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  • The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
    More diversified THIS time. Sorry.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
  • 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.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
  • 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....
    Apr 23 08:55 am |Rating: 0 0 |Link to Comment
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