Thoughts on Apple vs. Samsung trial
August 15, 2012apple,google,SamsungThe Insider Report
I doubt if the two companies will settle and my guess is that it goes to the jury next week. If someone blinks, it will be Samsung. After all the trial is in Apple's backyard and you know the last…
Notes from Enercom 2012
August 14, 2012oil,brent,natural gas,APA,APC,CLR,DAL,Enercom,UAL,WTIThe Insider Report
First of all men's suits are back in force. Everyone is wearing a suit. My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…
Analysis: Obama presidency great for stocks. Will it help him? - Yahoo! Finance
August 10, 2012Obama,stock marketThe Insider Report
Reuters - Barack Obama often gets slammed for his stewardship of the U.S. economy, but for stock investors, hes been one of the best presidents since World War Two.At 1,400, the S&P 500 on Friday…
This Chart Shows That The S&P 500 Can Do Well Even When Earnings Suck - Business Insider
August 8, 2012The Insider Report
CHART OF THE DAY: Stocks Often Rise When Earnings Are FallingMamta Badkar | Aug. 8, 2012, 10:05 AM | 524 | 1inShare2 EmailMore Investors have recently been pessimistic on the U.S. stock market and…
Something Shocking Is Coming to the McDonalds Menu - DailyFinance
August 7, 2012The Insider Report
Something Shocking Is Coming to the McDonalds Menu By Travis Hoium via Something Shocking Is Coming to the McDonalds Menu - DailyFinance. We love Big Mac at these price by the way. Our analysis…
ABREAST: Macro Funds Struggle as Officials Whipsaw Markets - WSJ.com
August 5, 2012The Insider Report
Macro Funds Show Micro ReturnsArticleComments 1MORE IN MARKETS »smallerLargerBy TOM LAURICELLA and JULIET CHUNGGlobal financial markets continue to be whipsawed by policy makers and economic news,…
Blue Chip Is The New Alpha - Seeking Alpha
July 30, 2012DD,WMT,TGT,T,PEP,MRK,MMM,MDT,MCD,KO,JNJ,IBM,ABT,WFC,MSFT,XOM,CL,PG,PFE,vz,CVX,GE,AAPLThe Insider Report
We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell. We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author,…
Microsoft has a chance now that Steve Jobs is gone
July 30, 2012Steve Jobs,MSFT,Business InsiderThe Insider Report
This article got me thinking about just how good a value Microsoft is. I don't need Business Insider telling me that but Henry Blodget is the man on fire today, on the cover of the WSJ, and he's…
CNBC Trader Talk Blog — Pisani: Market Is Having a Very Good Year...Really! — CNBC.com Market News - CNBC
July 27, 2012The Insider Report
I saw Bob Pisani on CNBC today and he said something very cogent and I thought relevant. I have outperformed the S&P 500 every year since 2001. Our Fund is having a decent year but it's been…
The Best Advice From The Worlds Greatest Investors - Business Insider
July 26, 2012The Insider Report
The Best Advice From The Most Brilliant Investors In History Max Nisen | Jul. 26, 2012, 12:17 PM | 57,747 | Theres a bewildering amount of advice on how to invest. People divide into camps, schools…