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whaddyamean?

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  • Clues And Controversy: Why Zalicus Shares Could Be Set For A Rally [View article]
    "No analyst...has done a better job fairly covering the story than me."

    As I see it, the problem lies not in the words written but within the eyes and mind of the reader. It appears that investors tend to draw from analysis that which they desperately want to hear.

    It all reminds me of the Oracle, who when asked about the outcome of a forthcoming battle replied: "Pyrrhus the Romans will defeat!".

    Biotech equivalent: "Z160 the FDA will overcome!".

    And there you have it.
    Nov 8 11:56 AM | 1 Like Like |Link to Comment
  • It Could Be A Long, Not-So-Hot August For Gold [View article]
    Those of us who invest in GLD or purchase physical gold as a form of insurance don't worry too much about short-term price fluctuations, large or small.

    If one really buys this stuff as insurance, once must hope that the day will not arrive when it's necessary to cash it all in!
    Aug 4 08:58 PM | 2 Likes Like |Link to Comment
  • Benedict Evans sums up the Ballmer era at Microsoft (MSFT): As late as 2009, more than 90% of connected devices had Microsoft operating systems, but it's now below 25%. MSFT is "not quite utterly irrelevant, but they are fast becoming Maytag - a reliable manufacturer of a needed if unsexy utilitarian appliance," Barry Ritholtz writes. Evans: "An overnight collapse can take a long time." [View news story]
    If I were to sum up the Ballmer Era at Microsoft in one word, that word would be "moribund".

    How can the term "strategy" be applied to a stock that has been range-bound for more than a decade? My MSFT stock certificates have moss growing on their North side.


    Jul 27 11:00 AM | 1 Like Like |Link to Comment
  • David Einhorn's hedge fund has closed its short position in J.C. Penney (JCP +3.8%) and moved out of a long position in Microsoft (MSFT +0.1%), according to Reuters. Shares of both companies are near session highs following the report. [View news story]
    I treasure David Einhorn's stock manipulations with the same fervor that I value every pearl that drops from Cramer's lips.
    Jul 26 08:35 PM | 2 Likes Like |Link to Comment
  • What to expect from July U.S. auto sales: 1) The month should confirm that 2013 will be a strong year for sales in the industry, although expecting a double-digit pace of growth for the year may be a reach. 2) Kelley Blue Book sees a seasonally adjusted annual rate of 15.8 units in July, up 13% from last year but lower than last month's mark. 3) The Big Three (GM, F, FIATY.PK) could all benefit with new model introductions out that have narrowed some of the perceived gaps on quality and gas mileage. [View news story]
    GM now produces more "models" than at any other time in their long history. Maybe if they would concentrate on "narrowing some of the perceived gaps on quality and gas mileage" I would stop buying Japanese-made autos (of which we currently own two).

    Back in the days when Al Capp told us "What's good for General Bullmoose is good for the Nation" GM simply told us what to buy and drive. GM's management never learned to listen before - why should they behave any differently now, Government bailout notwithstanding?

    And, please don't give me that "buy American" crapola. If GM is unwilling or unable to compete with Foreign craftsmanship, let this be their decision... and their obituary.
    Jul 26 05:01 PM | Likes Like |Link to Comment
  • The Apple Comeback Begins [View article]
    Do you really want an iSpaceship with incompetent map software?
    Jul 26 08:11 AM | 6 Likes Like |Link to Comment
  • Steve Ballmer unveils Microsoft's (MSFT) reorg via company memos. Microsoft's divisions (Windows, Server & Tools, etc.) will be replaced by 4 "engineering units": Operating Systems (run by Windows Phone chief Terry Myerson), Applications & Services (run by Online Services chief Qi Lu), Cloud & Enterprise (run by Server & Tools chief Satya Nadella), and Devices & Studios (will handle all hardware/entertainment work, and be run by Windows chief Julie Larson-Green). Skype chief Tony Bates will handle business development, and CFO Amy Hood will run newly consolidated finance ops. The ostensible goal: to put an end to Microsoft's corporate turf battles, famously spoofed in this comic. (previous: I, II[View news story]
    MSFT reorganization = runner on first base by virtue of either a walk or fielder's choice.

    If MSFT wants to hit a home run they might consider sending Ballmer back to the minors.
    Jul 11 01:12 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - It Takes Discipline To Sell Linn Energy (7/2/13) [View article]
    CoolBlue, I wish that investment decisions could be made in such a straightforward manner.

    Perhaps we should bear in mind the fate of the United States Whip Company, which for over a century manufactured the very finest buggy whips that money could buy.
    Jul 9 09:18 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - It Takes Discipline To Sell Linn Energy (7/2/13) [View article]
    Cramer used to be entertainment. Now, he's simply descended to the level of "ubiquitous pest".
    Jul 9 09:13 AM | Likes Like |Link to Comment
  • Gold hasn't been this deep in the buy zone since early 2005 as CFTC data show a massive exit of large speculator net long positions. What this says about the long-term trend is a question of debate, but it's probably not the worst short-run indicator. GLD +0.9% premarket, continuing a minor bounce since the metal fell below $1,200/ounce last week. [View news story]
    Someone yelled "fire", and the gold bugs rushed for the exits. Now, they realize that the movie is still playing, and they're starting to return to their seats to see how it all turns out.

    Innocent bystanders can get trampled as the moviegoers rush in either direction. But, then again, maybe there are no innocent bystanders - after all, what were you doing in that movie theater in the first place?
    Jul 9 09:11 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL +2%) is rallying for the second day in a row. Jim Cramer is suggesting enough bad news is priced in. "Suddenly the whisper number that is going to be talked about [for FQ3] is going to be so low, that unless they really do badly, they can beat that number ... Maybe Apple everyone is expecting a C, now they come home with a B, we say, Yeah!." Also, UBS' Steve Milunovich argues (in a long-winded note) Apple can maintain premium pricing/margins in spite of intense competition, and that the expected low-cost iPhone "probably won’t be priced below $350-400." [View news story]
    The day I learn how to understand the past will be the day I start to consider predicting the future.
    Jul 3 09:45 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - It Takes Discipline To Sell Linn Energy (7/2/13) [View article]
    Clinton's line of reasoning is known as the Captain Wrong-Way Peachfuzz Investment Strategy.

    Much to the chagrin of Booyah's home-gamer fans, over the long run the Peachfuzz Strategy has proved to be a valid approach to investing in the stock market.
    Jul 3 09:41 AM | 1 Like Like |Link to Comment
  • I'm Not Chasing JPMorgan Chase Or Its Dividend [View article]
    JPM reminds me of AAPL - basically a one-man show. If something happens to that one man or he decides to leave the company for greener pastures, stockholders are likely to be left twisting in the wind.

    With regard to the future of either company: It seems that there are no more Great Men, only Great Committees.
    Jul 3 09:35 AM | 1 Like Like |Link to Comment
  • Walter Energy: Overhangs To Prevail In The Short Term [View article]
    Well, embryo, I would put my money where your mouth is if only I could figure out its location.
    Jul 3 09:30 AM | Likes Like |Link to Comment
  • Walter Energy: Overhangs To Prevail In The Short Term [View article]
    "...whereas in the long run as the met coal market will improve it is most likely to bode well for the company."

    Right.

    In the interim, WLT needs only to survive. Not a foregone conclusion, that.
    Jun 26 12:04 PM | Likes Like |Link to Comment
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