Phil G.

28 Comments

    • CBS Acquisition of CNET: Helpful to Both [view article]
      Yes, I think you're right Kevin. But I'm a bit surprised by the premium... CNET faces a lot of challenges these days in growing its business. May 15 09:31 AM
    • Yahoo Goes Scorched Earth [view article]
      Why do you say that Yahoo's greatest asset is search? Isn't its massive page views its greatest asset? Apr 10 06:57 AM
    • Payrolls Drop - And You Ain't Seen Nothin' Yet [view article]
      Hey, Kathy is bearish... there are plenty of optimists out there, but she's just putting her view out there alongside them. Bulls should take this into account. Apr 04 10:22 AM
    • The Music Biz: Something Important Is On The Horizon [view article]
      How do you think Apple is going to respond to this? Certainly they are aware of it... maybe the iPhone will be optimized to a streaming form of iTunes? Apr 04 09:40 AM
    • Meredith Whitney Threatens Severe Deflation For Your Portfolio [view article]
      I don't buy the conspiracy stuff, but I agree that Whitney's stature at present is way out of hand. For that part of this article, I thank you. Mar 28 09:10 AM
    • Should Wall Street Have Saved Itself? [view article]
      Boys will be boys, and all that?!
      So how did Goldman stay out of it, and stay insanely profitable?       Mar 27 03:24 PM
    • Raw Data Report: Family Restaurants [view article]
      Helpful data, thanks. Mar 27 01:29 PM
    • Should We Buy the PetroChina Stock Buffett Sold? [view article]
      Will probably meant to point to this page from the Jubak article:
      articles.moneycentral....

      And while price controls in China have had a deleterious affect on PTR recently (in one of its businesses, PTR buys crude at market, refines, then sells at retail with govt. price caps), I think Brand is still right to say that PTR should profit in the long run from inflated oil prices.       Mar 25 02:03 PM
    • Downey Financial on Shaky Ground [view article]
      Outstanding analysis, thanks. I'd be interested to hear a DSL long's take on these numbers. Mar 06 09:54 AM
    • Interactive Q&A: Joe Cross, President and CEO of Nanophase Technologies [view article]
      Hi, thanks for this opportunity. I'm trying to understand your competitive landscape better. Would you describe to me a typical customer, the type of product you supply, and what barriers to entry you have against competitors who may offer a similar product to that customer?

      Thanks, Phil       Mar 03 03:04 AM
    • Shorting the Homebuilders as Their Stocks Surge [view article]
      He says his fund shorted the ITB - that's an ETF. Feb 24 11:45 AM
    • GMO: Stocks Will Lag Historical Average for Next 7 Years [view article]
      I suppose they were referring to THEIR active management ;) Feb 21 02:12 PM
    • How Yahoo! Can Exit the Microsoft Bear Hug [view article]
      Great ideas from a web user's perspective, but don't think it's going to happen unfortunately... Feb 04 08:50 AM
    • Microsoft Offers To Buy Yahoo [view article]
      sure, it's been rumored for a long time. Feb 01 08:10 AM
    • Can eBay's New Fee Structure Fend Off Amazon? [view article]
      They clearly are competitors - if you need a used item, you can get it in either place, and these are the two leading players. There are other competitors too, of course... Jan 30 11:18 AM
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