capgain
Location:
Godfrey, Illinois
Bio: Metallurgist, copper, brass
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capgain
$BAC was found to need well in excess of $10bn, people familiar with the matter said. --FT http://tinyurl.com/dm3td7
May. 3 at 10:42 PM
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capgain
with Chrysler closing down plants and supply chain doing same - and GM to follow - $UNG going lower, much lower.
May. 3 at 10:22 PM
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$$ absolute dog portfolio up collectively 60% (range 21% to 206%) since 3/9. $DOV $EP $FTR $LM $PCL $COL $TSP $WDC $XL
May. 1 at 9:57 PM
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$$ mid/large cap stocks with neg rev growth in cur FY and nxt FY and 2+ consec qtrs neg earnings: $DOV $EP $FTR $LM $PCL $COL $TSP $WDC $XL
May. 1 at 9:53 PM
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@FLYINGTARPON $VTA fund performance data available at http://tinyurl.com/dg6r5o
Apr. 28 at 12:50 AM
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@FLYINGTARPON $VTA default rate 7.69% LTM as of Mar, double from 3.48% in Oct-08 and risen every month since; high yield may not cover NPLs.
Apr. 28 at 12:44 AM
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Volcker said for better or for worse the Federal Reserve Act is going to be reviewed. Goodbye easy money. http://tinyurl.com/ckbopy $FAZ
Apr. 19 at 2:28 PM
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consumer demand for debt is gone; DSR near all-time high; denom getting smaller due to wage/tax pressure; still overcapcity in finance. $FAZ
Apr. 19 at 1:56 PM
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huge overcapacity in finance...$FAZ...america sick of debt
Apr. 19 at 1:36 PM
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$FAZ before Geither opens mouth 21-Apr
Apr. 19 at 10:13 AM
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@kunal00 factories are shut down completely and the ones open are only working 4 days a week. not positive for $UNG
Apr. 12 at 6:49 PM
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$TNDM = recession driven growth, $HANS = debt free non-cyclical, $MYGN = growth in genetics, + 40% cash $$
Apr. 12 at 6:39 PM
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market has priced in execution risk for $CSCO before $JAVA deal even announced
Apr. 11 at 2:54 PM
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@TropicsZ4 Barrons pumps $CSCO shares as deal for $JAVA looms
Apr. 11 at 2:51 PM
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@Bboarder4 cover $APOL short when charges filed against execs...http://tinyurl.com/absphn
Apr. 11 at 2:05 PM
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@nakedwaterskier If it's any help, factories that ARE open are EMPTY. $UNG is cheap for a reason called excess supply.
Apr. 11 at 11:54 AM
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Rally just started and $GS already selling. Race is on. March jawboning and FASB rule change were fertilizer for share offerings. $FAZ
Apr. 11 at 11:48 AM
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@bofabanker ignore hindsight bias; look to future...$IBM simply interferred with $CSCO buy of $JAVA; raised price and drug out
Apr. 7 at 7:57 AM
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@bofabanker $JAVA looking good as spec play
Apr. 7 at 7:38 AM
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did $CSCO force IBM's hand? was IBM just trying to run up price for CSCO?
Apr. 7 at 6:06 AM
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$4B debt offering on 9-Feb $CSCO says will use "...to expand into areas where it hasn't historically competed." http://tinyurl.com/d5uu42
Apr. 7 at 6:04 AM
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$CSCO laying in the weeds for $JAVA acquisition?
Apr. 7 at 5:58 AM
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@bofabanker no commercial bank bidders for Fed's TSLF last week, first time since facility established http://tinyurl.com/dxbebw $FAS
Apr. 6 at 8:04 AM
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@beanieville $JAVA must be valuing itself on mark-to-model
Apr. 5 at 7:46 PM
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@ghawi weak open, strong finish...surely $JAVA doesn't want to repeat $YHOO hack job
Apr. 5 at 7:31 PM
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@ ec1o @avcacio would buy NEITHER $FAS nor $FAZ until capacity removed from system, need to see more banks go down
Apr. 5 at 7:20 PM
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@ec1o ousting CEOs is pandering to populace; upward sloping yield curve and tighter lending standards is catalyst for $FAS
Apr. 5 at 7:07 PM
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@Longhorn_Inc $CSCO bid for $JAVA would be one way to put $IBM on its heels as Cisco enters server market http://tinyurl.com/8snkoh
Apr. 5 at 6:58 PM
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@jweaving so if $ACH breaks support goes to 8.00, you buy more and hold till...?
Apr. 5 at 6:41 PM
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@Longhorn_Inc how about a $CSCO bid for $JAVA ?
Apr. 5 at 6:30 PM
