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    • Sun Aug 24th 10:45 AM | Rating: 0 0
      Commented on:
      Fannie and Freddie Can't Sell Their Debt
      "switches" or swaps are pretty common - an investor who already owns the debt picks up a little yield for the new issue over the old. Same credit and interest rate risk, more yield. The old debt that they swapped out of still has to be sold by the bank anyway - not like it just vanishes. So who's the bank selling the old issue to? Fannie and Freddie are not redeeming and the bank is likely not taking the risk on its balance sheet so stands to reason someone is buying the old debt as well.
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    • Thu May 3rd 08:02 AM | Rating: 0 0
      Commented on:
      Why Dendreon's Provenge Must Be Approved
      should say great product NOT EQUAL to great stock.
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    • Thu May 3rd 08:01 AM | Rating: 0 0
      Commented on:
      Why Dendreon's Provenge Must Be Approved
      dont forget about the shelf they need to sell and the fact that they are burning cash. great product great stock. this is a bubble about to burst on ya. target price: $1.50
      View article »
    • Sat Mar 31st 08:11 AM | Rating: 0 0
      Commented on:
      Standard Pacific's Book Value Impairment Scenario
      A lot of attention on price to book but what people really need to focus on is cashflow and liquidity. some of these homebuilders are in a death spiral of negative cashflow, with potential inventory writedowns that will trigger a liquidity crunch. the cycle hits bottom when someone's bankrupt.
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    • Fri Nov 24th 22:14 PM | Rating: 0 0
      Commented on:
      Clearing Up The Picture on Syntax-Brillian
      yeah, blah blah blah. keep trashing the stock while shorties are still getting squeezed.
      View article »
    • Thu Nov 16th 22:49 PM | Rating: 0 0
      Commented on:
      Brillian-Syntax: At Low End of Market at the Wrong Time
      chart and volume says shorties are getting squeezed!
      View article »
    • Fri Oct 6th 09:12 AM | Rating: 0 0
      Commented on:
      Metals and Mining: Blast Off!
      Metals and miners are not created equal. While the long term supply/demand for some metals might remain, lower energy prices will be more than offset by increasing labor costs as labor looks to get a piece of the action (as the recent strikes show). Moreover, the housing slump in the U.S. is going to kill demand for copper (whose demand is principally driven by residential construction). Moreover, China is actively working to cool the red hot construction market not only with monetary policy but by firing regional govenors who fail to slow projects.

      The 1-2 punch of increasing labor costs and slumping demand is going to drive companies like PD and PCU with 50% exposure to the U.S. market well below current levels.

      Commodities bulls are buying all metals and miners alike - just based on news of OPEC cutting oil supply - but we are now entering a phase of differentiation between margins and markets, miners and metals. There are some great long/short trades to be made by differentiating the propects of individual companies and markets against the backdrop of hedge funds who are all buying and selling the whole commodities stack en masse.
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    • Sat Aug 26th 17:17 PM | Rating: 0 0
      Commented on:
      Launch of “Salesforce for Google AdWords” Demonstrates the Power of AppExchange
      Saleforce.com may indeed be able to grow the top line as fast or faster than forecasted but that still does not bode well for the stock price. At more than 50x free cash flow, this stock is a dog. Combined with the trailing PE of 210, and near free-for-all insider selling, it looks like a dot-com bubble stock from a bygone era. Maybe its a great company but the stock is a clear sell, maybe even a short.
      View article »
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