughts regarding that sector? Frothy may not be the right word, since most companies are trading at 12X book....

AMD's Troubles Are Making Intel Investors Nervous

I don't think INTC is going to make it out of this quarter alive. There really is no real buyer conviction seen in the stock at these levels. I believe it will retest its lows and will probably use the quarter earnings report to do it. The whole semi industry is being shelled one final time as the final shakeout for it may be at hand. I would definitely wait until after the quarter to take any position. AMD investors will get a scare over the next coming weeks as well, but this company along with the whole sector will see nice gains over the next 18 months.

Too much bearishness and doom being laid upon this sector. At these price to book ratios, you would swear man was going to stop using technology and semis cold turkey.

The Smell of Contagion Hits Wall Street

Michael,

Good piece. I blogged something similar today, just not as detailed and comprehensive.

It appears that we are the only two guys heading for the exits in this market. Not too mention, we look like fools in doing so.

Do you think we are a year early in our prediction for a major correction or the possibility of the onset of a bear market? Over the past 27 years, the third year of a presidential cycle tends to be the most consistent performer of the four-year term. This appears to be the case again this year, at least up until now.

Your thoughts would be appreciated.

Jason Shade

Advanced Life Sciences Attractive After Recent Sell-Off

Good breakdown on the study involving the company's premier drug candidate, cethromycin. However, my pharma background makes me skeptical about any real positive catalysts coming from an anticipated launch of this particular antibiotic.

Although the efficacy data appears positive, the safety data may become a much larger concern as cethromycin moves closer to market. Cethromycin is a ketolide. One only has to look at the first ketolide (Ketek) launched two years ago by Sanofi-Aventis. Ketek was probably one of the most powerful and effective antibiotics ever brought to market. Although the drug had a fairly solid launch, it was probably never going to be a huge blockbuster. Hurting the drug even more was the safety issues that surfaced last year. The FDA raised concerns regarding deaths and liver toxicity which eventually spelled the demise for the promising young antibiotic.

With this as a recent example, I would not be keen to take bets on small biotech companies banking on an antibiotic for its first big splash in the world of pharmaceuticals. First of all antibiotics are usually not cash cows and doctors are reserved about prescribing a new antibiotic. Factor in Ketek's recent woes and the reservations could be even stronger.

I would need to be confident of the product pipeline at Advanced Life Sciences (ADLS) in order to invest in it. I would not be buying the company based on the hype surrounding cethromycin. The oncology and inflammation drugs would be my focus regarding this particular stock, and they are not far enough along in the FDA process to garner my attention.

Top 5 Largest Uranium Miners

Well done.

I see uranium as the best long term alternative energy play. I call it alternative because it still has tremendous utilization potential that has yet to be tapped. I have been in favor of FRG since it was in the low 6's this past summer. I also wanted to get your thoughts on USEG. It is not a pure play, but it does provide some nuclear/uranium exposure.