The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
A nice article giving a running commentary on stocks. What recession? Companies seem locked and loaded, by and large.
Costs in line; solid thinking; lots of big caps with strong overseas positions. More diversified in the last dip 2000-2001, which much broader markets for the big guys. This author makes this clear.
Wall Street Breakfast: Must-Know News [View article]
I love Eli's work. Especially the EPS drill. Saves so much time. Go Alpha--support Eli. Reminds me of the classic statements of Warren Buffett: "What is the biggest vice of investors?" Warren, "Being overactive." "How could you have made more money?" Warren, "Sat on the porch more; done less." Eli helps me do both. My addition: Most companies need a MBA/Mgt playground so they do less and keep sustaining their brands....
The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
Costs in line; solid thinking; lots of big caps with strong overseas positions. More diversified in the last dip 2000-2001, which much broader markets for the big guys. This author makes this clear.
Wall Street Breakfast: Must-Know News [View article]