Seeking Alpha

Ralph F » StockTalks

  • Key point about today's gdp number: everyone already knew about the stimulus, clunker cash etc. But the number still beat expectations. SPY
    Thu, Oct 29, 2009
  • TheStreet.com has a Sell on OMEX, based entirely on past performance and trailing financial ratios. Adds no info. I'm still long, in pain.
    Thu, Oct 29, 2009
  • We're entering a smartphone price war between AAPL RIMM PALM and GOOG-Android enabled players, eg. MOT. Ask yourself: who loses most margin?
    Thu, Oct 29, 2009
  • On Nintendo - there's now a price war: NTDOY.PK cut Wii prices 20%, SNE Playstation 25%. You DON'T want to own stocks in mid price war.
    Thu, Oct 29, 2009
  • Billionaire philanthropist Peter Peterson says GS should give away at least $1bn to mollify anger over bonuses. But why not to taxpayers?
    Thu, Oct 29, 2009
  • European and Asian markets are down big. If this has legs, buying some of BGZ DOG DXD MYY MZZ PSQ QID RMS RRZ RSW RWM SBB SDD SDS SH TWM TZA
    Thu, Oct 29, 2009
  • Note: DIA is NOT a broad market etf.
    Wed, Oct 28, 2009
  • If the market takes a double dip, don't think you can hide in GLD or SLV. Or IAU SGOL USL OIL or the other commodites. Everything will fall.
    Wed, Oct 28, 2009
  • OMEX announces partnership (http://bit.ly/4KOeB) for shipwreck exploration services. Does this means it's run out of its own wrecks?
    Wed, Oct 28, 2009
  • AMTD beat earnings, buying back stock, competitively stronger vs. ETFC SCHW. What's not to like?
    Tue, Oct 27, 2009
  • PCL beat on the top and bottom lines. Timber still doing well as an asset class, and is also a good inflation hedge.
    Mon, Oct 26, 2009
  • AMZN is trading down 1.4% into earnings, despite the fact that INTC AMD AAPL EBAY etc beat. That sets it up for upside if it beats.
    Thu, Oct 22, 2009
  • Oil at 1 year high of $81 per barrel. How can that be good for stocks? USO USL OIL
    Wed, Oct 21, 2009
  • BA downgrade by Morgan Stanley: further 787 delays, negative cash flow, estimates too high, plane mkt to trough in 2011 vs. consensus 2010.
    Wed, Oct 21, 2009
  • CAT and KO differed markedly in their comments about the recovery. What to make of that...
    Tue, Oct 20, 2009
  • TXN up ~2.7% after-hours. Probably a better barometer of the tech economy than AAPL.
    Mon, Oct 19, 2009
  • Get this -- even PALM is trading up over 1% after hours. As if AAPL's blowout iPhone sales will help PALM.
    Mon, Oct 19, 2009
  • RIMM is trading up 1.4% after hours, pulled by AAPL's results. Does that make sense? AAPL just showed it's eating RIMM's lunch.
    Mon, Oct 19, 2009
  • AAPL whisper number is $1.60.
    Mon, Oct 19, 2009
  • David Einhorn bullish on gold at the Value Investing Congress today. Prefers physical commodity to GLD IAU SGOL.
    Mon, Oct 19, 2009
Older
StockTalks by Ticker