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- Wall Street Breakfast -Sample
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
- 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
- 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
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- 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
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- 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
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
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
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Cramer's Mad Money - Cramer at Gunpoint (11/10/08)
mvco, naq/ws--which is the best speculation in the world you must read!
Alon USA Energy, Asia Pacific & Wire: Discounted Opportunities
AWRCF.OB
R.H. Donnelley: An Attractive Bet for High-Risk Investors- Barron's
another cheap stock-- awrcf.ob-- asian infrastructure play - rev $510 million and net of .35, bk value over$10.00/sh ( doesn't include land and buildings updates), cash/sh $3.75, 13.8 million shares outstanding- Michael Dell's fund owns 20%, PSR=.08, 60% below book, trading near cash value-- nasdaq listing coming soon according to management--
awrcf.ob---$3.75 cheap stock in the world-- check out the f-20 filings
The Emperor (Mr. Ackman) Has No Clothes
awrcf.ob--Asian Infrastructure play including Australia,Thailand and China- copper wire for telco and power industry- current price $3.10
you get rev of $510 Million and net of .35-- book value $10.00 ( does not include large hordes of land and building at current values), cash/sh around $3.75- 13.8 million shares outstanding and Michael Dell's fund owns 20%-- you get a PSR=.08, trailing 12 PE 8.8X, trading 20% below cash value and 70% below stated book-- company been growing by 30% during the past 5 years
all this for $3.10-- management intends to list nasdaq soon according to press release.
THE CHEAPEST STOCK IN THE UNIVERSE! AWCRF.OB
CONCERNING ABK- NOT TRADING VERY POSITIVE- IT COULD TRADE BACK INTO THE LOW $3.00 RANGE--LOTS OF UNCERTAINTY- THIS MARKET IS EXTREMELY SENSITIVE TO ANY RATTLE!
ADG
check out awrcf.ob--- It is the cheapest stock in our Universe---asian infrastructure play in australia, thailand and china-- rev for the past year US$510 million and net of .35- fully diluted 13.8 million shares, book value $10 ( does not include the land and building appreciation), cash/sh $3.75, all for $3.85/sh buy the company for cash--psr=.10, trailing pe 10.3, trading 60+% below book, Michael Dell from DELL owns 20% in his fund-ADG is cheap but legless at this time, while awrcf.ob is actually cheaper or greater discounted value with 30% annual growth over the past few years.
awrcf.ob--check out the f-20 filing from the sec
Earnings Preview: Ambac Financial
check out awrcf.ob-- asian infrastructure play rev 510 million and net of .35 , book value around $10+( land and building real value not included), cash on hand $3.75/sh,only 13.8 million shares outstanding and michael dell from DELL own 20%-psr=.10, 60% below stated bk, pe based upon 07 = 10X nasdaq or other major exchange listing shortly according to management- read press
all for $4.00 cheapest stock in the world awrcf.ob
Oil and Gas: Perfect Investment Tsunami
the real reason is that fund are selling everything to payout the people that want their money out of stocks --plus margin calls-- investors looking for cash
Most of my oil list has more production that 12 months ago, yet the stocks have barely moved and some have gone down-- I think you story is not reality- oil have held up, but not really appreciated yet
Why Oil Won't Penetrate $150/Barrel
also like iec.l and sbe.l --both russian oils--
even at 100/barrel all of these companies will easily fill your tank.
for a non-oil sleeper biui.pk for .12 you get $100 million in sale, book of .50 and cash/sh .11-1q 23 million and net of .09 ( include extra-ordinary) bottom line market cap of 1.2 million for rev of 100 million check it out otcbb listing soon read the q
Oil Looks Toppy: Ultrashort Oil and Gas Looks Good
PS we like oils esp. Kazahkstan (kaz) and (abg.to) very cheap oils that are super cheap at $80/barrel
PSS super cheap steel play--the group in major bull market
a little sleeper that deserves a serious look seeee
aljj.pk
T. Boone Pickens Remains a Fervent Oil Bull
Cramer: How An Obama Win Would Impact Healthcare Stocks
Oil Bubble? Nope
We need lower taxes on Oil for growth, we need to drill in anwr, we need to drill off both coasts, build new refineries, allow Nuclear Power plant construction, develop additional alternative energy sources, conserve and develop clean coal, tar sand and shale. We have been talking about energy independence from when that moron carter was in office- we still have plenty of talk and only action we have in ban on drilling because it might bother a squirrel or two in the woods! We deserve our problem because we created it!
A couple of oil stocks we like--kaz and abg.to -both produce and develop reserves in Kazahkstan.
In Russia we like sbe.l and iec.l and uen.l
Buying oil stock sure helps with gas at $4.00/gallon
Donald Trump on Oil
I am sure that his Trump Towers in las vegas has problems- who would buy a condi next to a railroad track that has trains running by it every three hours or so--I can hear the train coming! He is clueless and it is all about "the Donald"
Great idea tax the oils until they all leave- you idiot!
Back in 98 when oil was $11.00/barrel- I guess they planned that as well! We have not built a refinery in 30 years, cannot drill anywhere in the US that has potential huge reserves and cannot build a Nuclear Power plant either-America deserves its problems because it has created them. We produce ethanol for the way to energy independence--we get corn prices exploding- We need to drill more everywhere! When the last time we had a oil field failure ? Donald- I would suggest that you start your pre-package bk now! Oh! get a new hairdo--interesting oil and gas plays--kaz and abg.to
Aerospace/Defense: Some Opportunities Available