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  • Under The Radar News - Tuesday [View article]
    "Cold outlook for Chinese power providers. Heavy snow and sleet have forced 7% of Chinese power plants to shut down, and companies are struggling to secure enough coal to keep plants operating."

    Wonder if lower Chinese output could hit Walmart.
    Jan 29 15:19 pm |Rating: 0 0 |Link to Comment
  • The Chicken's Guide to Picking Stocks in 2008 [View article]
    Excellent article. Can tell you really mean it by the serious look on your face in the photo.
    :-)
    Jan 28 15:41 pm |Rating: 0 0 |Link to Comment
  • Under the Radar News - Monday [View article]
    "Morgan Stanley's Stephen Roach, one of the world's leading economists, says the oncoming U.S. recession will dwarf the dotcom slump in its magnitude."

    At the same time, the people who run the middle east sovereign wealth funds are saying in Davos that US financials and real estate are at bargain basement prices. Real estate is a real asset, and inflation is rising, so it's hard to see how it can keep falling in price.
    Jan 28 15:17 pm |Rating: 0 0 |Link to Comment
  • Under The Radar News - Thursday [View article]
    This is great. Can you fix the BusinessWeek link?
    Jan 24 17:59 pm |Rating: 0 0 |Link to Comment
  • Have Bank Stocks Hit Bottom? [View article]
    Interesting juxtaposition with the headline above this one on your home page:
    Jeremy Grantham: Credit Crisis Will Last Until 2010
    seekingalpha.com/artic...
    Jan 24 10:39 am |Rating: 0 0 |Link to Comment
  • Under The Radar News - Wednesday [View article]
    It's so amazing to see banks in Japan and China looking to bail out the leading US investment banks. How the mighty have fallen.
    Jan 16 12:10 pm |Rating: 0 0 |Link to Comment
  • Under The Radar News - Tuesday [View article]
    Why would Facebook want to buy Plaxo? Plaxo is a service most people I know stopped using years ago.

    BTW, "Under the Radar" is really excellent.
    Jan 16 08:11 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The combination of higher wholesale prices and weak retail sales is really bad: it shows that in real term (inflation adjusted), sales were even weaker.
    Jan 16 06:57 am |Rating: 0 0 |Link to Comment
  • Seeking Stocks With Cheap, Safe Dividend Streams [View article]
    One other point to confirm this: note that banks are large cap pharma are sector where projected earnings are in freefall. That's why the dividend yield looks good.

    It's an illusion. Be careful.
    Jan 09 15:25 pm |Rating: 0 0 |Link to Comment
  • Seeking Stocks With Cheap, Safe Dividend Streams [View article]
    I'm amazed at how many people make the "dividend error": dividends are no different than stock buybacks (they're actually slightly worse after-tax), and both are funded from profits. So a stable dividend is irrelevant if a company's earnings or projected earnings are in free fall.

    BAC? Not exactly a pretty stock in a pretty sector. Guess what Countrywide's dividend will be next year.
    Jan 09 15:23 pm |Rating: 0 0 |Link to Comment
  • Under The Radar News - Wednesday [View article]
    Yes, this is really useful.
    Jan 09 11:33 am |Rating: 0 0 |Link to Comment
  • The Dividend Yield Effect  [View article]
    Good article -- The Motley Fool article was simplistic to say the least. Stocks are falling because projected earnings are falling. And lower projected earnings means lower projected dividends or buybacks.
    Jan 09 07:25 am |Rating: 0 0 |Link to Comment
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