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Wall Street Breakfast: Must-Know Newsby 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...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket 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
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer'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
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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
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks 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."Email continues...
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. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
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- 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
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
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- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
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US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
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ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Is Apple More Undervalued Than Other Tech Sector Stocks?
Apple's 'Real' Earnings: Up Almost 125%
Apple Analysis: When Leaders Don't Lead
mr bass clearly doesnt know what he's talking about and i doubt very much this is his full time job or indeed that he is capable of making money in this field
contrast this horrible content it with someone like the very talented andy zaky per the 'AVG's link above that actually provides informed analysis and opinion
i guess this is pile is the price we pay for democracy
Jonathan Ive: More Valuable to Apple than Steve Jobs?
the design directive flows from jobs and only jobs
prior to ives say the macs of the 80's simply reflected design in the 80 allbeit done very elegantly
gphone is great for iphone for all the healthy competetive reasons, their laissex faire open source platform will be a huge negative issue for them however
the one company i really dont inderstand right now is rimm with a pe sky high compared to apple and google
go figure
Now Is the Right Time to Buy Apple Option LEAPS
thank you
Five Reasons Steve Ballmer Thinks Apple's a Buy
makes a nice change from the general dross from other 'authors'
Post-Labor Day Strategy for Apple Traders
i dont mean to be rude but i've followed you column for a little while because it sounded promising but ultimately it fails to deliver
question, do you make a living solely as a trader or do you have another profession
The End Run Around the Operating System Is Under Way
oh yes thats right its o.s.
perhaps a web analogy would have made your points more relevant but that is old news
somebody please screen these marginal writers
Apple's Interesting Challenge with Its Best Buy Deal
ridiculous article
Measuring Music: Top 5 US Retailers
numbers please ?
5 Reasons Not to Upgrade to the New iPhone 3G
Apple Can Disable iPhone Apps, but Should They?
the phone communicates with apple often for updates etc and is just a form of that
i tried a jailbroken gen 1 phone for a while and although i liked the additional features my phone was like the wild west never knowing when a rogue app could take me down
i love the app store somewhat safe in the knowledge that 3rd part programs have been vetted and if something malicious slips through its gets fixed
now i know there will be a bunch of outraged people but realistically its a great idea
Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates
You would get a very different market share picture and data that is more useful to your readers
It is RIMM that is on the front line about to be run over by Apple not the '2nd tier' manufacturers. Apple is employing a classic top down sales strategy starting with a high priced handset and in the coming 18mos filling in the price gaps underneath it.
Nokia who holds the largest market share with many inexpensive handsets will be the last to feel the effects of Apple
However Apple has quitely declared that ALL phones in the future will be smart phones and as features currently considered 'smart' become manadatory on even the cheapest handsets even Nokia weill lose significant market share to Apple who not only has invented this new phone market place but essentially monopolises many of its feature sets and equally importantly holds a monopoly on the seamless integration between feature sets
Step back a little and look at the bigger picture beyond a couple of too late copycat handsets from Rimm and try to poduce quality quantative research
Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates
Apple: Are Investors Overlooking Cash Earnings?