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Why Health Reform Won't Distort the Insurance Business Model
Monday, August 17, 2009 - 5:46am | 111Sydney Williams submits: When it comes to health care reform, it seems the more likely that government will pass legislation, the more sanguine Wall Street gets that nothing will occur. Government-run health care? Won't happen. An evisceration of the private insurance business model? No way....
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What Kind of Market Rally Is This?
Monday, August 17, 2009 - 5:22am | 1147David Van Knapp submits:In two previous articles, “This Rally Is Sustainable” (May 13, 2009) and “This Rally Is Sustainable: Halftime Report" (July 22, 2009), I took the position that the stock market rally made sense and could well continue. These articles were not meant to be forecasts or...
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Weekly ETF Rewind: Markets Take a Breather
Sunday, August 16, 2009 - 9:29pm | 139Jeff Pietsch submits: Markets took a breather last week with the S&P500 (SPY) down about forty-one basis points. In fact, only the safety plays, such as Utilities (XLU), Consumer Staples (XLP), and Healthcare (XLV), were able to record slim advances. Complete Story »
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ETF Rewind - Week 33 (08/14/09)
Sunday, August 16, 2009 - 7:12pm | 294(Click Image to Enlarge/ Glossary) Markets took a breather last week with the S&P500 (SPY) down about forty-one basis points. In fact, only the safety plays, such as Utilities (XLU), Consumer Staples (XLP), and Healthcare (XLV), were able to record slim advances. Week Thirty-[edit: Four] of...
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Earnings Preview: 3 Companies That Could Surprise
Sunday, August 16, 2009 - 4:34pm | 207Zacks.com submits: A bunch of the retailers and a smattering of technology names are on tap this week as 110 companies are scheduled to report earnings. Dow components Home Depot (HD) and Hewlett Packard (HPQ) will join 20 other names from the S&P 500 including Target (TGT) and Agilent...
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Greenlight's Einhorn: Buying S&P 500 and General Electric Puts
Sunday, August 16, 2009 - 10:51am | 109Todd Sullivan submits: It would appear Einhorn is not a believer in the recent rally as he added puts in the S&P (SPY) and General Electric (GE) to his portfolio in the last quarter. Maybe this is why? From Bespoke Complete Story »
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CEF Weekly Review: Lazy, Hazy Summer
Sunday, August 16, 2009 - 10:35am | 156Joe Eqcome submits: The 13 closed end fund (CEF) types on average were up 0.3% for the week ending 8/14/09. The S&P 500, as measured by the SPDR S&P 500 ETF (SPY), registered a decline of 0.4%. On an aggregate, unweighted basis, the weekly price increase for 634 CEFs was also up 0.3%. The...
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Why Vodafone Is Mispriced
Sunday, August 16, 2009 - 10:18am | 82In a recent edition of Value Investor Insight, Ivory Capital's Curtis Macnguyen (pictured right) - with colleague Neil Chudgar - described why he believes Vodafone (VOD) is mispriced. Key excerpts follow: Walk through your specific equity investment case for Vodafone. Complete Story »
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New Bull Market Has Started - Did You Miss It? Me Too.
Sunday, August 16, 2009 - 9:02am | 137Dr. O submits: After the near-collapse of the US banking system, and the attendent freeze in the credit markets, and the multi-month crash in equity markets that took the S&P 500 from over 1500 to under 700, many still doubt the 5 month rally that has since ensued. They seem to be waiting for a...
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Garmin's Nuvifone: Why I Don't Expect It to Gain Much Traction
Sunday, August 16, 2009 - 8:58am | 192Julien Blin submits: Mobile LBS has become a common feature and a must have on many handsets. PND makers like Garmin (GRMN) are in a difficult situation and face fierce competition from handset vendors, which is one of the reasons why Garmin has built the Nuvifone, its first GPS-centric smartphone...
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The Art of Value Investing - An Interview with Guy Spier
Sunday, August 16, 2009 - 8:46am | 240The Manual of Ideas submits: Guy Spier of Aquamarine Capital is a noted value investor and speaker on investment management. Guy’s willingness to share his insights with fellow value investors reminds us of Buffett’s penchant for sharing his wisdom with those eager to benefit from it. Last November...
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What's Changing: Market's Status, Key Factors
Sunday, August 16, 2009 - 7:11am | 119John Furlan submits: Thanks very much to followers and for comments. Factors and ratings below are my opinion of the equity markets’ current views, the “market’s mind,” how it responds to changing expectations of key fundamentals, not my personal views of them. Markets are very dynamic, and risk...
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Start of the Shorting Season?
Sunday, August 16, 2009 - 5:36am | 128Peter Cooper submits: It was a bit uncanny when the Dow dropped suddenly on the opening Friday. It almost seemed that astrologers might be proven right after all in pointing to August 14th as an auspicious day for global stock markets. But if a crash did not follow, the markets did move low enough...
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MMX Announces 2Q09 Results
Friday, August 14, 2009 - 8:23pm | 164RIO DE JANEIRO, BRAZIL--(Marketwire - August 14, 2009) - MMX Mineração e Metálicos S.A. (BOVESPA: MMXM3) announces its 2Q09 Results. To access the complete Earnings Release, please click below: http://mmx.infoinvest.com.br/enu/1597/EarningsRelease2Q09_INGLES__08142009_final.pdf The Executive...
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MAG Silver Reports Second Quarter Financial Results
Friday, August 14, 2009 - 7:28pm | 1656VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 14, 2009) - MAG Silver Corp. (TSX:MAG)(NYSE Amex:MVG) ("MAG") announces the Company's unaudited financial results for the six month period ended June 30, 2009. For complete details of the Second Quarter Interim Financial Statements and Management's...