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    Last update: December 22, 2009

    +Yahoo: Change or Be Changed - Barron's
      Despite a recent, high-profile CEO change, Barron's saysYahoo (YHOO)continues to struggle, leading Bernstein's Jeffrey Lindsay to comment, "It is becoming increasingly difficult to put a positive spin on Yahoo's continuing misfortunes."Complete Story »

    +Book Review: 'What Works on Wall Street'
      David Merkelsubmits: This bookwas really popular in 1996, when it was published. JamesO?Shaughnessy gained access to the S&P Compustat database, andtested a wide variety of investment strategies to see which ones workedthe best over a 43-year period. Complete Story »

    +Kinetic Concepts Likely to Lose Its Patents, and Its Value - Barron's
      Despite technology that has revolutionized how hospitals treat chronic skin lesions, Barron's saysKinetic Concepts' (KCI)shares are dead money due to the likelihood of its inability to enforce its patents.Complete Story »

    +ETFs and the Little Guy: Viva la Revolución
      Ray Hendonsubmits: From my perspective there have been three developments in the financial world over the past decade or so, that, when combined, constitute a true revolution for all investors.Complete Story »

    +JPMorgan Best of the I-Banks - Barron's
      Barron's cover storytakes a bullish stance on Wall Street investment bank JPMorgan Chase (JPM)and its detail-conscious CEO Jamie Dimon.Complete Story »

    +Allstate: Potential Reward Outweighs Risk - Barron's
      Allstate (ALL)shares are down 19% in 2007 on general financial sector weakness and concerns about its subprime exposure. Barron's saysits shares look cheap, considering the company's limited downside risk, and growth potential should financial stocks rebound.Complete Story »

    +The Great Fed Rate Cutting Myth: Look Out Below
      Thomas Keesubmits: This Tuesday the FOMC will meet to consider another cut in Interest Rates. After recent hints from various Fed Governors, and Bernake himself, a Rate cut almost seems assured, and many people even expect a 50 basis point cut.Complete Story »

    +QQQQ Set to Cool Off After Strong Leg Up
      As of the time of this post, the NASDAQ 100 (QQQQ) has rallied more than 7% during the past ten days. Quite a "V" bottom, and a rather rare one at that. In fact, this last occurred in April of 2003.Complete Story »

    +Payroll Updates Indicate a Troubling Trend
      James Picernosubmits: Friday morning's update on payrolls for November confirmed what was already obvious: employment growth is slowing.Complete Story »

    +Palm: Worth Holding On To - Barron's
      Palm (PALM)shares opened down 18% Friday after the company preannounced a FQ2 loss, said Treo 755 handsets were behind schedule, and warned of higher-than-expected warranty costs (full story). Barron's Mark Veverka saysdespite the Street's disappointment, shares may be worth holding, as a recent cash infusion "may launch Palm into the smartphone big leagues."Complete Story »

    +Covering Position in FNLY
      Thomas Kellysubmits: Friday afternoon I decided to cover my position in (FNLY) at $2.73. Thishas been a huge gain on a percentage basis (29%), but recent insiderbuying has me wondering whether I?ve squeezed as much as possible outof this trade.Complete Story »

    +Adding to Positions in VGZ and CEUA
      Thomas Kellysubmits: Friday I decided to add to positions in both (VGZ) and (CEUA). I doubled myposition in VGZ (which is still small) at $4.85, bringing my basis downto $5. I also added to my position in CEUA by 15% at $5.50. I now havea solid position in CEUA, and I am very encouraged by the stock hittinganother 52 week high.Complete Story »

    +Is it Time to Short Oil?
      Thomas Kellysubmits: I said Thursday that I would be watching the trade in the oil ringtoday closely, and once again, we saw oil give back all its gains fromyesterday. On the basis of today?s action, I entered a moderate shortposition in oil by shorting the (USO) at $69.25. The $87 level has beentalked about as support, so shorting oil at about $88 is probably a bitearly. Complete Story »

    +Apple Hits an All Time High, Market Cap Stands at $170B
      Eric Savitz(Barron's) submits: Apple (AAPL)shares Friday hit an all-time high, gaining $4.35, or 2.3%, to $194.30.The stock is now up 129% for the year to date - it finished 2006 at$84.84. Apple now sports a market cap of $170 billion. Compare that to Cisco (CSCO) at $166 billion, Intel (INTC) at $162 billion, (IBM) at $150 billion, (HPQ) at $134 billion and (DELL) at $56 billion.Complete Story »

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