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Oil Consumption: How Does Today Compare to 1980?

Clayton Williams (CWEI) is still remarkably inexpensive. Thanks for the info!
Jun 02 13:15 pm |Rating: 0 0 |Link to Comment |View article
Oil Consumption: How Does Today Compare to 1980?

Not late to the game on at least one of the picks above. Clayton Williams (CWEI) looks remarkably inexpensive.

Jun 02 13:13 pm |Rating: 0 0 |Link to Comment |View article
Blogonomics: The Seeking Alpha Model

Helluva job guys. I've been with you guys from day one. Your feed is #2 on my reader (MyYahoo!) right behind Silicon Alley Insider.

Keep up the great work!
Apr 10 09:11 am |Rating: 0 0 |Link to Comment |View article
Yahoo's Jerry Yang Needs To Get On With It

I agree he's a nice guy. I truly believe he is caught in something bigger than he understands. Semel would have understood by this point that the deal needs to be done.
It's tough to say goodbye to your baby.
He needs to hug the kid and send it off.
Apr 07 19:37 pm |Rating: 0 0 |Link to Comment |View article
March Online Search Market: A Rare Dip for Google

Google is the King and a 1/2 percent gain or loss in a month means nothing statistically.
On the other hand the move up by MSN is notable.

Apr 06 12:52 pm |Rating: 0 0 |Link to Comment |View article
Akamai: A Raging Buy Amidst This Weakness?

Bold shorts to the tune of 13% of the float. I think I will by a little just to be in the seats when these opportunist have to cover.
Better than the Colesium at the peak of Rome...
Sweet.
Mar 31 19:33 pm |Rating: 0 0 |Link to Comment |View article
Content Owners Struggle To Compare One CDN To Another

Could you please delineate who the major players in in the CDN field are?
If you would be so kind could you speculate if there will be consolidation in the sector. I would like to know who you consider to be the one or two key players in the group.
Thanks.
Mar 09 12:19 pm |Rating: 0 0 |Link to Comment |View article
Calling a North American Palladium Bottom

Ultimately you were correct Mark.
Thanks for the tip. I got in at $4.34 and sold at $8.36 yesterday.
I don't know what to make of it now but I may trade it on a day to day basis.

Mar 04 23:45 pm |Rating: 0 0 |Link to Comment |View article
Is the MySpace Deal Backfiring on Google?

Is MySpace (FIM) allowed as part of the deal with Google to place their own "home (FIM) spun" ads on MySpace pages?

Feb 05 11:48 am |Rating: 0 0 |Link to Comment |View article
Google Fires Back: Microsoft-Yahoo Deal Raises “Troubling Questions”

LOL, at Google.

Crybabies. GOOG is not protector of the internet.
I thought the Boeing 757 was the "jump the shark" moment but this tops it.

Feb 03 23:57 pm |Rating: 0 0 |Link to Comment |View article
Who's the Next Internet Takeover Target?

Well, LookSmart (LOOK) of course, MIVA, maybe and a strong contender LOCM, Local.com.

Bebo could fit the social networking needs of MSFT/YHOO.

Feb 03 13:41 pm |Rating: 0 0 |Link to Comment |View article
Solar Stocks Won't Stay Down for Long

Solars like WFR and SPWR should be portfolio mainstays, thin plays like DSTI, ASTI are late 2008 stories you need to be in now.
OEGY.ob is another to take a look at. So many players and why? Because there is an energy revolution taking place and solar is sexy.
Take a look at Germany and Spain and how they view solar.
Then look at the oil rich Arab nations... They are investing in the industry like it's the second coming.

Jan 30 18:44 pm |Rating: 0 0 |Link to Comment |View article
Internet Stocks Aren't Immune to a Recession

You might add LookSmart to your list. They are in the midst of pricing a dutch auction style share buyback between $3.40 and $4.15. They will buy back up to 20 mil. worth hoping to take back 4 mil. plus shares.
The auction ends Feb. 13. The stock seems a safe play in this range at least until then.
Jan 20 11:13 am |Rating: 0 0 |Link to Comment |View article
LookSmart Trading at Less Than Half its True Value?

Well said. I like your overview. I might offer a few other potential suitors but time will tell for this issue in any case.
By the way, it's MySpace who is taking over the fourth floor of the LookSmart Building.
Nov 12 09:38 am |Rating: 0 0 |Link to Comment |View article
Microsoft to Take $240M Facebook Stake, Become Exclusive Ad Platform

You may be right, MSFT has been unkind to LookSmart. for instance their VP of Search Christopher Payne said one month before they canned LookSmart, "We will stick with LookSmart."

Whatever their plans for self serve PPC is it was underway before they chose Gates and Co.
As a matter of fact their Flyer Pro ad platform may just be the LookSmart AdCenter in action, disguised well.
As for the term "spamcenter"... you sound bitter. Please explain.
Oct 27 12:37 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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