East Coast

comScore 1, Google 0

It wasn't necessarily that GOOG schooled them, comScore was reporting solely on GOOG's domestic business, which has been seeing headwinds. International wasn't nearly as bad and it helped put them over depressed expectations.

Options Trader: Friday Outlook

Thought I typed SeekingAlpha in, not DailyKos

Gamestop: Consensus Needs to Catch Up to Reality

GME low 38s. Great call. Looks like our "Wrath of Lich King" friend has disappeared

Gamestop: Consensus Needs to Catch Up to Reality

Metal Gear Solid will be big, but it's only being released on one system. Wrath of Lich King?? C'mon, this cycle was all about new gamers coming in and being part of the party experience, hence the success of the Wii. Hardcore gamers will probably still buy games but the people who boosted this cycle and drove the revenue growth are not pining over the release of Wrath of Lich King, or even MGS. It's about comps and market share growth, two aspects which have serious headwinds facing them.

Digital Ally: Microcap with Explosive Appeal

DGLY receives 1,000 unit order from international law agency....stock up a buck pre-market

Shorting Citi on Today's Jump

premarket

Gauging Sinopec's Refining Losses

great article

Digital Ally: Microcap with Explosive Appeal

Interesting highlight...have always enjoyed your write-ups, keep up the good work.

Solar Sector Stinks of Overvaluation: Selling Suntech Power

For example: FSLR's earnings - blowout, stock up $23 bucks afterhours...

Solar Sector Stinks of Overvaluation: Selling Suntech Power

In no way am I criticizing you for taking money off the table, there is a lot of risk embedded here. But, I don't think it's a matter of ignoring the weakening margins or the P/E multiples. A lot of people are betting against these names (short ratios in the 30-50% range) and they are going to get squeezed when someone announces 300% revenue growth/$1 billion contracts/or the split analyst community capitulates and joins those with buy targets.

Why I'm Shorting Crocs

Great call Amit

China Agritech: Ready For All-Time Highs

Should be picking up on traders radar screens. It was nailed after earnings but, as you mentioned, the quarter was an outlier due to the poor weather conditions (which legitimately apply in this space). I got in at 4.70 a few weeks ago

Cognos CEO Gains Insight From New Market

The Oracle/SAP acquisitions are beneficial for Cognos on an less foreseen front: Purchasing managers prefer single, independent B.I. providers and Cognos is the only major player left here. Not only do Hyperion and BOBJ have the hoops to jump through on their integration process, but they are now bundled with their parents in potential clients' minds, so this situation is also a win/win for Cognos, who is coming into what is traditionally their strongest two quarters, with a ramped up salesforce and strong deal pipeline

Housing Market in Desperation

Should be DHI listed for DR Horton's ticker at the top, not DHR, which is for Danaher Corp

Analysts Downgrade Cognos On Overdone Takeover Mania

Goldman's studies have shown that purchasing managers prefer independent BI providers, as opposed to the combine ventures that Oracle/Hyperion and SAP/BOBJ provide. Coming into their traditionally strong 3rd and 4th quarters, with a strong pipeline of deals and increasing sales force, Cognos shareholders will benefit from the consolidation on the revenue side, as well as acquisition possibility.