Archive for: March, 2011

Amazon (AMZN) Ambushes its Competitors with an Assault in the Cloud

As Google (GOOG: Charts, News, Offers), Microsoft (MSFT: Charts, News, Offers) and Apple (AAPL: Charts, News, Offers) fight for supremacy in cloud-based computing, silent threat Amazon (AMZN: Charts, News, Offers), long regarded as an online retailer and not a serious competitor in personal computing, has flanked its rivals with a full assault in the cloud. [...]

Nusbaum Positions for Q2: Bullish on Energy Producers, Avoiding Japan, EU, Munis

Roger Nusbaum submits: Roger Nusbaum is an Arizona-based financial advisor at Your Source Financial who builds and manages client portfolios using a mix of individual stocks and ETFs. Roger writes a popular blog, which focuses on ‘top down’ asset allocation. Roger is particularly focused on exchange-traded funds, risk management in portfolio building and investing in [...]

Cramer’s Stop Trading! Take a Longer Term Perspective, Goldman (3/30/11)

Miriam Metzinger submits: Stocks discussed on Jim Cramer’s Stop Trading! TV Segment, Wednesday March 30. PPG Industries (PPG), Honeywell (HON), Owens Corning (OC), Goldman Sachs (GS), Phillips Van-Heusen (PVH) PPG Industries (PPG) pre-announced an incredible 18% earnings beat and Cramer thinks PPG is a company that is doing everything right; keeping raw costs down, raising [...]

Cramer’s Lightning Round – MarkWest Energy Is For Real (3/30/11)

Miriam Metzinger submits: Stocks discussed on the Lightning Round session of Jim Cramer’s Mad Money TV Program, Wednesday March 30. Bullish Calls: MarkWest Energy (MWE), Kinder Morgan Partners (KMP), Energy Transfer Partners (ETP): “It’s a pipeline out of the Marcellus shale, what do you think? Of course it’s for real! That company is making money [...]

Cramer’s Mad Money – An Undiscovered Gold Stock (3/30/11)

Miriam Metzinger submits: Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Wednesday March 30. CEO Jeff Pontius, International Tower Hill Mines (THM) Will gold’s meteoric rise, those who want to buy gold stocks now seem to be late to the party. Cramer thinks with emerging market demand and scarcity value, [...]

China’s Mobile OS Wars: Rear-Guard Action or Savvy Chess Moves?

David Wolf submits: Last week Baidu (BIDU) confirmed that it has begun developing an operating system for smart phones. There was a lot to the announcement that invites comment, not least of which was Baidu CEO Robin Li’s remark that he wants to create a universal interface for all computing applications, and that the goal [...]

Hedge Funds That Like Cramer’s Stock Picks: March 29

Insider Monkey submits: On March 29, Jim Cramer continued analyzing Phillips-Van Heusen (PVH) and Nike (NKE). He is bullish about both PVH and Ralph Lauren (RL). Cramer thinks RL and PVH are in control of their destinies. He doesn’t think Nike has a smart management team, which didn’t act on high raw material prices. Cramer [...]

Long-Term Investing Strategies: Global Demographic Trends

Money Morning submits: By Larry D. Spears If you’ve been an investor for more than a few months, you’ve almost certainly heard the adage “the trend is your friend.” This bit of wisdom has been proven correct so often that it has assumed a place as a universally accepted stock market “rule.” Most of us [...]

The Impending Collapse of the Gold Bubble

ChartProphet submit: By analyzing the reasons behind gold’s surge; presenting the relevant fundamental stories, projections, and catalysts; studying the price action, supply and demand factors, and technical levels; and pointing out the extreme and very unsettling psychological forces currently involved in the gold theme – we will explain why the herd-like behavior and highly speculative [...]

Better Commodity and Emerging Market ETFs – the ISE’s Indexing Strategy

Mark Abssy submits: Mark Abssy is the Index & ETF Manager for the International Securities Exchange. In this capacity, Mark is responsible for all phases in the development of innovative tradable products from concept to commercial launch. Prior to joining ISE, Mark has held various product management positions at Morgan Stanley Investment Management, Fidelity Investments [...]