jonreagan

13 Predictions for 2008

Mike Bloomberg will never be #2 to ANYONE....especially not a blowhard like John McCain. And if the winners in tonight's Iowa caucuses (shame on Iowa) manage by some cruel twist of fate to gain traction, I wouldn't bet against the Mayor in a presidential bid. God forbid someone who is QUALIFIED should ever get the job. A successful executive who built a financial empire, and is effectively managing the greatest city in the world...why would we ever elect HIM as our President? Let Oprah decide instead...electing a President is too difficult for most Americans to think about. After all, remember how we ended up with W ("the kind of guy you'd love to have a beer with!)

12 Stocks to Buy on a Pullback

Great list; only place I'd disagree with you is on coal. The one other time I disagreed with your picks--and bought against my instincts--was on TSO, and I've still got a little indigestion on that one.

Would like to get your take at some point on the level of shorting/gaming/riggin... going on in this market. We all know it's a fact of life, but it seems to be at a fever pitch over the last couple of weeks.

As always, this was a really good article.

Google, Schmoogle. In China, Baidu's Better

Looking back at today's market activity, I guess it wasn't a really good day to "bid adieu".....

Is Tech Still a Safe Haven?

While it's normal to ascribe some downward movements after a run-up to "profit-taking", the trashing of GOOG, AAPL, and RIMM in the last week reminds me of the free fall that AAPL went into last August....immediately before a hedge fund redemption date. Institutions looking to raise cash are going to dump the good stuff, not the dogs...

Google Shows No Sign Of Stopping

As usual, Hillary is right on. In an appearance on "Nightly Business Report" three weeks ago, she recommended Baidu (BIDU) when it was around 275, using the same reasoning she applies in this article. Somewhat skeptically, I bought Jan '08 320 calls. Needless to say, I'm glad I followed her advice.

S&P 500 Stocks With the Highest Estimated Growth Rates

Thanks for the listing...always enjoy reviewing the lists you guys put together. Two questions--
1) Is the growth rate you're showing for EPS, or for Net Income? Definitely worth knowing. As I'm sure you know, several cases have come to light recently where companies were actually borrowing to finance share buybacks. And...surprise, surprise....the CEO invariable had a bonus incentive tied to EPS growth. Perhaps one silver lining to the current credit crunch will be making these kinds of stunts less appealing.
2) any way to add a column showing the P/E ratio for each company?
Again thanks.