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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
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- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
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- 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
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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
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- 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
- 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
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- 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
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ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Hewlett-Packard: Let's Think About Financing Assets
Apple's iPhone: Home Court Advantage
Apple will sell for $90 in January. Mark my words. Not a single soul is going to buy iphone for $545 in India. You get better phones almost free in India. And, there will be cheap iphone clones popping up everywhere in India and China soon. In Europe itself iphones are not selling and carriers are slashing prices. Asia will be a colossal failure.
Amid iPhone's International Rollout, 10 Million Units Isn't a Stretch
Now, they are going to sell this $600 phone in Africa to do web browsing in the jungle! LOL
Apple Links Higher Sales with Higher Prices
Will the iPhone Eat Blackberry's Business Lunch?
"Disclosure: I own shares of Apple for myself and clients."
Apple Strikes Advertising Gold
Apple, Walmart: Growth Stocks on the Move
Nowadays seekingalpha is dominated by Apple fanboys and short term traders. Amidst all those articles, this article brings sense back.
Contrary to Some Opinions, Apple Doesn't Do Loss Leaders
What if You Could Buy Apple Pre-iPhone?
>>>>
Apple can do anything Microsoft (NASDAQ: MSFT), HP (NYSE: HPQ) , or Sony (NYSE: SNE) already does, except with a better user experience
>>>>>
Ha Ha! They can run the country and run the central bank as wel!!
iPhones Sell Themselves in Everyday Tasks
Apple is making products with approaches that are considered useless by the world. Then it hypes with people like the author of this article to boost its stock price. One example of discarded idea is the touch interface (They have lawsuits for even that because they copy). Making PCs without expansion slot is another discarded idea. The latest I heard is that they are workin on tablet PC which was introduced by Microsoft 15 yrs back.
iPhones Sell Themselves in Everyday Tasks
Contrary to what the author says, WSJ carried out an article saying that the touch interface is hard and error prone for typing. iphone is a toy. You can listen to songs, check wheather, make calls etc. When it comes to browsing or typing letters, it sucks big time.
Appleās Momentum Will Continue
Piper Jaffray Sees Repetition of Apple's Historical Holiday Boom
Cisco Sell-off Puts Apple at a Discount
270K iphones sold in US verses 10000 sold in Germany gives 270/10 = 27. Even if we assume 20K phones sold during the entire weekend 270K/20K = 13.5
Where is 3.6 and where is 13.5?
And for this, you call the other person an idiot and lunatic. Then what are you? Ha Ha!!!!
Cisco Sell-off Puts Apple at a Discount
Cell phone market is very tough. Apple is charging $400 in US and around $580 in Europe for phones whereas other players throw away their phones almost free. If Apple cannot gain more than 3% marketshare in its core business, how do you expect it to grow market share against Nokia, Motorola, Ericsson who are in the business for 20+ yrs? Cellphone market is not MP3 player market. There are very very strong gorillas in the cell phone market. And don't forget Google is coming out with mobile OS and change the game towards further cheaper phones.
Regarding the press, loyal following - have seen it and know how it all ends. Remember Exodus? Remember JDSU? They had more press than Apple.