At least one of my stocks is doing pretty well in this terrible, depressing market environment. Activision (NASDAQ: ATVI) hit a new 52-week high of $36.84 on Tuesday. It closed a little below that, but it was a great, high-volume day for the stock, one that saw the shares rise almost 5%.
Yes, with the Dow Jones index shedding 100 points, with every other stock in my portfolio in the red, including MFA (NYSE: MFA), which closed down to $6.66 -- the number of the beast, my
"Several factors point to a sustained rally through the election, and possibly longer." says Jim Stack, a leading money manager and newsletter advisor known for his "safety-first" strategy.
Here, in his the top performing InvesTech Market Analyst, he explains why he has turned cautiously more optimistic and offers a look at some new positions, including a fund run by the noted advisor Chuck Royce.
"Notably, our technical models have improved, with breadth stabilizing. In spite of lingering credit problems, the monetary climate is moderately favorable with the Fed pulling out every imaginable
Recap of CNBC's Fast Money, Thursday June 12.
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“Disband Quietly”: Yahoo (YHOO), Microsoft (MSFT), Google (GOOG)
Stocks were down on Thursday, partly on news of dashed hopes for a merger between Microsoft and Yahoo. While Yahoo blamed Microsoft for not accepting its terms, Finerman reminded viewers that she had said the best way to be long Microsoft is to short Yahoo. . Jeff Lindsay of Sanford Bernstein commented pressure is off Microsoft, and it will be interesting to see if Yahoo makes a deal with Google. Guy Adami thinks Yahoo might be a buy at the $22 mark, and Macke says
6/13 - "Microsoft Corp. (MSFT) was like a coiled spring waiting to pop as soon as the software maker received word that the Yahoo deal was officially dead...The companies have given three months to allow the feds to review the deal, so there is a small window of time if Microsoft does really want to pursue Yahoo, though it’s probably unlikely it does so."
"With the weight of a $44 billion dollar acquisition off its shoulders, Microsoft shares can now trade on the merits, and it’s safe to say that trading at 14x forward earnings is not fair value – that’s why fund managers have been accumul...
Recap of CNBC's Fast Money, Thursday June 5.
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Holy Dow: Wal-Mart (WMT)
Thursday saw a market-wide rally and with a triple-digit jump for the Dow on news of stronger consumer confidence. WMT reached a four-year high thanks to government stimulus checks. Guy Adami predicts the S&P 500 will surpass its point of resistance and reach 1410. Pete Najarian said the market-wide bullishness was “unbelieveable” and couldn’t account for it. Guy Adami pointed to record short interest in May, and says commodities and equities are coming back. Jeff Macke thinks investors are tired of bad news
Mister Softee, also known as Microsoft (MSFT) is no stranger to being in the news. The company was a high-profile suitor for Yahoo! but the internet company was too greedy and blew the deal. Microsoft decided to walk away and we think that is the best thing that could have happened to them.
Lost in the [...]
5/19 - "At first I thought WTF? Has Microsoft become that impotent? The scoop is that Microsoft would work with Yahoo in some type of joint venture involving search advertising. It makes you to wonder what they have in mind. Joint venture? Transaction? Is this not a bad way to get into the search advertising field?
I decided to walk the dogs and think hard about this deal and what Microsoft has in mind. Then it struck me, that this situation is eerily similar to something that happened way back."
"...in 1992 (Microsoft) decided to form a partnership with Sybase and created a Microsoft SQL...
5/21 - "So what will happen with Microsoft and Yahoo!? Which platform will they use? How will they combine their technologies? How much will that cost?
With MSFT shares (at) $28, you just gotta ask, "Why would you care?"
Microsoft has plenty of money, and keep in mind they are one of the few 'tech' companies that pays a dividend every quarter. Masters, never bet against Carl Icahn, he will get Yahoo sold and Microsoft will buy them, it's a done deal."
"The Xbox got a significant market boost following the April 29 release of "Grand Theft Auto IV," which had the hottest debut in the h...
"Socially Responsible Investing (SRI) is no longer relegated to a tiny corner of the investment landscape; indeed, according to the Social Investment Forum, SRI now accounts for $2.7 trillion, up more than 18% since 2005," says Chuck Carlson.
Here, the editor of The DRIP Investor offers five stock that both rank high for their social responsibility and also stand out based on more traditional earnings and valuation analysis.
Excerpt from Raymond James strategist Jeffrey Saut's latest essay:
As for investment positions, while some of our recommendations havebeen stopped-out (read: sold), due to our “sell discipline” designed tomanage the downside risk, others have done just fine. One that did okayuntil last Friday’s earnings “hairball” is Microsoft (MSFT). Wehave often spoken about MSFT since hearing its story (see previousmissives) from a particularly prescient portfolio manager [PM] at ourMarch institutional conference. At the time the shares were changinghands around $28. If participants followed our strategy
Yes Microsoft can and will do it. This stock is a buy today tomorrow and whenever. It's unknown merger with Yahoo will probably go through and this will only fuel the fire.
MSFT withdrew YHOO offer!!!
- Oh no - or oh yes?
Microsoft has walked away from YHOO offer - I don't think they're bluffin'
http://www.techcrunch.com/2008/05/03/breaking-micro
Trader who needs HELP!!
- Im looking for a Stock Pick Website. What are the most important things for me to look for? What makes a good Stock Pick site? What sort of content sho
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