Emerald

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    • Sun Nov 16th 13:50 PM | Rating: 0 0
      Commented on:
      Parsons Is a Poor Candidate for Chairman of Citigroup
      Parsons is definitely old guard. Citi needs new blood that can move quickly to reorganize the company.
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    • Thu Nov 13th 16:54 PM | Rating: 0 0
      Commented on:
      REITs Are Gold Mines on the Short Side
      A lot of the downside in REIT's has already happened. The apartment REIT in the index have already sold off substantially. Caveat emptor.
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    • Thu Nov 13th 12:01 PM | Rating: 0 0
      Commented on:
      Citi's Desperate Straits
      Felix writes a "social column" suitable for the financial tabloids without any financial analysis. Dick Parsons would be a disater given his track record. Citi is in deep trouble and could get out if it with better leadership. Cash flow and reserves will buy Citi time to work thrugh the extensive SIV's, etc. but they need more focus. Long "C"
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    • Wed Nov 12th 12:42 PM | Rating: 0 0
      Commented on:
      Treasuries and the U.S. Dollar: Twin Bubbles
      We are in a deflationary, debt destruction period for at least the next 12-18 months. Bonds are your best investment, not stocks. The only bond short is the 30 year, if any at all. Inflation will happen, but not for 2 years.
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    • Thu Nov 6th 11:21 AM | Rating: 0 0
      Commented on:
      Cramer's Lightning Round - JPMorgan: Best Bank in the World (11/4/08)
      What nonsense re JPM. Also, largest derivate book in the world. Value of book and exposure: No one knows!
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    • Sat Nov 1st 14:04 PM | Rating: 0 0
      Commented on:
      Bond Expert: Friday Outlook
      Copperbaron: You must be talking your own book. Yes, we can have a bear market rally followed by another downdraft in stocks. Eanings are not fully discounted and analysts are still too high on 2009 forecasts. We are still in a deflationary environment for the next six months. Once the fed's money has an impact, inflationary forces will start to impact the economy. Investment grade bonds and high yields are excellent investments now.
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    • Thu Oct 30th 10:50 AM | Rating: 0 0
      Commented on:
      15 More Thoughts on the Current Crisis
      David Martin has it right. Articles are now appearing that consumers will go back to their old driving habits now that the price of gasoline has declined. Look for exploding oil prices late next year as production declines in Venezuela and mexico accelerate. More oil wars ahead unless we invest in alternatives. Best stock ideas are energy stocks.
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    • Thu Oct 30th 10:31 AM | Rating: 0 0
      Commented on:
      CDS: The Less You Know, the Worse They Look
      Well put, jadziaman! It is more than just the "risk management" problems that companies ignored. They were gaming the system with substitute capital. Caveat Emptor.
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    • Thu Oct 30th 10:16 AM | Rating: 0 0
      Commented on:
      Cramer's Lightning Round - Who Needs Citi? (10/28/08)
      Jim says Bank of America is ok, even thought they hold the second largest derivatives book in the world. Right behind JPM. As Buffett said, "the ticking time bomb!".
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    • Sun Oct 26th 15:43 PM | Rating: 0 0
      Commented on:
      Upping the Stimulus Dosage
      Peter, it sounds good but, like John McCain, you don't say where to cut. The average American, Democrat or Republican, is not looking for the government to cut social security, medicare or medicaid. We can't easily cut interest on the national debt and can only slowly cut defense spending on economically draining wars that play right into extremists hands.. Since 70%+ of the federal budget is tied up in entitlements, veterans benefits, etc. what limited discretionary spending are you suggesting we cut? Earmarks are rounding errors. If citizens want all this, then they have to pay for it. Living on credit to get the next new car, new high def TV, iphone, etc. won't cut it. LCACM has it right. Yes, there is a great deal of wasteful government spending and more efficiency is desperately needed. We need a leader who can talk down consumer expectations over time, repay our national debt and "try" and reform government agencies and spending.
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    • Sat Oct 25th 18:03 PM | Rating: 0 0
      Commented on:
      People Still Have To Spend: Eleven Dividends for Even Conservative Investors
      MLP's should hold up well. I don't see activity in shipments of gas and oil declining to a point where pricing deteriorates. Most firms have multi year contracts. They need access to capital to expand but can hold the line for the near future in a weak economy. Long: EPD, TPP, KMP, LINE, BBEP, NGLS.
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    • Sat Oct 25th 17:52 PM | Rating: 0 0
      Commented on:
      Friday Options Update: MSFT, HBC, DWA, AGN, XLF, C, MS and VIX
      I don't see bankruptcy ahead for Citi, although they will limp along until 2010. Remember, the government is your partner at the preferred level. I agree, they need to cut their overhead more. Note: Long C.
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    • Wed Oct 22nd 10:54 AM | Rating: 0 0
      Commented on:
      Muni Bonds: Constructive in Current Portfolio Asset Allocation
      Well done, informative. Keep up the good work.
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    • Sun Oct 19th 17:10 PM | Rating: 0 0
      Commented on:
      Diageo: Best of Sin Stock Breed Offers a Spirited Market Position
      DEO has a wide moat through its excellent worldwide distribution network. Competitors lack this. Best of breed. Long:DEO
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    • Sun Oct 19th 16:31 PM | Rating: 0 0
      Commented on:
      Linn Energy: Walk the Line
      Agree with assessment. Long: LINE and added more two weeks ago.
      View article »
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