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  • Meredith Whitney is back, warning that the ramifications from Detroit's bankruptcy will be felt far and wide, from bondholders to taxpayers. Problems in local governments have been glossed over for years, she tells CNBC. Detroit isn't a one-off, she warns in FT, saying the fiscal structure of many big U.S. cities is unsustainable. In 2010, Whitney predicted a wave of municipal defaults, which hasn't happened - yet.  [View news story]
    any chance to make a name for herself. she is on ignore. very stiff and not necessarily right. she's no fun to watch.
    Jul 24, 2013. 07:30 PM | 3 Likes Like |Link to Comment
  • Qualcomm (QCOM): FQ3 EPS of $1.03 in-line. Revenue of $6.24B (+35% Y/Y) beats by $190M. Expects FQ4 revenue of $5.9B-$6.6B and EPS of $1.02-$1.10 vs. consensus of $6.29B and $1.08. Shares +3.6% AH. (PR[View news story]
    yes, I have an opinion. I have watched Qcom for years and all I have heard about the company is how well positioned they are. The Jacobs team has been at the helm forever. yet, the stock doesn't move. As a trader and investor for many years, I have found out, sometimes the hard way, great companies don't necessarily make great stocks. I have taken Qcom off my watch list because it just doesn't move. There are better stocks out there.
    Jul 24, 2013. 07:29 PM | Likes Like |Link to Comment
  • More on Freeport McMoRan's (FCXQ2 results: Says it is committed to pursuing more divestitures and cost reductions. Operating cash flows totaled $1B for Q2 and $1.9B for H1. Based on current sales volume and cost estimates and assuming average prices of $3.15/lb. for copper, $1,300/oz. for gold, $10/lb. of molybdenum and $105/bbl. for Brent crude for H2, FCX raises 2013 operating cash flows to ~$5.8B, up from $5.5B. FCX +1.5% premarket.  [View news story]
    this company does a great job of managing expectations and controlling costs. this is a very good report during a trying time for mining companies. and the diversification into the energy business is a plus.
    Jul 23, 2013. 08:29 AM | 1 Like Like |Link to Comment
  • Rough Road Ahead For U.S. Met Coal Producers  [View article]
    "expect a difficult 2013 for met coal producers." gee, thanks for the heads up. now stop looking backward and it's time to look ahead. I already know what happened.
    Jul 17, 2013. 07:07 PM | Likes Like |Link to Comment
  • Struggling U.S Coal Companies Face Another Headwind  [View article]
    This article said nothing. However, the take away and key to stock price appreciation was mentioned, just not alluded to. Production cuts are the first and most important steps to take to stabilize and see a recovery in the price of coal. Once that happens and we hear their outlook during this earning season, I'd say that is probably the time to start accumulating. This is what happened in 08-09 and fortunes were made. Don't know the degree of recovery, but there is plenty of opportunity here. I do know that coal is not going to disappear. China, India and Europe have a huge appetite for coal.
    Jul 17, 2013. 07:01 PM | 1 Like Like |Link to Comment
  • Buying $1 For 40 Cents: CF Industries  [View article]
    so what. we do not have to be reminded about your article saying to sell it a year ago. that's history. if you believe that you have something more recent to say, just say it. if your only purpose is to ridicule the article, we don't need that sort of behavior. it's negative and nothing positive comes from negative.
    Jul 7, 2013. 01:53 PM | 13 Likes Like |Link to Comment
  • Gold tumbles (GLD -2.2%) as the strong employment print at a minimum won't derail the momentum of the QE-taper. Silver (SLV -3.5%).  [View news story]
    not only is it not enough to get the economy rolling, but while we lost middle class jobs during the recession, what we are now creating are jobs that are low skill, low paying jobs. The future is looking unclear at best.
    Jul 5, 2013. 09:23 AM | 3 Likes Like |Link to Comment
  • Cramer's Mad Money - China's Loss Is Google's Gain (6/24/13)  [View article]
    to anyone reading this-this is typical Cramer. down on companies when the media tells you how bad things are. I'm going to come back to this article in 6 months and see how right that he is...probably not too right. I know Cramer, you have a house in Quogue, you wake up at 4, you have an Inn in NJ, and you are terrific. How do I know? You say so almost every morning on CNBC<
    Jun 25, 2013. 08:29 AM | 2 Likes Like |Link to Comment
  • Commodities Today: Coal & Steel Looking More Bullish  [View article]
    wouldn't be so sure. wlt is trading like it's going broke.
    Jun 14, 2013. 12:54 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources (CLF +6.4%) is surging, as Credit Suisse revises its earnings estimates for the next three years and lists potential strategic actions - including AsiaPacific iron ore disposal and a halt to Bloom Lake Phase 2 expansion - and balance sheet remedies the firm thinks could raise CLF's long-term normalized valuation by as much as $6-$19/share.  [View news story]
    $6 to $19 share-from where? here? big deal. what are the revised earning estimates? give us something to go on.
    Jun 13, 2013. 03:09 PM | 1 Like Like |Link to Comment
  • Teck Resources (TCK -2.3%) is downgraded to Neutral from Outperform with a price target of $31.40 (from $34.42) at Macquarie, which points to uncertainty in met coal and copper markets over the next few months. Also, TCK announced Friday an exchange of certain oil-sands leases related to its Frontier oil-sands project.  [View news story]
    "over uncertainty in met coal and copper over the next few months." amazing how short cited wall street analysts have become. wish they would tell me something I don't know. here's the key-if making money is why you are invested, do not listen to analysts. they are always late to the party and you need to be thinking a little further out than a couple months.
    Jun 10, 2013. 12:09 PM | Likes Like |Link to Comment
  • Irrespective of today's strong jobs numbers, Doug Kass is sticking to his bearish thesis that market is headed much lower from here. The problem, Kass says, is that "central bank liquidity blurs the line of demarcation between economic reality and stock market euphoria." The narrative now is whether the Fed is simply "pushing on a string," and Kass thinks many market participants are coming to this 'aha' moment." (Video).  [View news story]
    Kass sickens me more than anyone on TV. He changes his mind daily depending on the action in the market. Just looking at him, you see a man dripping with sleeze.
    Jun 8, 2013. 04:20 AM | Likes Like |Link to Comment
  • Iron Prices Will Lead Cliffs Natural Resources Higher  [View article]
    today the market does not agree with you.
    Jun 7, 2013. 09:57 AM | 1 Like Like |Link to Comment
  • Pricing Apple's Uncertain Future: A Scenario Model  [View article]
    If I have to look at another seeking alpha article about the future of Apple, I'm going to throw up. The only reason all these articles appear is because they attract lots of eyeballs and that spells money for the author. Personally, I stopped reading them because they mean absolutely zip. What I prefer to do to make my own analysis is to go to the local Apple stores and see, first hand with my own eyes, the action in the stores. That will tell me more than any of these articles that are based either on the author's biased view or on what the author decides in their own mind what the future holds.
    May 25, 2013. 09:45 AM | 2 Likes Like |Link to Comment
  • Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT).  [View news story]
    why would anyone like walter? purely a met coal name. with china slowdown, steel piling up and demand weak, prices low, what does the future say?
    May 23, 2013. 11:52 AM | Likes Like |Link to Comment