1 284 Is there a shittier stock to trade from the long side around earnings than $AKAM? no matter what the # stock trades down. $$ Thu Feb 04 14:36:20 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8634175492 19075146 web AKAM Most interesting thing I learned yesterday..coal stocks $BUT, $ANR, $ACI are 90% correlated to oil prices, more than 2x nat gas corr. $$ Thu Feb 04 11:35:54 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8628652402 19075146 web ACI ANR @bondscoop is that $ADP payrolls comment, was that regarding the headline (1st #) or the adjusted numbers (2nd #s)? Wed Feb 03 13:00:05 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8586432242 19075146 web ADP @zippertheory if u like tar sands, look@ $APD <$60 (fair value $90 IMHO) it provides industrial gas to refine tar into movable oil. Tue Feb 02 15:51:12 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8547120226 19075146 web APD @infoarbitrage you may want to clarify what u mean by POS. In my world creating a POS is nothing to brag about unless ur $MSFT. Tue Feb 02 13:33:18 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8542246186 19075146 web MSFT @zippertheory my peak oil play is $FMC is 2nd largest lithium supplier ($ROC also a play), NI = 30% glass 30%Ag & 40% specialty. $$ Tue Feb 02 12:51:33 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8540954421 19075146 web FMC ROC @DanielRFeldman $GOOG biz strategy is about owning all of the info concerning how internet is used 2 sell more effective ads. They R Fri Jan 29 16:58:00 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8375149226 19075146 web GOOG @DanielRFeldman $GOOG acting in conj w/ State Dept which doesn't know how 2 handle breach of IT security. Testing uncharted diplomatic H2O. Fri Jan 29 16:53:08 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8374966386 19075146 web GOOG @zippertheory I don't if ZH posted this B4, but it is a good clip of Stiglitz pointing out the problems with GDP http://bit.ly/F3j9Y $$ Fri Jan 29 16:21:17 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8373733047 19075146 web $$ $HON, $BA, $LMT, $UTX big losers from the DoD QDR draft that was leaked. Tech $LLL look like big winners. Remaking US industrial base Thu Jan 28 17:27:51 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8330841637 19075146 web BA HON LLL LMT UTX @dasan I have no $$ in $MOT but if I recall the RAZR was unprofitable for the 1st year too. Dif now is that prod cycle is much shorter. Thu Jan 28 14:05:00 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8323514920 19075146 web MOT @jaltucher RE: what is the point of Davos? intellectual masturbation on a global scale! $$ Thu Jan 28 13:58:55 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8323301912 19075146 web RT@colleendebiase Oh Steve Jobs.... iPad? Seriously? How can Apple not have any women on its naming committee. $$ Wed Jan 27 18:35:52 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8288944400 19075146 web @ZipperTheory any feedback on rail parts? $WAB $GBX $TRN and partial via $AA $KMT $HSC (rails) $TKR (bearings) $JEC (const engineering). $$ Wed Jan 27 14:21:02 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8280528255 19075146 web AA GBX HSC JEC KMT TKR TRN WAB @ZipperTheory re: free range meat. It may be cheaper to buy a farm in Ireland than buy that stuff @ $WFMI. Wed Jan 27 13:20:17 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8278537394 19075146 web WFMI @wood83 u aren't suggesting Steve Jobs is human R U? He beat pancreatic cancer! he is a GOD, who is also guilty of securities fraud. $$ Tue Jan 26 21:35:06 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8251454144 19075146 web $YHOO guidance of $100 mil in 1Q10 (@midpoint) is $0.07 vs. $0.10 est. by my calc. Bartz trying to lower expectations. $$ Tue Jan 26 21:26:11 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8251148643 19075146 web YHOO @dasan $VZ said good things about Droid on call. Don't know what projections were & $MOT usually makes cash in the out Qs but good news. $$ Tue Jan 26 19:03:50 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8246450830 19075146 web MOT VZ I was on $JEC call 2day their strategy: Plan A) position for Gov't money. If DC has gridlock Plan B) ??? watch margins continue falling. $$ Tue Jan 26 19:00:33 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8246340103 19075146 web JEC Anyone else get the feeling that this Bernanke vote is setting up to be a vote of no-confidence for Obama? $$ Tue Jan 26 18:58:31 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8246270077 19075146 web @howardlindzon who would get the better deal on backdated $AAPL options Jobs or Jiabao? Tue Jan 26 18:57:16 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8246230131 19075146 web AAPL @johnwelshphd sold my $AAPL @ $125 but ability 2 monetize on-line content that others create is unparalleled. 1st music, next all media. Tue Jan 26 18:52:09 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8246064203 19075146 web AAPL Whose stock dropped faster today Tim Tebow or $WFT? Tue Jan 26 18:45:59 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8245864246 19075146 web WFT $GM sells Saab for $74 million! It was only 2 years ago $TTM paid $2B for jaguar/Landrover Tue Jan 26 18:44:52 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8245825864 19075146 web TTM $$ Hussman's insight is treasure. I made similar comments in my firm's 4Q commentary, but he connects the dots better http://bit.ly/6af29M Tue Jan 26 11:35:37 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8231938112 19075146 web When is $$aapl going to figure out the AppleTV thing so I can drop my cable? It is only a matter of time, but when? Mon Jan 25 21:50:37 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 8208388075 19075146 web AAPL $$ anyone know who makes the motion controller that $SNE just delayed? Natal from $MSFT will kill when launched, but PS3 w/ mc could b cool Wed Jan 20 13:15:35 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 7984800172 19075146 web MSFT SNE @moorehn @denniskneale ibanking/trading rev is a one time windfall, but AM profits (up 66% for $JPM) R real. Benefit of diversified model. Fri Jan 15 20:28:24 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 7800626760 19075146 web JPM $$ any1 else out there losing their health care b/c of the "Cadillac" tax? Great plan, 100% paid for by employer, will be cut. FU Obama/Cong Fri Jan 15 13:49:58 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 7787892763 19075146 web @aiki14 IMHO $JPM is in a sweet spot for 1 more Q B4 credit deteriorates in 2Q w/ withdrawal of Fed programs. $JPM ready 4 that rainy day. Fri Jan 15 12:32:06 +0000 2010 Honest_T http://a3.twimg.com/profile_images/111829545/Diaperman_normal.jpg 7785829579 19075146 web JPM