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  • Wall Street Breakfast: Must-Know News [View article]
    "Drugmakers boosted prices for their 50 top-sellers by 7.82% in 2007, on the heels of 6.73% and 6.22% jumps in 2006 and 2005, in an effort to boost profits in the face of patent expirations and waning pipelines. The ploy could backfire by pushing government to beef-up its regulation of drug pricing."

    Doesn't this mean that the decline in profits when these drugs hit patent expiration will be even sharper?
    Feb 21 16:17 pm |Rating: 0 0 |Link to Comment
  • Buying the Oversold Financial Sector [View article]
    I love the title of your book. Refreshing change from the adoration of the fans.
    Feb 05 15:21 pm |Rating: 0 0 |Link to Comment
  • 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
  • Jim Cramer's 10 Predictions for 2008 [View article]
    The apple prediction isn't looking so good.
    Jan 25 03:26 am |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
  • This Week's Market Quiz [View article]
    Isn't the MacBook air named after the fact that it has no DVD drive, and therefore software must be loaded wirelessly?
    Jan 20 11:19 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
  • Wall Street Breakfast: Must-Know News [View article]
    It's amazing that Alan Greenspan is the one to say we're now in recession, so soon afte handing Bernanke the hot potato.
    Jan 15 08:18 am |Rating: 0 0 |Link to Comment
  • Davis's Monday Outlook [View article]
    This is excellent!
    Jan 14 16:33 pm |Rating: 0 0 |Link to Comment
  • Jim Cramer's 10 Predictions for 2008 [View article]
    What's an "Arabic Heimlich maneuver"? Sorry if I'm ignorant, but I'd appreciate an explanation.
    Jan 02 14:15 pm |Rating: 0 0 |Link to Comment
  • Four Opportunities for 2008 [View article]
    On financials: take a look at financials as a % of the S&P 500. They accounted for an above average % until recently, so again, I think the trend of financials shrinking as a % of the S&P will likely continue for a while.
    Dec 21 05:58 am |Rating: 0 0 |Link to Comment
  • Four Opportunities for 2008 [View article]
    Totally agree with your comment about mean reversion, but trends tend to last longer than expected. There was a good article on this recently:

    Don't Underestimate the Durability of Market Trends
    seekingalpha.com/artic...

    Regarding small caps, they outperformed for so long until recently that the real question is how long the outperformance of large caps will go on for. My guess is that small cap value stocks tend not to be exporters, and that means they're strongly exposed to the declining dollar.

    So your view of small cap value stocks should be linked to your view of the dollar.
    Dec 21 05:56 am |Rating: 0 0 |Link to Comment
  • Investment Banks: Not Dead Yet [View article]
    What are you thinking now about bonuses, given the huge write downs and equity infusions that have been announced?
    Dec 19 10:16 am |Rating: 0 0 |Link to Comment
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