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PowerShares DB Gold Offers a Sophisticated Strategy to Small Investors

Don - give me a call - bruce watts - 646-637-6391
lots to talk about - I own DGP gold double long
All Best.
Jul 07 17:23 pm |Rating: 0 0 |Link to Comment |View article
What Should Microsoft Buy Instead?

Agree with previous commentator, Baidu is the MSFT acquisition which stikes fear in the hearts of the Google founders who could never compete due to U.S./China relations and antitrust considerations. And it represents the future, while Yahoo represents the unsuccessful past.
May 06 21:50 pm |Rating: 0 0 |Link to Comment |View article
Yahoo for Chickens

Real chickens recognize that unless something happens quick, YHOO's quarterly results may be lousy driving the stock to around $15 and resulting in a significant loss for participants in your investment plan. Better bet is to buy Valueclick (VCLK).
May 06 21:27 pm |Rating: 0 0 |Link to Comment |View article
Canaccord Adams: Expect More Short-Term Volatility from Research In Motion

Apple and its leader Steve Jobs are brilliant product designers and highly talented at getting products to market rapidly; moreover, the advent of open architecture is a wile move to garner designer support. But the iphone is not the choice of businessmen and professionals. In fact, this must feel like deja vu all over again to Jobs because the situation is analogous to the PC/MAC historical competition. When Microsoft introduced software early-on and Word and Lotus 1-2-3 gained their foothold with PC users, the "office-next-door... phenomenon developed. Despite the superior operating system and especially its superior graphics, the MAC couldn't compete with the convenience of business first-time-users learning PC software from the guy or gal in the "office-next-door... The BLACkBERRY phenomenon is entirely analogous to the PC/MAC phenomenon. Once again businessmen have chosen a product perceived as a "serious/professi... product" (the BLACKBERRY)leaving Apple to reap the dollars of youthful, maternal, gift-recipients and rebels plus the rich who can afford both a BB and an iphone. The really good news is that the market(s) are large enough for both companies to make their numbers but serious popular products usually command higher mutiples in the long run than simply popular products and office-next-door products are typically a sure thing compared to simply "popular" products. BUY RIMM for an intermediate move to $175.
Mojobeta.
May 04 20:16 pm |Rating: 0 0 |Link to Comment |View article
ValueClick Faces New Future Without eBay

However the MSFT/YHOO deal proceeds, VCLK will become a more valuable and scarce entity post deal or no deal.
Apr 27 13:01 pm |Rating: 0 0 |Link to Comment |View article
Transitioning from Old Thinking to New Platforms in Investment Research

The article in the current issue of the Harvard Business Review concerning Google provides a great deal of insight about where state of the art new tech is heading.
Apr 27 12:56 pm |Rating: 0 0 |Link to Comment |View article
Microsoft's Quarter and Outlook Are a Mixed Bag (Update 3)

Who cares about a mediocre quarter when the company's run rate EPS by mid-2009 will be $2.40+. Using a conservative multiple of 20X since CY 2010 will already be visible should put MSFT at $48 before year-end 2009 producing a 50%+ gain from the current level.
Apr 27 12:00 pm |Rating: 0 0 |Link to Comment |View article
What Happens If Microsoft Walks Away from the Yahoo Deal?

MSFT/Ballmer are surrounded right now by their banker(s) in a frenzy. They will surely presuade MSFT to do a deal and it will likely be announced within two weeks. I would suggest owning some short term calls on YHOO and VCLK although AOL is admittedly a possibility. A minority deal with Baidu also cannot be ruled out.
Mojobeta.

Apr 27 11:44 am |Rating: 0 0 |Link to Comment |View article
The Google Economy

GOOG is rewriting tech history with their huge assembly of brainpower in Silicon Valley. Washington State is great if you like to sail and can tolerate the fog/rain but the happening place if you want to occasionally walk across the street, grab some options and double your base salary is the Valley. And GOOG is the clearing center. The other new leadership company is RIMM which is now the gold standard of PDAs despite Apple's successful branding of its pay for play iPod and iPhone. Serious, upwardly mobile grads are all migrating to the Blackberry. If you forget to turn off the phone which is in your pocket when you are granted an audience with your "Big Boss", you want to be sure that as you apologize for the disruption, that what emerges from your pocket is the same PDA your "Big Boss" has sitting on his desk and it better be a Blackberry.
Apr 20 23:24 pm |Rating: 0 0 |Link to Comment |View article
Another Reason Google's Business Model Is Brilliant

Because of Googles long standing leadership in ad/search,the company understands more than anyone about how to tweak ad/click formula than anyone. And this extends to overseas business. Thus, the Q1 results will only grow as overseas business grows. Next week analysts will understand this , raise estimates and targets and Google will trade at 600+.
Apr 19 01:33 am |Rating: 0 0 |Link to Comment |View article
The Future of Internet Advertising Still Belongs to Google

The interntional business in Japan and Korea is booming. They clearly said so. And although ads on PDAs and Laptops in China are minimal, the proliferation of PDAs and Laptops is extraordinary and will lead to tremendous growth for Google going forward.
Apr 17 21:24 pm |Rating: 0 0 |Link to Comment |View article
Earnings Preview: Intel

Ten reasons why Intel will beat (reporting $0.28-$0.29). 1)Stable MPU prices.2)Spin out of Numonyx.3)Share gain from AMD.4)International demand, i.e.China/India.5)Care... Int'l. cost cuts.6)Lower semi-equipment prices.7)No net new hires.8)PC/laptop price declines generating volume.9)Despite good orders to LSIs of world, tough pricing.10)New markets.
Apr 15 15:11 pm |Rating: 0 0 |Link to Comment |View article
Dismal First Quarter Earnings, So Far

Intel will beat. Just walk through your local Best Buy and review laptop prices. They are cheap and the Dell's of the world are accumulating chip inventory preparing to introduce their low priced line. Laptops are becoming throw-away up grades and MSFT's next Windows upgrade to replace the disappointing Vista will be along before you know it. And yet MPU prices haven't retreated and AMD is about to trade below LSI long term. So despite NAND price declines, Intel will report $0.27-$0.29 for the quarter.
Apr 15 11:40 am |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...
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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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