Chesapeake (CHK +2.6%) shares rally into the close on a Bloomberg report that Carl Icahn has purchased at least a 4% stake in the company. Note that the latest quarterly disclosure of Icahn's holdings showed no CHK shares; he had reported a 5.8% stake in Dec. 2010. [View news story]
I am not running after this - there are better companies in the US in that business. Many actually. I own KOG and AXAS (small) but one could buy EOG, CLR, WLL, NFX etc. etc. instead.
Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers. [View news story]
Do I read WPRT somewhere here? The WM trucks are equipped with WPRT engines. Not sure about Ryder.
An increasing number of forecasters in Reuters' monthly survey expect Brent crude to average less than $100/bbl next year thanks to Europe’s debt crisis, slowing Chinese economic growth and a possible resolution of the Iranian nuclear crisis. Macroeconomic risk from Europe will need to fade before crude oil market fundamentals dominate pricing again, says one. [View news story]
That thing with Iran kind of failed today btw. No word about that I guess.
Jim Cramer's 6 Favorite Stock Recommendations [View article]
I still like GLW but you are correct that there must be some sort of amnesia going around - the author is a classical case study in that Cramerica amnesia forgetting all the suggested mega-losers.
Jim Cramer's 6 Favorite Stock Recommendations [View article]
I am very surprised CHK and BTU are not in the list anymore. I remember the "coal super-cycle" and "this company can double!" in this context. AAPL he recommended to sell after earnings (when it was in the 400 range) - I bought. But ok, we all do mistakes - but at least mine are not in the face of millions of people.
Peter Lynch had the theory Mondays are typically bad for stocks because the weekend just gives the worrywarts time to worry. Eddy Elfenbein puts the idea to the test and finds the S&P is off 8.23% for all the combined Mondays since April 15, 2011. Tuesdays: The S&P has gained 20.05%. [View news story]
I do not think value investing and companies like FB go together. But FB certainly has at least the potential of a CRM or LNKD to make money. They are a DOMINATOR in the internet space and GOOG will fear them. That is why the GOOG CEO is already out there sharp shooting - pissing in his pants. Short term the company is overvalued but long-term they have 250 million users and all their information. How much profit doe MCD make, 5.6 billion? Piece of cake for a FB in 5 years or less.
OK, I went full force here but this is really getting to bearish. Everyone now seems to be able to value FB - LMAO. Really, I think $30 + DOMINATION premium is probably just fine.
Facebook Is A Buy ... If It Can Fall To $10 [View article]
Very short sighted. You really think that the #1 Leader in Social networking can not capitalize 250 million users somehow? LOL. Thus far they haven't even started but they could add services on.
Anyhow, FB offers the most target selective advertisement tools ever. Not that I like their spying but that is what FB is all about.
Chesapeake (CHK +2.6%) shares rally into the close on a Bloomberg report that Carl Icahn has purchased at least a 4% stake in the company. Note that the latest quarterly disclosure of Icahn's holdings showed no CHK shares; he had reported a 5.8% stake in Dec. 2010. [View news story]
Why Baidu Could Jump $50 By Next Summer [View article]
Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers. [View news story]
An increasing number of forecasters in Reuters' monthly survey expect Brent crude to average less than $100/bbl next year thanks to Europe’s debt crisis, slowing Chinese economic growth and a possible resolution of the Iranian nuclear crisis. Macroeconomic risk from Europe will need to fade before crude oil market fundamentals dominate pricing again, says one. [View news story]
Jim Cramer's 6 Favorite Stock Recommendations [View article]
10 Reasons To Short Facebook [View article]
Jim Cramer's 6 Favorite Stock Recommendations [View article]
Latin America Funds Poised To Outperform [View article]
Not Enough Panic? [View article]
Keep waiting :). I am long for a long time for a long time US stocks.
Peter Lynch had the theory Mondays are typically bad for stocks because the weekend just gives the worrywarts time to worry. Eddy Elfenbein puts the idea to the test and finds the S&P is off 8.23% for all the combined Mondays since April 15, 2011. Tuesdays: The S&P has gained 20.05%. [View news story]
Don't Panic Over Facebook Just Yet [View article]
Happy shorting - I like to see things like WPRT yesterday.
Don't Panic Over Facebook Just Yet [View article]
OK, I went full force here but this is really getting to bearish. Everyone now seems to be able to value FB - LMAO. Really, I think $30 + DOMINATION premium is probably just fine.
Facebook Is A Buy ... If It Can Fall To $10 [View article]
Anyhow, FB offers the most target selective advertisement tools ever. Not that I like their spying but that is what FB is all about.
Bakken Update: Another Chance At Kodiak [View article]
Bakken Update: Another Chance At Kodiak [View article]