Phil G.

28 Comments

    • ON: Thu May 15th 09:31 AM
      Commented on:
      CBS Acquisition of CNET: Helpful to Both
      Yes, I think you're right Kevin. But I'm a bit surprised by the premium... CNET faces a lot of challenges these days in growing its business.
      View article »
    • ON: Thu Apr 10th 06:57 AM
      Commented on:
      Yahoo Goes Scorched Earth
      Why do you say that Yahoo's greatest asset is search? Isn't its massive page views its greatest asset?
      View article »
    • ON: Fri Apr 4th 10:22 AM
      Commented on:
      Payrolls Drop - And You Ain't Seen Nothin' Yet
      Hey, Kathy is bearish... there are plenty of optimists out there, but she's just putting her view out there alongside them. Bulls should take this into account.
      View article »
    • ON: Fri Apr 4th 09:40 AM
      Commented on:
      The Music Biz: Something Important Is On The Horizon
      How do you think Apple is going to respond to this? Certainly they are aware of it... maybe the iPhone will be optimized to a streaming form of iTunes?
      View article »
    • ON: Fri Mar 28th 09:10 AM
      Commented on:
      Meredith Whitney Threatens Severe Deflation For Your Portfolio
      I don't buy the conspiracy stuff, but I agree that Whitney's stature at present is way out of hand. For that part of this article, I thank you.
      View article »
    • ON: Thu Mar 27th 15:24 PM
      Commented on:
      Should Wall Street Have Saved Itself?
      Boys will be boys, and all that?!
      So how did Goldman stay out of it, and stay insanely profitable?
      View article »
    • ON: Thu Mar 27th 13:29 PM
      Commented on:
      Raw Data Report: Family Restaurants
      Helpful data, thanks.
      View article »
    • ON: Tue Mar 25th 14:03 PM
      Commented on:
      Should We Buy the PetroChina Stock Buffett Sold?
      Will probably meant to point to this page from the Jubak article:
      articles.moneycentral....

      And while price controls in China have had a deleterious affect on PTR recently (in one of its businesses, PTR buys crude at market, refines, then sells at retail with govt. price caps), I think Brand is still right to say that PTR should profit in the long run from inflated oil prices.
      View article »
    • ON: Thu Mar 6th 09:54 AM
      Commented on:
      Downey Financial on Shaky Ground
      Outstanding analysis, thanks. I'd be interested to hear a DSL long's take on these numbers.
      View article »
    • ON: Mon Mar 3rd 03:04 AM
      Commented on:
      Interactive Q&A: Joe Cross, President and CEO of Nanophase Technologies
      Hi, thanks for this opportunity. I'm trying to understand your competitive landscape better. Would you describe to me a typical customer, the type of product you supply, and what barriers to entry you have against competitors who may offer a similar product to that customer?

      Thanks, Phil
      View article »
    • ON: Sun Feb 24th 11:45 AM
      Commented on:
      Shorting the Homebuilders as Their Stocks Surge
      He says his fund shorted the ITB - that's an ETF.
      View article »
    • ON: Thu Feb 21st 14:12 PM
      Commented on:
      GMO: Stocks Will Lag Historical Average for Next 7 Years
      I suppose they were referring to THEIR active management ;)
      View article »
    • ON: Mon Feb 4th 08:50 AM
      Commented on:
      How Yahoo! Can Exit the Microsoft Bear Hug
      Great ideas from a web user's perspective, but don't think it's going to happen unfortunately...
      View article »
    • ON: Fri Feb 1st 08:10 AM
      Commented on:
      Microsoft Offers To Buy Yahoo
      sure, it's been rumored for a long time.
      View article »
    • ON: Wed Jan 30th 11:18 AM
      Commented on:
      Can eBay's New Fee Structure Fend Off Amazon?
      They clearly are competitors - if you need a used item, you can get it in either place, and these are the two leading players. There are other competitors too, of course...
      View article »
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