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TruffelPig

TruffelPig
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A, AA, AAPL, AATI, ABG, ABGOY.PK, ABT, ABX, ACAS, ACI, ACOM, ACTG, ADBE, ADDYY.PK, ADM, ADRU, AEG, AEM, AEP, AF, AFAM, AFCE, AFFX, AFFY, AG, AGF, AGG, AGNC, AGQ, AGU, AIQUY.PK, AIS, AKAM, AKRX, AKS, ALLT, ALPMF.PK, ALSK, ALTH, ALTI, ALTR, ALU, AMAT, AMD, AMED, AMGN, AMOV, AMPE, AMRI, AMRS, AMSC, AMZG.OB, AMZN, AN, AND, ANDE, ANR, AOL, AONE, APA, APC, APL, ARBA, ARGT, ARIA, ARMH, ARNA, ARQL, ARRY, ARW, ASTE, ASTM, ASTX, ASX, AT, ATLS, ATPG, ATRO, ATVI, AUNZ, AUTNF.PK, AUY, AVGN, AVGO, AVNR, AVP, AWAY, AWK, AXAHY.PK, AXAS, AXPW.OB, AYI, AZK, AZN, AZO, BA, BAC, BAL, BAS, BASFY.PK, BAYRY.PK, BBBB, BBBY, BBG, BBT, BBY, BCE, BCONQ.PK, BCSI, BDCO, BEXP, BGCP, BGS, BGZ, BHI, BHP, BIDU, BIG, BIIB, BIOD, BIOF, BIOS, BIP, BK, BKS, BLK, BMY, BND, BNO, BOE, BP, BPAX, BPI, BPOP, BRCM, BRK.A, BRK.B, BRLI, BSFT, BTE, BTU, BVTI.PK, BWA, BWC, BWEN, BWS, BYD, BYI, BZH, C, CA, CADX, CAFE, CAG, CAGC.PK, CAM, CANE, CAT, CBEH.PK, CBLI, CBS, CCJ, CCME, CCOI, CDE, CE, CEG, CEL, CELG, CELM.PK, CENX, CEO, CEPH, 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  • Mario Monti's insistence he can bring Germany around to acting in the EU's "common good" may rest on support from Merkel's domestic opposition parties, which are far more disposed to liability sharing. They believe they have the blueprint for such with a so-called European redemption fund floated back in November.  [View news story]
    Merkel is under pressure because she needs the opposition on the vote on the emergency fund. I think this is the compromise everyone will agree to because even Merkel understands that she won't be re-elected if growth stalls. Also, most likely we will see a great coalition between CDU and SPD because of the >10% of the Pirate party being opposed to pretty much anything.
    May 25 08:05 AM | Likes Like |Link to Comment
  • Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers.  [View news story]
    WPRT and CLNE are in range for starter positions. Add some on significant drops, sell some when they get ahead of themselves.
    May 25 08:01 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - 6 Value Traps To Avoid (5/24/12) [View article]
    MAKO shouldn't be there - excellent growth but Jimmy doesn't know. The punishment after earnings was a bit exaggerated by the steep run-up of the stock into earnings from 30 to 45 or so. Buying op right now.
    May 25 06:47 AM | Likes Like |Link to Comment
  • Chesapeake (CHK +2.6%) shares rally into the close on a Bloomberg report that Carl Icahn has purchased at least a 4% stake in the company. Note that the latest quarterly disclosure of Icahn's holdings showed no CHK shares; he had reported a 5.8% stake in Dec. 2010.  [View news story]
    I am not running after this - there are better companies in the US in that business. Many actually. I own KOG and AXAS (small) but one could buy EOG, CLR, WLL, NFX etc. etc. instead.
    May 24 08:07 PM | Likes Like |Link to Comment
  • Why Baidu Could Jump $50 By Next Summer [View article]
    I think BIDU is a best buy now. Cheap. AAPL too. I own both. 25% AAPL and 6% BIDU in my portfolio.
    May 24 06:56 PM | Likes Like |Link to Comment
  • Never before has the price gap between natural gas and diesel been so large, making trucks powered by natural gas an alluring option for company fleets. Examples: Waste Management (WM) says 80% of its truck purchases in coming years will be fueled by nat gas, and Ryder (R) is expanding its program of renting out nat gas trucks and is introducing them in clusters it operates for big retailers.  [View news story]
    Do I read WPRT somewhere here? The WM trucks are equipped with WPRT engines. Not sure about Ryder.
    May 24 06:31 PM | Likes Like |Link to Comment
  • An increasing number of forecasters in Reuters' monthly survey expect Brent crude to average less than $100/bbl next year thanks to Europe’s debt crisis, slowing Chinese economic growth and a possible resolution of the Iranian nuclear crisis. Macroeconomic risk from Europe will need to fade before crude oil market fundamentals dominate pricing again, says one.  [View news story]
    That thing with Iran kind of failed today btw. No word about that I guess.
    May 24 06:08 PM | Likes Like |Link to Comment
  • Jim Cramer's 6 Favorite Stock Recommendations [View article]
    I still like GLW but you are correct that there must be some sort of amnesia going around - the author is a classical case study in that Cramerica amnesia forgetting all the suggested mega-losers.
    May 24 01:08 PM | Likes Like |Link to Comment
  • 10 Reasons To Short Facebook [View article]
    Too many bears already - happy shorting, I am on the non-popular other side. I even let you borrow my shares.
    May 24 08:54 AM | Likes Like |Link to Comment
  • Jim Cramer's 6 Favorite Stock Recommendations [View article]
    I am very surprised CHK and BTU are not in the list anymore. I remember the "coal super-cycle" and "this company can double!" in this context. AAPL he recommended to sell after earnings (when it was in the 400 range) - I bought. But ok, we all do mistakes - but at least mine are not in the face of millions of people.
    May 24 08:43 AM | Likes Like |Link to Comment
  • Latin America Funds Poised To Outperform [View article]
    I am long MELI for that reason.
    May 24 08:39 AM | Likes Like |Link to Comment
  • Not Enough Panic? [View article]
    You do not always get violent reactions when you reach a bottom. In particular NOT when you mix up a normal correction with the bottom falling out.

