It’s All About Earnings
Tuesday, July 14, 2009 at 5:33 pm
Has no intention of paying back its TARP money.
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73 Responses to “It’s All About Earnings”Speak Your Mind
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FIG
Boss Tweed…sounds about right…full marks!
in some perverse way i think intel will help glw alot.kneale was the kid who got beat up alot and he hung out with girls in 6th. grade.he married staight but still gets male escorts when out of townthats what my sources are.odd yes.
Hey Fly,
What do you know about lithium battery companies and $2B worth of Department of Energy funding request scheduled to be granted sometime between July 15th and August 1st? HEV (recently partnered up with Volvo) and VLNC could benefit.
The current major players are almost all Asian firms that don’t have a good shot at the $2B simply because they are asian. GE and Johnson controls will get some money but they are so huge that it might not impact the stock price. 3M and Dow may also get some moohlah.
Also, how do you see battery companies and lithium producers playing into your smart phone portfolio?
What, no closing comments or tune today …. you must be trying to change things up but it could upset the natural order of things here @ iBC … risky business Fly.
again?? sucks man…….any traffic increase for IBC?
nothing
Have you been looking at battery companies and lithium producers / refiners as part of your 4g / smartphone investment strategy?
alien spaceship magicians have the best batteries.
heckler: no, but good point.
sqm?
Yknow, the buckets of crap thrown at me for getting in on GS at $89 and JPM at $16 was endless last year. “You’ll be jumping from a window of a tall building with your worthless bank stocks”, someone said.
Well, I guess I could make a golden parachute.
Yeah, SQM, FMC and ROC - ROC has a pretty high score in the PPT.
I’ve got a friend who worked at BHP and he surmises that it’s only a matter of time before BHP, CVRD, and Rio start trying to acquire global lithium assets, which will pump up the price. Lithium is the lightest metal, it doesn’t get any better as far as battery chemistry is concerned. Between cars, smartphones, and laptops, we could see shitload of growth in lithium-ion batteries regardless of the chemistry.
The growth may outstrip refining capacity for some time, which could pump the prices of Lithium Carbonate even higher.
Heck are there any smaller lithium players?
WLC, ALTI, MCI - could go bust or could sky rocket
As much as I think saying this is so gay, I have to say it:
FIG.
Nice call on GLW.
Nothing wrong with occassionally sounding ..a little Gay
Are you paying kneale to mention IBankCoin.com?
ATTN: FLY
CAN YOU PLEASE ADD $DDSS TO THE PPT?!?!?!
GOING IN FRONT OF THE FDA THIS FRIDAY
TIG, in a parallel universe.
Kneale just said he’s got another response to the “bloggers” tonight, this should be fun!
I think Wood is too eloquent for Dennis.
That iBC commercial is awesome, if I do say so myself.
Think Good Thoughts - http://www.youtube.com/watch?v=vy0PUQuwxxQ
I’d have to agree with you there Woodshedder. Unfortunately I am stuck with CNBC on the television all day at my job, and every time Dennis Kneale opens his mouth I want to press the mute button. Do you think his back is sore from having the CNBC puppet master’s hand lodged up there? Unbiased news. What happened to it? It’s no wonder Goldman Sachs makes so much money, they move markets with each statement they make. Maybe it’s time we all just buy up Goldman’s stock and let them run the country.
After some thought, I’ve decided I don’t like the attention. CNBC is trying to usurp the iBC community and the way cool vibe here.
As soon as we engage him, we lend credibility to him and his network. We elevate him to our level by dignifying his foolishness with a response. I know there is a term for this phenomenon, but I am really tired and can’t think of it.
Consider:
We are organic. They are corporate.
We have friends. They have advertisers.
We encourage and challenge each other. They pump and misrepresent information.
He’s definitely working an agenda for his own benefit. I’d leave it be, and disengage.
Been up for 36 hours. Goodnight all.
It’s been too long without….
http://www.rallymonkey.com/oldvideo.php
lol
recession over??????????
.who get credit??????????????
what fuck he is talking…shit man…shame on u Kneale
Just an update before I get back to working on a major win which I do not care to share with you all. I will be away for the next couple days. So here she be….
Dennis Kneale is nothing but a cum stained ass clown. When I walk to the CME each morning I tend to let out a call to Dennis Keale which resemble “Fuck you cum guzzling tranny clown!”. If you work down on the floor there you no doubt have heard this call.
This man is an ass grabbing TV queen that knows he is about to be shit canned by a 3rd rate network. He is “The” homo of all homos and would be ripe for a Progressive Insurance commercial. So to Dennis “I guzzle cum” Kneale, I spit at your homotry and wish you nothing but shit canning. Assclown…
+1
+2
you should hear gap when he’s in a bad mood
Shoot, these spamath questions are getting tough:
The volume in cubic centimeters of an oblate sphereoid with a diameter of 28.337′
PS don’t forget to copy your post. If you miss the question, your post is lost
Now I just do the math before the post
Fly,
Any idea what’s going on with the bombardment of spam in the RSS comments feeds?
I’m dieing ovah heah! ..
Dennis Kneale has lost his mind!!!!! Lock him up!!! Great ads for IBC
something to read, keeping with the theme of that Golden Slacks report.. here is an excerpt from a Citigroup software thing out tonight:
Software: 2H Playbook & Q2 Earnings Preview
Use Pull-Backs to Position for 2H Positive Seasonality
-Stock View — We recommend investors gradually increase exposure to high beta
names levered to a recovery, while keeping some balance in defensive sectors that
combine company-specific growth drivers. Our favorite software names for the
second half of 2009 include MSFT in large cap, MFE in mid-cap, and CNQR,
NUAN in small-cap. In addition, potential acquisition targets with dominant
franchises in their respective markets or otherwise attractive assets include: INFA,
OMTR, CTXS, RHT, NUAN, CRM, MFE, and CNQR. ….
