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The Position Makers

The Position Makers
We are a group of six individuals who love to watch and comment on current trends and conditions in Wall Street. Every day we discuss current events that have to do with the market.
Articles: 1, 2, 3, 4

Articles

A quick glance at Nintendo?s management & the ?energy? of Nintendo
2008-01-22 02:14:00
was just curious if i saw anything popping up on the radar today because of the global market drop today, and after checking nintendo i came across this fun piece. my favorite parts:When Yukan Fuji reportedly pointed out press coverage suggesting that the shortages that have historically plagued Wii supplies were strategy on the part of ...
More About: Nintendo , Management , Energy , Retail , Quick
at least one independent for Obama
2008-01-21 22:25:00
i had the luck of getting tipped an awesome interview of barack obama speaking with the san francisco chronicle editorial board. thanks, sherry! i strongly encourage everyone to check this out, if they’re at all curious about obama, his political policies and agenda as well as goals if elected president.here’s the actual vid, it’s 52 ...
More About: Finance , Barack Obama , Energy , Construction , Infrastructure
Steve Jobs Macworld 2008 Keynote in 60 Seconds
2008-01-21 16:49:00
Mahalo Daily cuts out the fluff and delivers us the entire Mac World 2008 / Steve Jobs keynote in 60 seconds. read more | digg story
More About: Keynote , Apple , Steve Jobs
New York Giants vs. New England Patriots - Super Bowl 2008
2008-01-21 04:36:00
I know this is a bit off topic, but I wanted to say that I am excited about this years super bowl in Arizona between the New York Giants and the New England Patriots. Should be a fun game to watch. I say New England wins it to end the season undefeated.
More About: New England Patriots , Super Bowl , Super
MacBook Air - My First Impressions
2008-01-20 22:50:00
So with all the fanfare about Apple’s new product (and the Street’s lukewarm reception), I felt I had to check it out myself. Luckily I live in San Francisco and was able to head on over to Mac World 2008. I was surprised at how light the MacBook Air actually felt- it was like picking up a ...
More About: Phone , First Impressions , Macbook , Impressions
Nintendo tops ?07 sales numbers in industry?s best year ever
2008-01-19 02:38:00
2007 saw Nintendo once again slide comfortably into the number one position in the gaming industry, but sales for everyone were up as the gaming industry saw a 43 percent increase in sales over 2006.read more | digg story
More About: Industry , Tops , Sales , Numbers
Salesforce.com Expands Its Core Business: PaaS and the Future of App devel
2008-01-18 21:23:00
w/ all the hoopla over facebook opening itself up for outside application development, i’m a bit surprised Salesforce .com (CRM) isn’t making more headlines with their announcement/official release of Force .com. after watching tour de force yesterday, a number of ramifications hit me like a rock to the head.  here’s a summary i’ve put together.  i’ll update it ...
More About: Business , Future , Tech
DOW Drops 306 points, Lowest in 10 months.
2008-01-18 16:48:00
U.S. stocks on Thursday sold off for a third day straight, with the Dow sinking to 10-month lows, after Federal Reserve Chairman Ben Bernanke spoke about the country’s economic trouble and a regional measure of economic activity contracted. We have been in a recession for over a year now. It just takes the “general public” some ...
More About: Dow Jones , Inflation , Points , Recession , Months
Inflation Up 6.3% In 2007, The Highest Rate In 26 Years
2008-01-17 21:50:00
The Labor Department reported that wholesale inflation was up 6.3 percent for all of 2007, reflecting a huge increase for the year in various types of energy costs ranging from gasoline to home heating oil. So, do you think we are in a recession yet?read more | digg story
More About: Inflation , Years , Rate
Yahoo Implements OpenID; Massive Win For The Project
2008-01-17 17:55:00
Yahoo implementing Open ID will more than triple the number of current OpenIDs (now aproximately 380 million of them!). I really love this OpenID project; one username, one password, login to any site. That would just be perfect. There probably needs to be additional security measures before the financial industry jumps on board, but I don’t ...
More About: Yahoo , Tech , Project , Yahoo!
Nintendo World, Nintendo Stock, Nintendo Mania!
2008-01-17 17:30:00
I’ve been watching Nintendo (NTDOY.PK) stock very closely. Right now it is trading in the $61 range (which was my average purchase price before I sold at $72). I can’t specifically say that it is the right time to buy only because the entire stock market is on it’s way down, but I am definitely ...
More About: Gaming , Video Games , World , Wii
Apple MacBook Air, Apple TV Take Two, Time Capsule, iPhone?
2008-01-16 16:50:00
So we finally got to Mac World 2008. That funky “There is something in the Air” statement has become a reality, but the stock market doesn’t seem to care too much. I have gone around the web and gathered up some links for those who missed out on MacWorld and don’t know where to look to ...
More About: Apple , Steve Jobs , Iphone
eBay and Yahoo! to merge (? wtf?)
2008-01-12 01:01:00
i’m contemplating the rumors of an ebay-yahoo! deal. (before i get any further, this is all from ebay strategies and only ebay) i was originally going to post about the massive growth that ebay itself has had in the classifieds market.  even though they have a 25% ownership position in craigslist.org, ebay is continually looking for ways ...
More About: Yahoo , Tech , Ebay , Merge , Yahoo!
Bring Science to the Presdiential Qualificaitons
2008-01-11 23:05:00
this started as an email campaign when Mr. K suggested i throw it down as a post. i figured, why not? it’s def’ important enough: my email: the link below is to sign up for a petition stating that you’d like to see a presidential debate focused on science and technology and how it shapes ...
More About: Science
An update to the Green Tech Portfolio?
2008-01-11 05:34:00
