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The 'Reflation' Top Ten Portfolio

The reason so many are attracted to the 'buy' side of a short position vehicle is due to the strictures of custodial accounts. They cannot go short uncovered.
Jan 08 12:07 pm |Rating: 0 0 |Link to Comment |View article
ConocoPhillips: More Than Just a Great Stock

Political risk ignored, the mark to market of the Lukoil stake is of no concern unless immediate liquidation were needed to service debt due to declining revenues. Clearly, debt is the relevant variable in comparison to the other two. A safer way to go might be to play the diminishing spread of the laggard with an average of the relative out performers.
Jan 08 11:45 am |Rating: 0 0 |Link to Comment |View article
Crudomania Is Over

As usual, we have pompous 'projections' for economic, political and societal trends extending to near infinity or at least 'terminal event' based on the last ten minutes of experience.
Jan 07 14:57 pm |Rating: +1 0 |Link to Comment |View article
ETF Deathwatch

All of us investing romantics love quirky vehicles. It's fun to get behind the wheel once in a while.
Jan 07 14:40 pm |Rating: 0 0 |Link to Comment |View article
Still Blaming the Market Victims

I'm a home owner since before my family's formation. However, house 'ownership' and pride in same does not have the universal cultural priority that I've assigned for myself and heirs. Many, the world over, do not equate a free standing owned/financed structure with a home. In the USA, house ownership has never been their goal; these folks are not necessarily nor even likely proflgate fools. Let's not confuse sound finances and sound families with societal cheerleading that can, and demonstrably has, contributed to individual and societal misallocation of resources.
Jan 07 14:21 pm |Rating: 0 0 |Link to Comment |View article
Obama's Plan to Double Energy Production

This doubling, are we talking geologic time? Let's hope we don't have to end up wishing for a Hidden Valley Ranch for our latest leader. One thing for sure, our new leader will give excellent addresses, far surpassing anything FDR ever approached.
Jan 05 14:57 pm |Rating: 0 0 |Link to Comment |View article
Exxon Apostasy: A Closer Look at the Oil Giant's Real Valuation

Many of the same dog in the manger analysts trashing XOM for not joining the feeding frenzy in assets during the bubble will now decry their investment in same during these 'bad' times for oil & gas.
Jan 05 14:41 pm |Rating: +2 -1 |Link to Comment |View article
MLPs: Past, Present and Future

The nature of the energy MLP requires access to capital if it is to grow. However an MLP doesn't have to grow to be attractive to certain sectors of the investing public, once expected revenue is reasonably predictable.
Jan 04 12:51 pm |Rating: +2 0 |Link to Comment |View article
Riskier Sector ETFs Improve; Investors Now Betting on Economic Recovery

I think post #1 is saying (I'm 'channelling') is that the union ethos (obviously with compliant shortsighted management) made successful dermands that overran the ability of the underlying business to sustain them. Guessing the implication intended is that they (captial, management and labor) priced themselves out of the market by ignoring economics. I don't maintain that position as necessary and sufficient for the result apparent.
Jan 04 12:26 pm |Rating: 0 0 |Link to Comment |View article
Don't Be Scammed by Madoff Investor Sob Stories

I'm sure there are many "non-" and "pseudo-" sophisticates yet far from venal who were gutted in the debacle. However, for those whose myopia caused them to be the "Judas Goat" for so many, it boggles the mind that they could still enable the alchemist in possession of the "Philosophers' Stone."
Jan 04 11:50 am |Rating: 0 0 |Link to Comment |View article
Cleantech's Solar Conundrum

"Pilot plants and research funding certainly but don't expect money to help raise capital for IPOs." Perhaps not, but in the brave new world of the spreading of wealth and capital with governmental capitalization triage who knows what wonders will come to pass.
Jan 04 11:31 am |Rating: 0 0 |Link to Comment |View article
Environmentalism May Face Major Setback in 2009

A sound commentary on the potential for backsliding in the environmental sustainability front. Those benighted souls freezing in the dark don't realize that those of us who are wiser and warmer have their interests at heart.
Jan 03 11:47 am |Rating: +1 -1 |Link to Comment |View article
Alternative Energy Storage Stocks: Review and Outlook

Thank you to John and all the posters here. John's articles are consistently informative and elicit the most informed comments and inquiries of any of the threads where I lurk. A propsperous New Year to all.
Jan 01 11:43 am |Rating: +1 0 |Link to Comment |View article
Best High Yield Dividend Stocks for 2009

Bet the fellows who don't look both ways when approaching a green light are too risk averse to buy steady yielding but slow growing stocks, yet are in cash at .5%.
Dec 31 15:20 pm |Rating: +3 0 |Link to Comment |View article
Gazprom: Feeling the Pain

Government and attendants are always a growth industry. You can bet, even in diminishing revenue, the resorts are well employed.
Dec 31 15:01 pm |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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