Ralph F

164 Comments

    • General Discussion on OMEX
      There's a full article in the New Yorker about OMEX. Abstract here:

      www.newyorker.com/repo...       Apr 15 05:47 PM
    • General Discussion on ZLC
      Stock is up almost 7%. Anyone know why? Apr 15 12:44 PM
    • Cramer's Lucrative New Deal With TheStreet.com [view article]
      I think this article missed some of the most interesting parts of the employment agreement. The correct link to the full employment agreement is here:
      www.sec.gov/Archives/e...

      In particular:

      "During the Term, except during any week when Cramer is on vacation as set forth in Section 2(d) hereof, Cramer will author no fewer than twelve (12) articles per week intended for publication in the Company’s online properties (thestreet.com, realmoney.com, mainstreet.com, bankingmyway.com, stockpickr.com, promotions.com) (collectively, the “Sites”). In addition, during the Term Cramer agrees to write for the Company’s product known as “Action Alerts PLUS” on such terms as are in effect on the Effective Date, and for such other products as the parties may mutually agree during the Term; provided, that, upon a Change of Control (as defined in Section 4(d) below), Cramer shall have no obligation whatsoever to write for any such products (including, but not limited to, Action Alerts PLUS) except upon mutual agreement between Cramer and the Company following such Change of Control."

      And later:
      "Notwithstanding the foregoing, following the consummation of a Change of Control any portion of the RSU Award which then remains unvested shall vest and become payable ratably over 36 months beginning at the end of the calendar month in which the Change of Control is consummated..."

      In other words, if anyone tries to acquire TSCM, they don't get Cramer with it without renegotiating his contract, but all his stock vests immediately.

      Very hard to see how anyone would buy TSCM under those circumstances.

      BTW, I found this by doing a browser seach in the document for "change of control".       Apr 13 02:57 AM
    • General Discussion on OMEX
      Bloomberg article:

      www.bloomberg.com/apps...       Apr 07 04:12 PM
    • Why Dividend Paying Stocks Are a Mistake [view article]
      DVY's underperformance of the S&P 500 over the last 12 months illustrates a key problem with dividend ETFs: investors don't think about what's in them. Instead of thinking "I'm buying a dividend ETF", one should think "I'm buying a sector ETF full of financial, utilities etc."

      A sector ETF full of financials? That doesn't sound so good to many people right now.       Apr 07 03:28 PM
    • General Discussion on YHOO
      Yahoo Reveals Details of Its New Ad Sales System

      www.nytimes.com/2008/0...       Apr 07 12:27 AM
    • Smooth Sailing Ahead for Carnival - Barron's [view article]
      Both CCL and RCL are arguably also a good way to play the retirement of the baby boomers. Apr 06 01:49 PM
    • General Discussion on ACTG
      The stock has been weak because it is getting kicked out of russell 2000 june 1 so 1.3mm shares need to get sold but index funds and arbs have been pre selling in size. But it seems that they are almost done. So the stock should go back to 7+ over the next few months. Apr 06 06:25 AM
    • General Discussion on HOLL
      Does anyone know of any catalysts to move this stock? It's been bouncing around $2.50 since the end of last year. Apr 06 06:17 AM
    • Annaly Capital Management: More Than One Way To Milk a Cash Cow [view article]
      I'd be interested to hear what the company has to say about this. Apr 02 05:51 AM
    • Can Blogs Beat CNET? [view article]
      There's was a good follow up to this discussion in the NY Times:

      bits.blogs.nytimes.com.../       Mar 31 06:00 AM
    • Time To Short the British Pound? [view article]
      I don't think it's easy to get a borrow on, is it? Mar 27 04:25 PM
    • Time To Short the British Pound? [view article]
      Is there any way to short the UK pound using ETFs? Mar 27 03:27 PM
    • Raw Data Report: Family Restaurants [view article]
      Excellent. Mar 27 03:00 PM
    • Jim Grant on Fed Monetary Policy [view article]
      Great excerpts. Mar 27 02:31 PM
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