Well, it has now been a bit more than a month, and the portfolio as a whole is down. DESC is the biggest winner with 168.93% followed by CPST with a 24.26% gain. The biggest losers are CSAR down 39.08% and MCEL down 33.77%. I am still a strong believer that the more we go ...
More About: Portfolio , Energy , Tech , Green , Update
Buffett Quotes to Remember
2008-01-11 00:30:00
Middle Class Millioniare’s last post of 2007 had some fun quotes from buffett that i thought would be good to share. Here. my favorite?  looking over the list again i can’t pick one!  doh! how about this as a few golden nuggets: ?Our favourite holding period is forever.? ?If past history was all there was to the game, the richest ...
More About: Buffett , Quotes
Making Mad Money in a Down Economy (Recession)
2008-01-10 17:25:00
“History Repeats Itself” Can we all agree on that statement? If so, then there WILL be another recession at some point in time. It is usually not something that happens over night, but there has been warning of this for some time now. Real estate prices dropping, the sub-prime mortgage fallout, more credit card debt and ...
More About: Economy , Credit Card Debt , Money , Gold , Dollar
Southern Copper $115 in Six Months?
2008-01-10 16:31:00
Zacks released a note today stating a six-month target on Southern Copper (PCU) at $115.  I’ve been long on PCU for about a month, in which time it’s sticker price has eroded about 5% so it’s comforting to know others are thinking its undervalued as well. Paying out about 7.5% dividend (probably going to be another ...
More About: Construction , Infrastructure , Bullish
quickies
2008-01-10 03:50:00
cfc bankruptcy?  if we see a close under $5, the stock no longer is marginable, which will add to the selling pressure.  perhaps it’s time to buy a CFC foreclosure home for positive cash flow? aapl released news of their upgraded xserves and mac pros.  why 1 week before macworld expo, unless there is something big ...
Garmin Killed W/ Downgrade
2008-01-09 17:39:00
here’s the link. the deutsche bank analyst Jonathan Goldberg said, “TomTom management came across as being more aggressive about their plans in the U.S. this year, causing us to question the pricing discipline displayed so far.” i have to disagree completely with his conclusion.  as far as TomTom is concerned, they definitely need to be more aggressive ...
More About: Garmin , Bullish , Killed , Armin
David Lynch on the iPhone: POS for viewing film
2008-01-08 20:02:00
it’s a question of course whether the geezer knows what he’s talking about from experience or whether he was just a close-minded conservative that made his decision without trying it out. still, it’s an interesting perspective. came across this on Marc Andreessen’s blog
More About: Film , Iphone , David , Viewing , David Lynch
Oil hits $100 a Barrel, Gold hits $850, Dow Drops?
2008-01-02 21:39:00
What a way to start the new year huh? Today Oil futures hit $100 per barrel for the first time ever. Gold also surged past the $850 mark and the stock markets are all dropping. This can’t be a good sign for the new year. 2008 seems to be the turning point for this economy. ...
More About: Dollar , Bearish , Hits , Barrel
Happy New Years from PositionMakers.com!
2007-12-31 19:46:00
On behalf of the authors of Position Makers .com, we wish you have a happy new year in 2008. It will be an interesting year without a doubt. HAPPY NEW YEAR!!! Be safe. PositionMakers.com
More About: Happy , Years , New Years
A Lesson on Hunting Down Value in SEC Filings
2007-12-28 23:47:00
malcolm gladwell has a great post about the difference between a “mystery” and a “puzzle” and the financial collapse of [has-been] juggernaut enron. (i found this by hopping from A VC to UnionSquareVentures, both excellent sites). reading gladwell’s account of enron’s unraveling was extremely telling of the value of understanding financial statements and the subsequent ...
More About: Lesson , Hunting
Adobe a Hot Stock in 2008? Let?s Hope So!
2007-12-28 08:52:00
We think Adobe Systems (ADBE; $42), which carries a buy recommendation, will continue to benefit from a well received product launch, with significant future potential to benefit from the growth of rich Internet applications and mobile media.
More About: Stocks , Tech , Stock , Hope
Green Tech Stocks Sky Rocketing! [Update]
2007-12-27 08:44:00
Well guys… I have been away for a while on break. I have had a few moments here and there to check on our blog and comment back somewhat. Now that I had a few minutes, I went ahead and updated our Green Tech Portfolio list. WOW this is looking like a HOT, HOT sector. ...
More About: Stocks , Energy , Update
Eat Out Much? When Americans Forget to Cook
2007-12-27 00:09:00
at first glance i knew i had to share: market potential! but where’s the $$ flowing to? naturally, we need to examine how the dollar is being spent: (click on image for a full screen version) monsanto (MON) and the like will reap the most here since most food in the US is made from ...
More About: Food , Beverage , Cook , Bullish , Americans
Update to previous post: ESLR?s run up today
2007-12-26 19:49:00
in an earlier post, i mentioned there being little change that i could find in market conditions for alternative engery…at least so far as justification for a 9%+ run up in eslr’s stock price. well, this bloomberg article clarifies this a bit for us. go china! aside: for all the bashing that goes on, it’s awesome to ...
More About: Energy , Post , Today , Update , Bullish
Please Vote For Us!
2007-12-26 19:27:00
Please take a moment of your time to vote for us daily on Blog TopList .com by clicking on the link below: Click here to vote:
More About: Blogger , Blogging , Vote
Evergreen Solar Rushing to $18?again
2007-12-26 18:15:00
evergreen solar (ESLR) gapped up today on no new developments.  that makes me think institutional buyers are starting to get in on the action a bit more.  the analyst coverage has certainly been increasing over the last few months as the alternative energy sector continues to grow and last week the entire sector (green tech) ...
More About: Energy , Solar , Bullish , Evergreen
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