F&#K ! This won’t help my ESV position:
The main rebel group in Nigeria’s Niger Delta is to observe a 60-day ceasefire in its attacks on the oil industry.
http://news.bbc.co.uk/2/hi/africa/8150965.stm
Bull shit.
still waiting for those new lows in july? thanks for sparking the next leg up. you are the ultimate contrarian indicator.
edit: surprised you can still post. i thought the spam prevention would stump you with simple addition.
get your math game ready. Soon iBankCoin will offer calculus questions as a firewall against the “internet idiot.”
Death by Math.
Heh heh, I like the poll tax idea better, but this’ll do.
____
Just no laplace transforms, for the love of god!
I heard Kneale went after Punyandy tonight. Anyone have the clip?
Been looking for it … no luck yet.
Yooz gize have found “common ground” haha …. ask him to post a copy of tonight’s blog video re StockTwits on Twitter … tell him yule post it here and I’m sure he’ll oblige … kinda “you scratch my back - I’ll scratch yerz”
Ha ha, good for iBC!
Have any of these mentions spiked pageviews?
zero increased traffic
i’m flattered. shocker, i missed it live.
It wouldn’t take 5 minutes of coding to defeat this sort of spam protection. There are programs to even figure out the funky alphanumeric (the ones with stretched and skewed combination of words and letters) captcha codes such as decaptcha.com.
Luckily, I haven’t seen anything like this spam protection scheme on a mass basis so it’s not worth the spammers time.
http://www.decaptcher.com
The other captcha was slowing down site.
Go on elance or other coders for hire site. A lot of jobs are geared towards creating spambots. There is no shortage of takers, especially in this economy.
I’m about 2/3 of the way through “The Snowball” by Alice Schroeder.
It is an incredible account of the life, outlook, and philosophy of Warren Buffet, last year the richest person in the world.
May I add for the history of myself, that my father dated the author of that book, Alice Schroeder, in highschool in Dallas.
Edit: the above mentioned fact has definitely not affected my investing success.
update: today I put in a limit order at 1.07, when I meant to put in 2.07. The order executed at 1.87, losing myself about 10% in 1 minute. anyone else make a stupid mistake like that ever?
hopefully though, I have more attention to detail when it comes to arming missiles. we’ll see!
I fear getting fucked on a market order, such as a glitch on the broker side.
Hammy:
I finished “The Snowball” 3 weeks ago.
I was disappointed that the author thought it necessary to include so much minutiae on WB. (Maybe she was getting paid by the word.)
After a while the stories about his kids and the first wife and their sorry lives grew tiresome. I had expected more detail about the business deals and less soap opera.
I once entered a stop market order about 3 bucks above my entry rather than below it. As soon as the entry order filled, the position stopped out. Didn’t lose very much, but the position went on to be a winner, and I wasn’t in it!
New Post up with Jackson updates, sorry for the slow posting lately — The Kid is back in the Picture.
_________
Ibankcoin.com users come from these countries:
* 76.6% United States
* 7.4% India
* 5.6% South Africa
* 3.1% Canada
//////////
interesting
citigroup tonight on:
ALTR: Buy. We advise clients to buy Altera ahead of the impending strength
in 4Q09. Beyond the near term, we are encouraged by the likelihood of
incremental wireless infrastructure builds as well as cyclical improvement in
down-trodden automotive and industrial verticals. We are raising our price
target to $22 from $21 on higher multiples, representing 30.5% expected return.
and some obvious ones…
GS: Reiterate Buy — We raise 2009 estimates from $13.50 to $15.80, raise 2010
from $14.50 to $15.00, and raise 2011 from $17.00 to $19.00. Raising TP to
$175 to account for higher estimates.
INTC: Reiterate Buy .. likely formed a new trading range $17-
$19, not dissimilar from TXN’s recent pattern. At the after market close price of
$18.02, Intel trades at 14.6x our new 2010 EPS, below the current market multiple
15.3x (S&P500). Driven by our expectation of improving margins, we raise our price
target for Intel to $23 from $21 .
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Zuckerman says its worse than we think:
http://online.wsj.com/article/SB124753066246235811.html
Zen - Thanks for the link.
Just wanted to see if I got the answer correct to the spam protection question.
It was hard.
I had to call up my college graduated kids for help.
Also, it didn’t seem like Calculus but more like Quantum Physics.
Dennis Kneale is annoying… he really sounds like another animated clown like Cramer with his overemphatic enunciation
The Bureau of Labor Statistics is like the weatherman.
They keep calling for sunny weather until it starts raining; then they simply change the “forcast”
CENX
Master Fly recommended shorting PAR… down 22% today.
Damn Fly!
Sold short COF at $25.29.
California bonds are officially junk.
Sold Some more Euro/Aussie right here.
So sad for those that didn’t follow yesterdays Daily Double on the BRCD July 8 calls.
5000 calls were for sale at a nickle yesterday. Not sure who bought them but they are sitting pretty today.
fish sticks?
Fly you thinking about getting back in FITB or no banks for you at this time?
OK people. Cat’s got your tongue. No bears or bulls?
The Expiration Week rally I called for last week has topped out.
Buy JULY out-of-the-money puts, and/or sell August at the money calls.