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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
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- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
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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
- 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
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- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
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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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Crazy Like a Bear (Stearns)
Crazy Like a Bear (Stearns)
Markets Look Set Up for an Ugly Fall
If you read past the article title, you would have seen the line that said: That said, unless we see intervention that is decisive and convincing by the Fed, a breakdown is inevitable. Earnings, news and recent policy has not done anything to support the averages. This time, we need to see a full-court press that is a unified effort between monetary policy and government initiatives. Anything less that a miraculous plan pulled from Lincoln’s hat will be met with negativity.
HELLO! People start reading the text, not the headline only!!!!!!
Apple and RIM Battle for the Corporate Mobile Market
Apple and RIM Battle for the Corporate Mobile Market
Not a fantasy at this point. Apple is sitting in a good position.
What Does the Future Hold for Sears Holdings?
I just had a chance to look over your Sears posts on SA. I have a question...How long does one stay bullish and when does it become a sinking ship that you you seem to be clinging to?
What would make you throw in the towel?
A
Walgreen: Attractive Valuation and Growth Story
I agree that WAG does not need to directly compete with WMT, but it should also recognize that there is a need to be creative and have more to offer.
There is a story about a small drug store that made its fortune by being creative. It sold very cheap tuna fish by the can and put it by the back register/pharmacy. There was always a long line at the pharmacy and everyone that came in thought it to be the pace to buy their prescriptions. So it grew and grew. The truth was that it was all about merchandising and not cost.
WAG needs to think about that story and realize that they are not just a more convenient clone of WMT (which they are not) Same with investors.... WAG is a convenience store, one of the last corner pharmacies (loosely)...
WAG could be a good growth story in the absence of political weight killing phara prices and ridiculous FDA oversight that is killing the entire extended industry. I still wonder with all of this, what WAG has up its sleeve to compete and profit.
Rambling....Sorry
www.thediscplinedinves...
eBay On Its Way To $10?
Thanks, I knew you would understand...
eBay On Its Way To $10?
Maybe a few more adjectives like, stupid or moron will take CROX back to even for you! If you do not like the info, turn the channel. :-( )
Sears Holdings' True Value
Too bad that emotions always get in the way of logic. Full article
www.thedisciplinedinve.../
Attractive Preferred Stocks for a Volatile Market
NO to new issues again my friend. Learned a hard lesson, which your name brand broker will never tell you. NO NO NO!
The rebound happened.. Try to buy discounts in the future....Not line the pockets of the broker...
Attractive Preferred Stocks for a Volatile Market
Yes, good catch on 2007/2008. It is 2008 that should be there. Still new to 2008 on check and obviously tables. I agree that the financials seem to rule this area and that is a concern. Yet what is very interesting is the fact that even though many of these have bounced around do the past few months, they have recently stabilized. In fact, even on the day of slaughter (aka 1/8/08) many of these were unaffected or went up.
Analises_Dad: Also, agree that quantumonline.com is great site for preferreds.
And to the points of Guest32224, yes, these are to be thought of as fixed income with the ability to trade in and out via the market. There may be some that have extraneous provisions, that is why you need to read the fine print with any fixed income and dividend paying investment.
Dogs of the Dow - 2008 Projection
Thanks for the comment, but what else do you want? The post was looking to identify the DOGS.... A simple strategy. The desire was to provide the list, not the strategy, that has been covered already by thousands of others. Quant theories do not require thought, that is the whole point. Have a good day.
Dendreon Soars on Alleged FDA Foul-Play
seekingalpha.com/artic...
Dendreon Soars on Alleged FDA Foul-Play
This is a sad situation. Politics and greed in front of human life. (not a new story)