gc.alpha

Zales: Customers Hit Hard By Housing Market Bubble and Overextended Credit

I wonder if Blue Nile will be guiding flat this quarter? Somehow, I doubt it.

Recession Watch: It's Probably Already Here

Very salient points. Traditional media with declining revenues. Uh huh.
A transport company that's challenged by high fuel costs. Hmmm.
A coffee co with shops at every street corner with problems? - What was their excuse last year - oh yeah - it was so hot that they made a lot of frozen mixed drinks that slowed down their throughput.

What Was Behind the Halloween Rally?

What asset classes are you referring to?
The Dow and S&P are below where they were in July before the first selloff. And US stocks - pick any index including Nasdaq - are at the rear of the pack when compared to the vast majority of international index returns around the globe in '07, and not just China, the poster child for overheated markets, which has itself not been the best national performer of recent years, despite its impressive upward ascent.

AmTech Expects Apple To Meet Or Beat In Report Monday

Yes, and the Sun will likely rise tomorrow.

Wu hasn't been paying attention. Apple has beaten the Street's estimates continuously for over 4 years, and Jobs consistently guides below the Street looking forward. Jobs doesn't 'lowball' estimates to reign in the Street; he does it to avoid being accused of misguiding investors with unrealistically high expectations: CYA.
If Wu is being honest with his numbers (I'd be skeptical), he is getting further from the mark, not closer, and the December qtr results will not only beat Wu's and Job's low ests, but the current Street ests.
In fact, expect Street ests for December to steadily creep upward, not downward over the coming months, and for those higher numbers to get beat handily.

Reduce Your Chinese Holdings Before the National Party Congress Begins

it's not timing the market, it's time in the market. you want to be long term greedy. be sloth-like ala buffet. worked for him.

Apple's iBrick Episode Should Be A Corporate Branding Disaster

Did you take the short bus to school?
Wake up - Maytags do break down - all by themselves.
Software updates aren't anti-consumer, they're anti-hacker.
Steve Wadman is equally confused, and couldn't draw a parallel if he had a ruler.

A Look At Apple Since The iPhone Launch

There was just one estimate of as many as 700,000 sales - over the whole weekend. The 270k was only through the first Saturday; perhaps another 75k on Sunday? We don't know, but it should be made clear when comparing apples to oranges.

There's news, and then there's news. For something to be 'in the news' is possibly entirely different from being actual news, and is infrequently newsworthy. In this case we had what could more appropriately be called an unsubstantiated rumor. It's possible to imagine scenarios in which such rumors could be thrust upon John Q Shareholder to get him to sell, and let others privy to the facts to kindly pick up those shares at much lower prices.

More impressive than Q3 top line growth was bottom line of 70% - and in a tough quarter where margins were expected to decline, some iPod buyers were expected to wait and/or buy iPhones, and Mac buyers might just hold off 'til Leapord.