Domain: tiger-web1.srvr.media3.us User Profile: samisrael | TigerDroppings.com
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Registered on:5/14/2010
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I would hope so after this comment:
quote:

Its pointless and dumb, the world is not evolving around a single issue at any given time, its a constant confluence of events.
No, I highly doubt it. It was a shitty day all around, we were sideways for a while then really sold off at the end. I think the euro getting killed, consumer spending remaining shaky and the DJIA breaking through its supports were some of the culprits. We did see some good news out of the G20 summit though on the proposed global bank levy.

On a side note, gold killed it today :dude:

Daily economic commentaries

Posted by samisrael on 6/7/10 at 11:01 am
Anyone have some suggestions on quality online daily economic/market commentaries that I can subscribe to?

I already read a bunch from Gluskin & Sheff, RayJay, SA and zero hedge but still looking for more.

TIA.

re: Long the euro

Posted by samisrael on 6/7/10 at 10:58 am to
Don't think the Euro sell off it over yet, or any where close to being over for that matter. Hell just look at this morning, I just saw 1.1936 and sliding.
Because we have the percieved credit rating that allows us to roll over debt with new issues. Just think about the commercial paper market.

With that being said, the United States is no where near AAA.

re: Official Rally Thread

Posted by samisrael on 6/6/10 at 5:50 pm to
I'll post whatever it takes to ensure a sucessfull rally.
:Greenspan:

re: WOW

Posted by samisrael on 6/6/10 at 5:48 pm to
Unreal

re: watching the game in slidell!

Posted by samisrael on 6/5/10 at 7:41 pm to
I hope that place burns down.

re: Offical good luck thread.

Posted by samisrael on 6/5/10 at 6:11 pm to
We need to make this happen one day. I feel like we would form quite the think tank.

re: Shorting

Posted by samisrael on 6/5/10 at 8:11 am to
SNE(ADR) & CPLA.
Just remember, bond prices and yields have a direct relationship...

Offical good luck thread.

Posted by samisrael on 6/4/10 at 10:29 pm
Flask & Fizz:

Best of luck tomorrow. Kick arse, take names but more importanly, advance to the next level.

re: THF: CFA Question[s]

Posted by samisrael on 6/3/10 at 10:43 pm to
Favorite part of the internship may be getting on various earnings/update calls and thinking I have a great question until some analyst summarizes it in 2-3 words in passing during the q&a session.

re: THF: CFA Question[s]

Posted by samisrael on 6/3/10 at 10:32 pm to
Learning a hell of a lot. Really picking up on tons of valuation/modeling tips that I would have never been exposed to in school. Always great having CFAs and guys that have been doing buy/sell side equity analysis for 20+years in the same office and willing to help in anyway possible.

Spent 7 hours today looking at coal forecast so that part wasn't too wild :lol:

re: THF: CFA Question[s]

Posted by samisrael on 6/3/10 at 10:06 pm to
Flask and Fizzle, best of luck guys on level II & I respectivly.
The moratorium is on all deep-water GOM wells, not just new exploration wells. I doubt we see significant upward pressure on oil prices as a result though. Demand should remain fairly flat over the next 6 months as concerns over EU sovereign debt and a Chinese slowdown weighs on investor sentiment.
It has the potential to be a game changer only if, and it's a big if, the number households that can stream internet content increases significantly, and soon.

re: Netflix is quietly tearing it up.

Posted by samisrael on 6/1/10 at 9:00 pm to
One advantage RedBox has over NetFlix is the physical rental platform. The number of households that can stream internet content to their TV is only around 20%. While this number is low now, it is steadly increasing and RedBox appears to be developing a VoD platform to compete and profit from this shift in delivery methods. We should get some more color on this by year end.
CSTR is on a similar run YTD. CSTR faces a few more threats in my opinion with the emergence VoD, competition from NetFlix, NCR and BBI. The new windows that CSTR singed with 3 major studios should be interesting to watch. Sure the pricing will be great and eliminate workarounds but the 28 day post street date release is going to push some customers elsewhere when looking for popular new releases.

The Capex for a RedBox is insanely low and the revenue & EBITDA per kiosk would blow your mind. CSTR knows that it's future is in the DVD rental business and you've seen this increased focus from management lately, most noticeably the sale of the E-Pay business to InComm last week.
Yeah unless those opinions are horribly wrong.