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- Perfect World Announces Share Repurchase Program
- Trader Mark submits: We don't currently own Perfect World PWRD because the market, in all its wisdom, has deemed that the youth of China will stop playing video games, because Americans can't pay their mortgages. Perfect logic. But on Monday, the company announced the type of stock buyback program we...
- External links 2008-10-15
- Warnings from the Shops and Shippers
- Trader Mark submits: Before the main story: yet another 4%+ day - the volatility right now is simply unprecedented... 6% daily swings is starting to be the new norm. Simply jaw dropping moves. ********************** by Trader Mark
- External links 2008-10-15
- Two Banks That Don't Need Handouts: PNC, BBT
- Trader Mark submits: PNC Financial PNC "missed" by more than BB&T BBT but the market has them both down 5% or so this morning. Even Wells Fargo WFC is down 7% today - miracle of miracles. Overall, two banks not needing government handouts (but I'm sure they'll...
- External links 2008-10-16
- Watching the Malls: As Goes Retail, So Go Communities Across America
- Trader Mark submits: Part and parcel with our "Pooring of America" theme is the credit bubble has resulted in overbuilding of too much retail - in just about every niche. We're way overbuilt - we build for a steroid-filled credit demand cycle. Unfortunately, as the U.S. has moved away from...
- External links 2008-10-18
- Icon - Even CROs with Decent Earnings Aren't Immune
- Trader Mark submits: It has been quite awe-inspiring to see even the safety sectors hit this badly - one of them should have been healthcare, but there has been no safety in this storm. I've stuck with contract research organization firms in general, despite eroding charts. Icon ICLR continues...
- External links 2008-10-21
- Emergent BioSolutions: Stellar Acting Stock
- Trader Mark submits: I asked readers last week if they had any stocks on their screens that fulfilled some criteria in this quite brutal marketI am curious on your watch lists and holdings if you technical types out there can find stocks over both their 50 and 200 day moving...
- External links 2008-10-22
- Linn Energy Offers Compelling Story and Valuation
- Trader Mark submits: A few readers have been sending me some great information/recommendations on energy royalty trusts, and I've been doing a lot of homework on the group. There is also another subset of companies which are energy related master limited partnerships which I only started doing homework on the...
- External links 2008-10-22
- Alliance Data Systems Beats Expectations Soundly
- Trader Mark submits: Remember we own Alliance Data Systems ADS for a non-financial, non-commodity (i.e. non correlated to the most controversial areas of the market), heavy buyback stock. [See: Starting New Position: Alliance Data Systems]. While these criteria have not protected the stock completely, it's done better than a lot...
- External links 2008-10-23
- Mechel: Glad I Got Out When I Did
- Trader Mark submits: Long-time readers will remember former holding Mechel MTL.... I just pulled up a quote and see it is hovering just over $4. Ouch. Russia has been among the worst stock markets this year, closing their market almost on a weekly basis now. Mr. Putin didn't help Mechel...
- External links 2008-10-27
- Will CF Industries Take Itself Private?
- Trader Mark submits: CF Industries CF is yet another fertilizer company whose valuation simply makes little sense. It reported stellar earnings Monday and was up 12% early Tuesday morning. That sounds exciting, except when you realize that takes it all the way back to Friday's pricing... which is the...
- External links 2008-10-29
- Ultrashort Emerging Markets Should Come with a Warning Label
- Trader Mark submits: Ultrashort Emerging Markets EEV should have a warning label on it; we were "fortunate" to have a 0.1% stake in it Wednesday but going back toWednesday 's discussion about how asset allocation is everything - just having this hedge on Wednesday alone can cost you nearly...
- External links 2008-10-30
- Sequenom Misses, but Who Cares?
- Trader Mark submits: Near term results for Sequenom SQNM are really a moot point as we're looking to mid 2009 forward on this story; the main issue in this new and not so improved environment is making sure young companies have cash to get them to the point where they...
- External links 2008-10-30
- After Smashing Earnings, Thoratec Actually Guides Up
- Trader Mark submits: As I expected, Thoratec THOR demolished earnings expectations as this quarter's sales came before the product recall of their heart device. What boggles me is they have the confidence to increase full year guidance. In full disclosure, I did not listen to the conference call nor do...
- External links 2008-10-30
- Investors Business Daily on NuVasive
- Trader Mark submits: Screening through charts of positions, there are a few names now back over their 20, 50, and 200 day moving averages - NuVasive NUVA is one. I don't see any news in particular but a nice article in Investors Business Daily from late October I thought...
- External links 2008-11-04
- Arcelor Mittal Cutting Production by 30%
- Trader Mark submits: Yesterday was an ugly day for earning reports - spent quite a long time reading through companies' reports from sectors across the spectrum, and it was one of the worst days I can ever remember. Bad news and pulled guidance everywhere. As we said in the spring,...
- External links 2008-11-06
- Perfect World, Energy Conversion Devices: Stocks to Consider
- Trader Mark submits: Although we are now in a time when fundamentals mean nothing, I'm still following along to see how companies are doing, so when an era of rationality returns and the casino action abates, we know what stocks we want to be back in. I sold both Perfect...
- External links 2008-11-11
- General Growth Properties Seems about to Join Its Tenants
- Trader Mark submits: I have to tell you there are fortunes to be made on the short side - we cannot short individual names but we've long said of all the REITs Real Estate Investment Trusts, the sub-sector I like the most (err, the least) are the mall focused due...
- External links 2008-11-11
- CNBC Europe: U.S. May Lose Its AAA Rating
- Trader Mark submits: I have to tell you the past half year I've spent a lot of time watching CNBC Europe since I'm waking up at all hours watching history play out [Sep 15: Historic Times] - many of the guests they have there are so far superior than...
- External links 2008-11-12
- Testing New Lows on the S&P?
- Trader Mark submits: As we entered the week, we were neutral on the short term direction of the market - certainly a 5% up move was as plausible as a 5% down move. However, this week thus far has made it increasingly clear we are going to test our mid...
- External links 2008-11-12
- REITs Are Gold Mines on the Short Side
- Trader Mark submits: Another day, another REIT implosion - these are simply gold mines for shorts. Commercial real estate is in serious trouble since as we keep saying we are just NOW entering the heart of the recession and many of these companies are already struggling - the lack of...
- External links 2008-11-12
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