    Keep waiting :). I am long for a long time for a long time US stocks.
    May 24 08:18 AM | 4 Likes Like |Link to Comment
  • Peter Lynch had the theory Mondays are typically bad for stocks because the weekend just gives the worrywarts time to worry. Eddy Elfenbein puts the idea to the test and finds the S&P is off 8.23% for all the combined Mondays since April 15, 2011. Tuesdays: The S&P has gained 20.05%.  [View news story]
    After a weekend in Vegas - LOL
    May 24 07:25 AM | Likes Like |Link to Comment
  • Don't Panic Over Facebook Just Yet [View article]
    AAPL IPGP WPRT MAKO KOG NOG COH NOV BAS LEI CGNX FB EMC ECYT SZYM BIDU DRL AXAS CLNE EXEL

    Happy shorting - I like to see things like WPRT yesterday.
    May 24 06:16 AM | Likes Like |Link to Comment
  • Don't Panic Over Facebook Just Yet [View article]
    I do not think value investing and companies like FB go together. But FB certainly has at least the potential of a CRM or LNKD to make money. They are a DOMINATOR in the internet space and GOOG will fear them. That is why the GOOG CEO is already out there sharp shooting - pissing in his pants. Short term the company is overvalued but long-term they have 250 million users and all their information. How much profit doe MCD make, 5.6 billion? Piece of cake for a FB in 5 years or less.

    OK, I went full force here but this is really getting to bearish. Everyone now seems to be able to value FB - LMAO. Really, I think $30 + DOMINATION premium is probably just fine.
    May 23 09:26 PM | Likes Like |Link to Comment
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