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laogao

laogao
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  • Hong Kong (-2.3%), Japan (-2.5%), and Australia (-1.5%) fall sharply in Monday trade - we'll call about half the decline a catch-up to Friday's big drop in the West, and half a knee-jerk reaction to today's election results in Europe. S&P futures -1.1%. Crude continues to slide, tacking another 2.3% onto Friday's 4% dive. WTI fetches $96.27/barrel, about $10 less than last Tuesday afternoon.  [View news story]
    Here's one.
    Almost ready to go long oil again.
    May 6 11:11 PM | 3 Likes Like |Link to Comment
  • "Why did 10-year Treasurys yield 14% under the vice-like grip of iron-man Volcker, but yield just 1.8% under ... Weimar-like Bernanke," asks Hugh Hendry, defining his weapons in the global macro business as irony and paradox. Hendry's latest investor letter describes China's epic, credit-fueled binge, and why the crisis that started in the U.S. and moved to Europe, is about to end in Asia - and how he's playing it by buying CDS on Japanese corporations.  [View news story]
    What to buy? What to sell?
    How about an INVESTABLE suggestion?
    May 1 10:28 PM | Likes Like |Link to Comment
  • Investors have become "consumed and blinded" by economic data, says Jim Cramer. We've been infected by the "hedge fund media complex," where traders are under the mistaken perception that the economy must remain weak to keep the Fed on the team, helping stocks go higher. "Don't fear good economic data," Cramer says. "When we see higher employment and a Fed that recognizes that growth, then we will start to get a real demand for money."  [View news story]
    I like your picture, but even Alfred E. Neumann would have said "Buy" or "Sell".
    Y'all just don't get it, huh?
    Apr 27 10:45 PM | Likes Like |Link to Comment
  • Investors have become "consumed and blinded" by economic data, says Jim Cramer. We've been infected by the "hedge fund media complex," where traders are under the mistaken perception that the economy must remain weak to keep the Fed on the team, helping stocks go higher. "Don't fear good economic data," Cramer says. "When we see higher employment and a Fed that recognizes that growth, then we will start to get a real demand for money."  [View news story]
    Seriously, this is what we have to talk about?
    We all deserve to lose a fortune, just for referring to Cramer!

    How about adding a "short AAPL now" or "long AKAM forever" comment, since this is AN INVESTMENT WEBSITE!
    Apr 25 11:35 PM | 1 Like Like |Link to Comment
  • Shares of Westport Innovations (WPRT -9.7%) fall off sharply on heavy volume as they hit levels not seen since January. SA author RulingTheMarkets makes the long-term bull case for WPRT if the right entry point is found, finding the company poised to benefit from macro economic events unfolding in the natural gas market. [View news story]
    The price to buy is low twenties.
    Unless there is a tax allowance for conversions.
    I don't see this as the 10-bagger once touted.
    Apr 23 10:23 PM | Likes Like |Link to Comment
  • Germany and France threaten to undermine the whole of idea of European Union with their proposal to allow Schengen-zone countries to reintroduce border controls, writes Carsten Volkery. "Next to the (euro), free movement is probably the strongest symbol of European unity ... it's what makes this abstract idea tangible in the first place."  [View news story]
    Shocking that after all these years, Germany and France admit that Britain was right!

    Time to short Euro is fast approaching.
    Apr 22 10:52 AM | Likes Like |Link to Comment
  • Facing evidence of widespread corruption in Mexico, Wal-Mart (WMT) shut down its internal investigation and failed to notify officials, NYT accuses. WMT replies by saying many of the allegations are more than six years old - and that it's "working aggressively to determine what happened."  [View news story]
    FCPA - Dems have their next distraction already teed up for them by Corporate America
    Apr 22 10:48 AM | Likes Like |Link to Comment
  • Facing evidence of widespread corruption in Mexico, Wal-Mart (WMT) shut down its internal investigation and failed to notify officials, NYT accuses. WMT replies by saying many of the allegations are more than six years old - and that it's "working aggressively to determine what happened."  [View news story]
    Should we buy or sell WalMart based on this?
    Apr 22 12:04 AM | 2 Likes Like |Link to Comment
  • Craft Brew (HOOK) plans to trade under the symbol BREW starting March 22 in a move that the company says will better convey its corporate mission. Shares of HOOK are down 3.1% on the day after the company misses the consensus estimate of analysts with its full year 2011 report.  [View news story]
    Sounds like a sad and desperate plea for attention.
    Sell now or short/buy puts.
    Mar 19 10:16 PM | Likes Like |Link to Comment
  • Greg Smith may really believe Goldman Sachs (GS) is run by "morally bankrupt" people out to rip off their clients. But that's old news, Charlie Gasparino writes; Smith needs to wake up to the less-sincere motives of the NY Times, who published his resignation letter that went viral. Gasparino sees Smith as a pawn used by the Times to score political points and advance its class warfare agenda.  [View news story]
    So do we buy GS or sell GS based on the article and your views?
    Mar 17 10:04 AM | 5 Likes Like |Link to Comment
  • A parody of the ballot to be used for Ireland's referendum on the EU fiscal compact illustrates the almost-certain truism that only one answer will be accepted. If - a very big if - the referendum is somehow defeated, additional votes will be held until it is not.  [View news story]
    Irish solution to an Irish problem.
    Feb 28 09:53 PM | Likes Like |Link to Comment
  • With the market up over 8% for the year, and more than 20% from last October's lows, Doug Kass says the next big market move is lower. He's putting his money where his mouth is too, now holding his largest net short position of the year. “There are good advances and bad advances – this one is bad,” Kass says. If history is any indication, a sell-off is coming.  [View news story]
    Did anyone actually read the article? 5% drop is hardly worth snorting. It could be finished in two days!
    Feb 22 09:43 PM | 1 Like Like |Link to Comment
  • Notable earnings after Monday's close: FIS, GPRO, HMA, LPS, MAS, RAX, RGC, SGEN  [View news story]
    RAX is a big buy tomorrow, especially if there's any weakness after the Greek shenanigans.
    Expect stellar earnings.
    Feb 12 09:28 PM | Likes Like |Link to Comment
  • Why now? The loud cover of Barron's calls for Dow 15K in 2013. The corresponding article relies on data from Jeremy Siegel, whose Stocks for the Long Run came out while the 1990s run was still a wholesome bull market. His message eventually got twisted into an "all stocks, no matter the price" mantra, with others publishing Dow 36,000 to mark the epic top.  [View news story]
    Please learn to recognise sarcasm or hyperbola.
    That said, the "investable" info or recommendation is Short Short Short!
    Feb 11 10:33 PM | Likes Like |Link to Comment
  • Roth is naming diversified manufacturer TriMas (TRS) its top industrial pick, and setting a $22 PT. The firm sees TriMas posting high-single-digit revenue growth as mature businesses are used to fund investment in faster-growing ones, and expects its margins to expand thanks to a combination of productivity gains and an improved sales mix.  [View news story]
    Good call, TriMas broached $22 yesterday.
    I'd like to see an updated target.
    Feb 2 10:29 PM | Likes Like |Link to Comment
COMMENTS STATS
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