Facebook (FB) has disclosed that it received 9,000-10,000 requests for information about 18,000-19,000 accounts from all U.S. government entities in H2 2012, whether those entities be local authorities or the NAS. Microsoft (MSFT) received 6,000-7,000 requests, although Google (GOOG) declined to provide the information, saying it wanted permission to provide more detailed data before releasing such information. [View news story]
I might as well say I find the Prez and the NSA creepy right here on Seeking Alpha since it appears they'll hear about it anyway if I say it in private.
A brutal sell-off in Japan (previous) weighs heavily on Asian markets as stocks fall 2.8% in Hong Kong, 3% in Shanghai, and 1% in Seoul and Sidney. [View news story]
Jeff Immelt believes China is serious about cleaning up its environment, and the GE CEO says he will "double down" his clean energy investments there. But Immelt worries that western CEOs who throw around terms like "green" and "sustainability" are hurting their own cause: "When a Chinese CEO hears the word sustainability, he thinks they're being lectured to by the U.S. on how to do things in an uneconomical way." [View news story]
Synta Pharmaceuticals (SNTA -34.1%) plummets as the market's interpretation of results from a Phase 2b/3 trial of the Hsp90 inhibitor ganetespib is far less sanguine than the company's own take on the data. SNTA notes that "the combination of ganetespib plus docetaxel improves overall, and progression-free-survival compared to docetaxel alone," but investors seem to be focused on an increase in the Hazard ratio from results reported last fall. In short: data now suggest an 18% reduction in the risk of death compared to a 31% reduction last September. (previous) [View news story]
Focus On The Fundamentals, Not The Story [View article]
Made 100% in about 27 days. Sold half last week. Playing with house money, now. I don't see any near term catalysts to move the stock higher in the short term. I expect a decent pullback, and I think it has started. Will pile back in at some point, hopefully!
Expect Surprises In Tesla's Upcoming Supercharger Announcement [View article]
I've held long enough to make 100% (in about 25 days). I think it's time to sell. I don't think there will be any new catalysts in the short term. Expect the stock to drift back down 10-20%. Will buy back then.
So it might go down before it goes up, or it might go up a bit then head lower before going up again. The fact that people pay you for such advice is impressive. Well done, Sir.
Cray Still A Strong Buy, Only Cheaper [View article]
Facebook (FB) has disclosed that it received 9,000-10,000 requests for information about 18,000-19,000 accounts from all U.S. government entities in H2 2012, whether those entities be local authorities or the NAS. Microsoft (MSFT) received 6,000-7,000 requests, although Google (GOOG) declined to provide the information, saying it wanted permission to provide more detailed data before releasing such information. [View news story]
Should You Invest In Turkey While There's Still Blood In The Streets? [View article]
A brutal sell-off in Japan (previous) weighs heavily on Asian markets as stocks fall 2.8% in Hong Kong, 3% in Shanghai, and 1% in Seoul and Sidney. [View news story]
Jim Morrison
Once In A Golden Moon: Luna Gold [View article]
Jeff Immelt believes China is serious about cleaning up its environment, and the GE CEO says he will "double down" his clean energy investments there. But Immelt worries that western CEOs who throw around terms like "green" and "sustainability" are hurting their own cause: "When a Chinese CEO hears the word sustainability, he thinks they're being lectured to by the U.S. on how to do things in an uneconomical way." [View news story]
Could This Strategy Be The Holy Grail Of Investing? [View article]
Could This Strategy Be The Holy Grail Of Investing? [View article]
Molina Healthcare: Avoid At Current Levels [View article]
Synta Pharmaceuticals (SNTA -34.1%) plummets as the market's interpretation of results from a Phase 2b/3 trial of the Hsp90 inhibitor ganetespib is far less sanguine than the company's own take on the data. SNTA notes that "the combination of ganetespib plus docetaxel improves overall, and progression-free-survival compared to docetaxel alone," but investors seem to be focused on an increase in the Hazard ratio from results reported last fall. In short: data now suggest an 18% reduction in the risk of death compared to a 31% reduction last September. (previous) [View news story]
Focus On The Fundamentals, Not The Story [View article]
Expect Surprises In Tesla's Upcoming Supercharger Announcement [View article]
Expect Surprises In Tesla's Upcoming Supercharger Announcement [View article]
I think it's time to sell. I don't think there will be any new catalysts in the short term. Expect the stock to drift back down 10-20%. Will buy back then.
Silver - Potential Whipsaws Ahead [View article]
The Sleeping Giant Awakes: Here Comes The Housing Recovery [View article]