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Jeffrey Lin

Jeffrey Lin is a graduate of Harvey Mudd College with degrees in Engineering and Mathematical Economics. While he is most fascinated by structural engineering, he has worked on a variety of projects from medical device design to aerospace component testing and design. On his FlyboysFund blog, he hopes to use his engineering background to analyze industrial stocks such as engineering & construction, oil service, machinery, and mining as well as stocks in technology.

Visit his site: FlyboysFund

Jeffrey Lin's Latest Articles

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Rolling with the Transports: Rail and Truckers
on Sep 02, 2008 about UNP, YRCW, IYT
Mining Giants: The Plot Thickens
on Aug 25, 2008 about AA, ACH, BHP
Tracking the Energy / Commodities Bounce
on Aug 21, 2008 about MDR, NUE
Investing in Infrastructure
on Aug 01, 2008 about ABB, SPW, BGC
Is China's Olympics Vacation Affecting Commodities Markets?
on Jul 26, 2008 about XLF
Yikes, But Duh: Housing Bottom Could Be Two Years Off
on Jul 21, 2008 about C
ABB / Kuhlman: Sweetspot for the Power Grid
on Jul 16, 2008 about ABB
Transocean's New Contract an Antidote to Oil's Volatility
on Jul 10, 2008 about RIG
Precision Castparts: An Abandoned Growth Story, Part II
on Jun 20, 2008 about PCP
Precision Castparts: an Abandoned Growth Story, Part I
on Jun 17, 2008 about PCP
It's Not Too Late to Buy Coal
on Jun 06, 2008 about BTU, ACI, JOYG
How Not To Trade the Chinese Earthquake
on May 22, 2008 about GSC, GSG
A Look at ABB's Picture-Perfect Quarter
on Apr 25, 2008
Industrials Look Strong in Spite of GE
on Apr 22, 2008 about CAT, GE, ETN
Eaton Scores First for Industrials
on Apr 16, 2008 about ETN
With Oil Service, Engineering and Construction, McDermott is an Ideal Hybrid
on Apr 02, 2008 about MDR
ABB Poised to Cherry Pick Businesses Off of Siemens
on Mar 31, 2008 about ABB
Southern Copper Rises with the Commodities Bull Cycle
on Feb 28, 2008 about PCU, FCX
Banks Worth Next to Nothing, Bernanke Has No Solution
on Jan 22, 2008 about QQQQ, SPY, DIA
Will Corning's Momentum Keep Pace in a Recession?
on Jan 07, 2008
U.S. Steel a Strong Takeover Target
on Nov 28, 2007 about X
China Raises Oil Processing 12%: Who Will Benefit?
on Nov 15, 2007 about FLS, FWLT, JEC
Upside Expected on Manitowoc's Q3 Earnings
on Oct 30, 2007 about MTW
Weak Stainless Steel Demand Makes CVRD Dicey
on Oct 26, 2007 about RIO
Honeywell Not Hindered by Housing; Foster and Fluor Are Also Buys
on Oct 24, 2007 about CAT, FLR, ABB
GEO Group: Sentenced to Limited Gains, Federal Regulation
on Oct 11, 2007 about GEO
Honeywell Sweeter than Boeing During Dreamliner Delay
on Oct 11, 2007 about HON, BA
Brush Engineered Materials Does not Measure Up to Precision Castparts
on Oct 02, 2007 about PCP, BW
Crane Demand Lifts Manitowoc's Potential
on Sep 17, 2007 about MTW, TEX
Corning's New Fiber Will Light It Up
on Aug 28, 2007 about GLW
Fed Sets Up for Possible Rate Cut In September
on Aug 20, 2007
Akamai: No Longer Growing At Warp Speed
on Jul 31, 2007 about AKAM

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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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