SubscribeSunday Fun: Slam-Job Extraordinaire; Kindle Versus the Nook
December 20, 2009
If there was ever a more direct attack on a product or a one sided review, I am not sure I recall seeing it. This is just simply an outright slam of Barnes & Noble’s (BKS) Nook electronic book reader. Pogue clearly prefers Amazon’s (AMZN) Kindle, without Read more
Potash (POT) – Crashing Down From Its High (SHORT IDEA)
December 18, 2009
This has been a volatile sector with hopes for a recovery in prices once again smashed. Just today, Potash (POT) was downgraded to “Sell” from “Hold” at Soleil Securities by equity analyst Mark Gulley. He put the 12-month target price is $85.00 per share. Much of that was based on the recent news that price cuts are persistent in order to win contracts from the greatest consumers.
Analyst Recommendations: Buys : 12 Holds: 11 Sells: 3.
We discussed the potential for the sector to benefit after K+S was no longer a competitor, providing reason to cover our short position for clients. The original short discussion was covered HERE and now it appears that Read more
Economics We are Watching – Leading and Philly
December 18, 2009
Confirming the non-confirmation signals for a robust, but stable recovery (Speaking like an economist, switching gears now)…
Leading indicators have been making lower highs of late but still showing some legs as the economic recovery takes hold. We continue to see some general evidence that the Read more
Video: For The First Time Obama’s Approval Under 50%
December 17, 2009
From the WSJ: Less than a year after Inauguration Day, support for the Democratic Party continues to slump, amid a difficult economy and a wave of public discontent, according to a new Wall Street Journal/NBC News poll. Read more
Housing Market Trends – 3 Different Views (KBH) (DHI)
December 17, 2009
If we look at the housing starts over a short period of time, we can see how numbers are looking better; of course from a LOW base. That is the perceived as good news as shown in headlines and in commentary from the bullish camp.
Housing stocks such as DR Horton (DHI) and KB Homes (KBH) are doing well on the news as there is big hope that buyers are coming back into the market. There is definitely something to say about giving a big-fat tax credit to Read more
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