-
Bookkeeping: Weekly Changes to Fund Positions Year 4, Week 5
Tuesday, September 7, 2010 - 8:07am | 2274Year 4, Week 5 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 71.4% (v 71.0% last week) 24 long bias: 28.3% (v 20.7% last week) 2 short bias: 0.3% (v 8.3% last week) 26 positions (vs 25 last week)...
-
TWC Reaches Agreement with Disney - Analyst Blog
Monday, September 6, 2010 - 11:09am | 622Time Warner Cable Inc (TWC) entered into a new expanded programming deal with Walt Disney Co (DIS) to provide programs from ABC Family, Disney Channel, Disney XD, ESPN, ESPN2, ESPNEWS, ESPNU, ESPN Classic, ESPN Deportes and SOAPnet, as well as a handful of Disney-owned ABC affiliates, including...
-
Netflix Has A Bull’s Eye on Its Back (NFLX, CSTR, AMZN)
Friday, September 3, 2010 - 12:44pm | 304Netflix Inc. (NASDAQ: NFLX), one of the darlings of Wall Street over the past few months, seems to have a bull’s eye on its back all of a sudden. While the online and direct mail movie subscription company has, more or less, had its business model to itself for the past few years, several companies...
-
Bookkeeping: Some Sales
Friday, September 3, 2010 - 10:40am | 611I said I'd be looking to add some long exposure but that does not mean I am not going to sell some as well; what I want to do is sell some of the overextended names and buy some things that are not so overbought. This way I can keep a decent long bias, but just change the mix of names &...
-
[The Options Whisper] NetFlix Trading Idea (NFLX)
Thursday, September 2, 2010 - 5:02pm | 99With Netflix (NASDAQ: NFLX) near 52 highs once gain a juncture has been reached. Strangling the 130/140 level of the stock is a way to play a double top scenario as well as new all time highs. This an expensive trade, though are you controlling a great deal of a high priced stock. Trade Idea Buy 1...
-
NetFlix Trading Idea (NFLX)
Thursday, September 2, 2010 - 2:59pm | 80With Netflix (NASDAQ: NFLX) near 52 highs once gain a juncture has been reached. Strangling the 130/140 level of the stock is a way to play a double top scenario as well as new all time highs. This an expensive trade, though are you controlling a great deal of a high priced stock. Trade Idea Buy 1...
-
Apple's New Pie, Old Recipe - Analyst Blog
Thursday, September 2, 2010 - 2:39pm | 1941Apple Inc. (AAPL) refreshed its iPod line, introducing new features to the iPod Touch, iPod Nano and iPod Shuffle at its event held in San Francisco yesterday. Apple also introduced iTunes 10 with Ping (quite unexpectedly), a social networking feature that enables users to follow, comment and...
-
Bookkeeping: Selling 30% of Amazon.com (AMZN) as Whispers Surface of Netflix (NFLX) Competition
Thursday, September 2, 2010 - 11:20am | 546In the market that makes no sense, Netflix (NFLX) announces an agreement with Apple (AAPL)... and then stories surface of Amazon.com (AMZN) an creating a Netflix streaming competitor. But as long as Chinese PMI and US ISM is positive, who cares... everyone can win (both stocks rally!) just like in...
-
Expedia Strength May Be Attributable To DOJ Looking At GOOG/ITA Deal
Thursday, September 2, 2010 - 10:40am | 46Expedia (Nasdaq: EXPE) strength may be attributable to the Department of Justice looking into the Google (Nasdaq: GOOG) ITA deal. Expedia is trading up 3.72% currently in basically a flat market.
-
Jobs Continues To Surprise At Apple Event
Thursday, September 2, 2010 - 8:27am | 186Apple's (NASDAQ: AAPL) Steve Jobs introduced a refreshed line of iPods, Apple TV, a rejuvenated version of iTunes as well as iOS 4.1. According to a Deutsche Bank Report, the event mainly in line with expectations. Based on valuation, the shares are rated a Buy. Highlights from the iPod...
-
Another E-Book Price Cut and Songs for Charity
Thursday, September 2, 2010 - 6:52am | 299Borders follows Amazon’s lead and some handhelds are shrinking...their prices. Snow bunnies have their very own app this year and Nissan is taking orders for its new green car. NASA wants to show you some intergalactic pix. And download good songs for a great cause. E-Books for Cheap OnSale told...
-
Short Covering -- Bad News Was Priced In 09-01-2010
Wednesday, September 1, 2010 - 7:23pm | 772Cusick's Corner The market rallied in part from some overseas gains, better-than-expected August ISM Index (manufacturing up), plus short covering of positions previously made against the market. As stated in the Midday, some shorts were feeling like they were in front of a moving train, about to...
-
Akamai's Streaming Success
Wednesday, September 1, 2010 - 4:51pm | 157Netflix (NASDAQ: NFLX) has been a huge success even before the Cambridge based company began streaming live video over the web. Since beginning streaming movie and TV shows via the web Netflix continues to gain momentum. User no longer have to wait days to view their movies with this new...
-
Deutsche Bank Out With Potential Additions To S&P 500 (WLT, ASH, BWA, JEF, CXO)
Wednesday, September 1, 2010 - 3:46pm | 429Deutsche Bank is out with its report on company's it speculates could be added to the S&P 500 index. It posts a list of 25 companies, and the newest additions are Walter Energy (NYSE: WLT), Ashland (NYSE: ASH), which both made it to the top 10 of the list. BorgWarner (NYSE: BWA), Jefferies...
-
Netflix Surging On Apple News (NFLX)
Wednesday, September 1, 2010 - 2:20pm | 113There was some activity in Netflix (NASDAQ: NFLX) yesterday in the after hours as traders speculated about a relationship between Apple (NASDAQ: AAPL) and the company with regard to a new AppleTV. Those rumors have been proven to be true, as Steve Jobs did indeed unveil a new AppleTV which will...