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  • Microsoft: What Would Munger Do? [View article]
    Munger would put it in "too hard" pile and not bother with it.
    Sep 3 06:19 PM | 1 Like Like |Link to Comment
  • Google Is Trying To Sabotage Windows Phone's Rise - What Can Microsoft And Nokia Do? [View article]
    Given Microsoft's Scroogle and anti-iPad Surface ads, Google and Apple have enough reasons to screw Microsoft at every turn.
    Aug 20 01:16 PM | 1 Like Like |Link to Comment
  • Google adds Waze alerts to Maps; YouTube apps getting overhauled [View news story]
    It's about time Google updates its Youtube app. The current version is pretty lame and only got 2 stars.
    Aug 20 01:11 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time To Ring The Cash Register? [View article]
    Two thirds of Americans are already home owners, so rising home prices are good for A SUPER MAJORITY of Americans.
    Aug 15 08:57 PM | 2 Likes Like |Link to Comment
  • Google, Chromecast, And The Future [View article]
    What's different in buying 10 shares of a $900 stock vs 100 shares of a $90 stock?
    Aug 7 07:04 PM | Likes Like |Link to Comment
  • Google's Moto X Will Prove To Be The Samsung Galaxy 4 Killer [View article]
    Samsung has already peaked, and is the bear stock of the year along with Apple.
    Aug 4 01:38 PM | Likes Like |Link to Comment
  • Potash turmoil 'a complete game changer' [View news story]
    This is only the beginning of the end.

    Potash bubble has finally bursted, POT will go to pre 2006 level.
    Jul 30 02:59 PM | 2 Likes Like |Link to Comment
  • What Does Reorganization Mean For Microsoft? [View article]
    Reorganizations usually mean the business is doing poorly and management doesn't know what to do, so it just reshuffles the deck and tries to spread the blame around.
    Jul 20 12:16 PM | Likes Like |Link to Comment
  • Could Google Face An Apple-Like Fall? [View article]
    Apple is getting creamed because it's losing to competition.

    Google doesn't have this problem. The current earning shortfall is just a matter of investing in new growth opportunities.

    The Market understands this and that's why GOOG was only down 1.56%.

    But this tiny Google's earning miss is nowhere near the level Amazon has been getting away with for the past 3 years!
    Jul 20 12:10 PM | Likes Like |Link to Comment
  • Google (GOOG): Q2 EPS of $9.56 misses by $1.22. Revenue (ex.-TAC) of $11.1B misses by $230M. Shares -4.5% AH. CC at 4:30PM ET (webcast). (PR[View news story]
    This is a buy opportunity:

    1. Google is again tweaking with ad pricing to gain market share.

    2. Google stuffed lots of costs in Cost of Revenue.
    Jul 18 07:00 PM | 2 Likes Like |Link to Comment
  • Norfolk Southern Corp. Looks Like A Solid Investment [View article]
    Excellent article.

    I wouldn't worry too much about coal. The bulk of the coal to gas switching has already happened, and shale gas reserve is FAR LESS certain than coal reserve.
    Jun 26 12:08 AM | Likes Like |Link to Comment
  • Big Ben made a big mistake in the way he announced the Fed's plan to end QE yesterday, laments CNBC's Larry Kudlow. When it comes to ending the bond-buying program, the training wheels needed to come off slowly. But, while investors were still pondering exactly when a tapering of the program might begin, Mr. Bernanke laid out a plan to completely end QE in roughly one year or less. The abrupt policy shift immediately has sparked a rout on Wall Street, and it's going to shake up confidence even more, Kudlow says, perhaps even slowing the already anemic recovery. [View news story]
    Doing what Kudlow opposes is usually the right thing.
    Jun 20 08:56 PM | 2 Likes Like |Link to Comment
  • Grading Bernanke [View article]
    With a lesser qualified person at Fed, the US financial system would have collapsed, unemployment rate would have been above 25%, riots and killings would have run rampant in the country, and nazis, commies, talibans, and other miscreants would have been close to seizing the power.

    Is that what whiners want?
    Jun 20 04:17 PM | 1 Like Like |Link to Comment
  • Are Commodity Prices About To Explode? [View article]
    Commodities are where the tech was in December 2000.
    Jun 20 01:51 AM | Likes Like |Link to Comment
  • Redacted Version Of The June 2013 FOMC Statement [View article]
    Since there is little inflation, why shouldn't the Fed keep printing to further repair the country's balance sheet?

    And you really missed the post-statement press conference, that's where the action was.
    Jun 19 06:34 PM | 2 Likes Like |Link to Comment