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Lisa » StockTalks

  • The Fed's signal that it won't raise rates will help the rally. Bears will put their spin on this, but bottom line is be long SPY DIA.
    2 days ago
  • Lots of cash on balance sheets = bullish for SPY, DIA. Gives companies the ability to buy back stock, pay dividends.
    5 days ago
  • DIA and SPY are pulling back NOT due to the gdp data, but because the market is overvalued or overbought.
    Fri, Oct 30, 2009
  • People here are too bearish, &r fighting the tape. All price action (including gdp, SPY & DIA) is relative to expectations, not absolute.
    Fri, Oct 30, 2009
  • The GDP beat was real, relative to expectations. It will fuel further private sector growth. SPY DIA UUP will continue their run.
    Fri, Oct 30, 2009
  • Companies may be beating on cost cuts, but soon they will start spending the money they are making. SPY DIA IWM
    Thu, Oct 29, 2009
  • "Within the coming decade, there will be a massive run on the US dollar." - economics Nobel Prize winner Paul Samuelson. UDN UUP FXE FXY FXB
    Tue, Oct 27, 2009
  • Live Nations' ceo will get a $3m signing bonus if the acquisition by TKTM closes. A bit steep, no?
    Mon, Oct 26, 2009
  • Federal prosecutors have widened their investigation from Galleon to SAC. Time to look at SAC's holdings as possible shorts?
    Sun, Oct 25, 2009
  • New gold & silver ETFs SGOL SIVR hit $200m and $150m assets under management respectively. Gaining liquidity but still far from GLD IAU SLV.
    Wed, Oct 21, 2009
  • YHOO revs might be better than they appear. Search was down 19%, but now now MSFT takes over. Display ads were down only 8%.
    Tue, Oct 20, 2009
  • AAPL's product upgrades are totally unimpressive. Interesting to see the spin from the mac fanclub. Good news for DELL HPQ.
    Tue, Oct 20, 2009
  • AAPL (up 4.5% now to *under* $200) and CAT couldn't hold the market up. This has to be bearish for SPY DIA IWV.
    Tue, Oct 20, 2009
  • AAPL up 6.6% now in after hours trading. But it's still not clear how much impact this will have on the broader market - SPY up only 0.2%.
    Mon, Oct 19, 2009
  • TXN also reports after close. Might be a better smartphone play than AAPL, as supplies AAPL, PALM & MOT.
    Mon, Oct 19, 2009
  • AAPL will have a blow-out qtr on iPhone sales. Q4 '08 sold 4.4m. Q1 '09 3.8m. Q2 5.2m. Q3 - this qtr - 8m? 12m? 20m??!!
    Mon, Oct 19, 2009
  • A solar tile system costs 10-20% more than solar panels: http://tinyurl.com/yjdzpd7 TAN FSLR TSL JASO CSUN LDK CSIQ WFR
    Tue, Sep 29, 2009
  • Photovoltaic cells can now be buried inside tiles & other building materials: http://tinyurl.com/yjdzpd7 TAN FSLR TSL JASO CSUN LDK CSIQ WFR
    Tue, Sep 29, 2009
  • Homeowners' equity has declined from 58.7% back in '05 to around 43% today. REZ BZH DHI HOV KB KBH LEN PHM TOL XHB
    Tue, Sep 29, 2009
  • "Given the currently elevated level of risk appetite & its mean-reverting nature we believe the low-quality rally is loosing steam" IWM
    Tue, Sep 29, 2009
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