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    • Arena Resources: Good Chance for Sharp Gains [view article]
      I love Arena Resources, ARD. It is all domestic production, which means they take full advantage of the weakened dollars inflated oil prices. Their reserves are undervalued by the market, they have proven and experienced managment in place, a small cap and growing, and a proven winner. This stock does move with the price of oil, but they will produce good numbers with oil falling. But it will move in lock step with oil, such is life. A big run on the stock, but ARD has room to grow. If you want a pure oil play, with no distribution or refinery exposure, this is one to look at. Jun 09 09:09 AM
    • When and Why We Bought the Financial Sector [view article]
      I agree wholeheartedly with the buy on financials, though my logic might vary. I believe the whole sector has written off a lot more than it should have, and there will soon be write ups. Why? CEO's are not risk takers, and they prefer the herd mentality which can hide their deficiencies. So while everyone was emptying out the dirty closets, they all jumped in.

      Now I believe they have cleaned out the closets, and some good stuff will be found in there. That and I am not seeing the vacant foreclosed homes like I used to, so I am guessing that the people with bad loans have acted by now. There are still problems in CA, FL and NV, but otherwise we are in OK shape.

      Talk to bankers today and they all seem to have found religion again, and the underwriters are not nearly as deaf, dumb and blind as they once were, and few banks are buying bad mortgages any longer. We might go horizontal for a while, but will go up and to the right in the near future.

      UYG seems to be the way to play this if you believe like I do that financials are on the way back. Good luck!       May 02 02:38 PM
    • Microsoft/Yahoo! Merger Would Benefit Both Companies [view article]
      Take two companies, in second and third place, merge them and you don't get a first place company. Similar comments were make about Sears and Kmart, and it did nothing for either company. Yahoo can make significant strides on their own, but seem to get wrapped up in who knows what. Microsoft has massive resources and still could not figure out how to beat Google. Bigger, yes. Better is highly doubtful with this merger. Feb 07 10:15 AM
    • Is Yahoo Gaining on Google? [view article]
      I agree. I used to hate Yahoo and their searches. If you have used them lately you will see a lot of changes, not only in look and feel (which they cleaned up), but their search results are very good and different from Googles, and some might say more accurate. They still have too many paid sites showing up for every search, which takes up page space, but they have to pay the bills somehow.

      They could catch up to Google, but not only is Google a tough competitor, long term trends are difficult to change. Yahoo has to get the attention of the ad buyers out there, and Google is now the "safe" bet out there. Nobody gets fired for buying from Google. For now, Yahoo is a bit more risky. But this market can change quickly. It would be foolish to not keep an eye on Yahoo. With the changes they have recently made, they are demonstrating that they can adapt and be more flexible. If you have quit on Yahoo, I might suggest you give them a try again, they deserve a look.

      Remember, one knock on Yahoo was there was too much clutter on their search page, and they fixed that problem. Now Google is doing what? Cluttering up their search screens, and starting to look like the old Yahoo (Yeah, I know, you can get the classic screen on Google, but it now takes a little effort to do so).

      Let the competition begin....       Oct 23 11:48 AM
    • Is Yahoo Gaining on Google? [view article]
      I agree. I used to hate Yahoo and their searches. If you have used them lately you will see a lot of changes, not only in look and feel (which they cleaned up), but their search results are very good and different from Googles, and some might say more accurate. They still have too many paid sites showing up for every search, which takes up page space, but they have to pay the bills somehow.

      They could catch up to Google, but not only is Google a tough competitor, long term trends are difficult to change. Yahoo has to get the attention of the ad buyers out there, and Google is now the "safe" bet out there. Nobody gets fired for buying from Google. For now, Yahoo is a bit more risky. But this market can change quickly. It would be foolish to not keep an eye on Yahoo. With the changes they have recently made, they are demonstrating that they can adapt and be more flexible. If you have quit on Yahoo, I might suggest you give them a try again, they deserve a look.

      Remember, one knock on Yahoo was there was too much clutter on their search page, and they fixed that problem. Now Google is doing what? Cluttering up their search screens, and starting to look like the old Yahoo (Yeah, I know, you can get the classic screen on Google, but it now takes a little effort to do so).

      Let the competition begin....       Oct 23 10:55 AM
    • Think Housing's Bad? You Ain't Seen Nothing Yet [view article]
      We have been here and done this before, with housing dropping in California in the 1990's. I used to live in Silicon Valley, so I know the market a bit, and it is highly inflated. One house I owned was 1600 sf, 3 bedrooms, 2 baths, with the requisite small yard, and it is now worth over $800,000? If you look at average prices, and household incomes, you have to have a household of income o $190,800 to afford an average house in California.

      Oh, and the average household income is only $53,600. The housing bubble will burst, which is why buyers are simply waiting for it to happen, and sellers won't reduce their prices to reflect reality, that and sellers will have a mortgage worth more than their house.

      This housing mess is going to take a few years to straighten out. In the meantime, if I owned a house in Calfornia, Florida or any other inflated area, get ready for a very rude awakening.       Sep 26 10:10 AM
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