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Wake Up GM: Toyota Overtook You Years Ago

One day, we will look back and identify that special moment as the day GM built the Pontiac Aztek.
Jan 24 12:02 pm |Rating: 0 0 |Link to Comment |View article
Selling Over? I'm Just Not Buying It.

Oh, I think you mean jingo instead of gingo. Nobody's perfect.
Signed, your friendly copyeditor.
Jan 24 10:49 am |Rating: 0 0 |Link to Comment |View article
It's Ugly Out There. What's Washington Waiting For?

Clarification: I meant high-interest as in mortgage resets, high credit card rates, etc...
Jan 20 14:27 pm |Rating: 0 0 |Link to Comment |View article
It's Ugly Out There. What's Washington Waiting For?

It's edifying to see the mature responses here. Frankly, financial institutions and investors got addicted to making and buying
high-interest, high-risk loans. How is that the government's fault or responsibility?
But of course, we live in a Keynesian world, and the average American has the maturity level of a Power Ranger audience. Coddle we must and coddle we shall.

Jan 20 14:24 pm |Rating: 0 0 |Link to Comment |View article
U.S. Real Estate Bargains - Barron's Interview

The REIT haters are missing the value play here. Only recommended if you can hang on for 5-7 years. But, golly darn it, that's where the money is made: buy and hold at a discount. If you have a 6 month horizon, well, this isn't for you.

Jan 06 14:03 pm |Rating: 0 0 |Link to Comment |View article
Will 2008 Be the Year of the Bear?

Maybe the Year of the Rat is right - opportunities abound...as in buying depressed stocks. When to do so? We'll all be trying to figure that out...

Jan 06 10:47 am |Rating: 0 0 |Link to Comment |View article
Matt Callow's 2008 Investment Themes: So Far, So Good

Thanks Matt. I am trying to educate myself on being proactive in a bear market.
Jan 06 10:17 am |Rating: 0 0 |Link to Comment |View article
Using Volatility as an Investment Tool

I employ different investing strategies, but value investing in something that's out of favor is my favorite. Buy low, sell high is hard to do in real time with all the noise. Someday, America will need that depressed sector back...
It's always good to read about the tribulations this strategy has one undergo.
Jan 04 20:59 pm |Rating: 0 0 |Link to Comment |View article
Black Swans, Real Estate and Financial Stocks

I just finished listening to Taleb's Black Swan. It seems many things we would like to call Black Swans are in fact simply things we'd prefer not to predict or notice. Not to say there aren't genuine surprises, but a lot of "Black Swans" are really the result of lack of perception among people.
Sometimes a culture suspends critical judgements out of wishful thinking and then cries "black swan" when the inevitable happens.
Jan 02 08:43 am |Rating: 0 0 |Link to Comment |View article
Fundamentals Suggest Oil's Headed Much Higher

BTW, this is a good article filled with 1) facts 2) informed, plausible speculation. Nice! Thanks JK.
Dec 31 20:28 pm |Rating: 0 0 |Link to Comment |View article
Fundamentals Suggest Oil's Headed Much Higher

Here's a link to a current article regarding the possible renaissance of trains as oil prices stay high:

www.economicprincipals...

I don't know the ins and outs of the railroad business, but it seemed interesting and logical to me. Maybe someone who knows this business can write a line or two here about this possibility.
Dec 31 20:27 pm |Rating: 0 0 |Link to Comment |View article
Simon Property Group: My Kind of Dividend Growth

This may be a good idea for long term investing. The stats say this one may be a falling knife though. But it's probably not too bad if you have a 4-5 year horizon or longer.
A little off topic from dividend per se, but perhaps a good value play in a few months.
Dec 28 19:23 pm |Rating: 0 0 |Link to Comment |View article
Getting the U.S. Back on Track

Whatever your position on the war, it's a lot of money.
Dec 28 09:22 am |Rating: 0 0 |Link to Comment |View article
The Inevitable Derivative Meltdown

I read Seeking Alpha for informative articles filled with facts, whether or not I agree with the writer. There's no substance to this - it sounds like something on a message board. Not up to usual SA standards.
Dec 26 09:24 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...
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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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet 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 Email continues...
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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