Saturday links: inefficiency and innovation
The weekend is a great time to catch up on some longer items that we passed up on during the week. Thanks for checking in. Investing Why financial markets are inefficient.  (voxEU) Public pensions continue to dive even deeper into private equity.  (WSJ) Innovation On the dangers of being too innovative.  (Falkenblog) Is the world running out of life altering innovations?  (Economist) Companies How LinkedIn ($LNKD) broke the mold on its way to 200 million users.  (Pando Daily) How the ICE ($ICE) went from nothing to the presumed owner of th
http://feedproxy.google.com/~r/abnormalreturns/~3/QkKO9wxxx-I/ 2013-01-26 07:06:41 PST

Thursday links: faith and luck
Quote of the day Tom Brakke, “I don’t care what you believe.  But you have to convince me that it’s something more than faith and something greater than luck.  No matter what tribe you come from.”  (research puzzle pieces) Chart of the day Investors are getting pretty bullish.  (Bespoke) Strategy Ray Dalio on where cash will go in 2013.  (Market Folly) Why have investors underestimated Carl Icahn?  (Kiplinger’s) Warren Buffett pulls ahead in in his stocks vs. hedge funds bet.  (Fortune) Companies Netflix ($NFLX) su
http://feedproxy.google.com/~r/abnormalreturns/~3/yQy_xtiY7jg/ 2013-01-24 11:57:29 PST

AAPL Weighs On Nasdaq
The markets are mixed this morning with the S&P 500 making fresh highs while the Nasdaq languishes under the weight of AAPL shares.I read the earnings release for AAPL and listened to the conference call and the results do not lend themselves to a -10% plunge in the share price.  It's tough to watch this as an investor but it really comes down to high expectations.  Traders were hoping for a bigger beat on the EPS number as well as higher unit sales for iPhones and Macs.  Mac sales were definitely light, as the company said t
http://mymoneylife.blogspot.com/2013/01/aapl-weighs-on-nasdaq.html 2013-01-24 10:28:00 PST

Late day update for January 17, 2013.
Yi: +7.7, +7, +8.3, +9.6, +9.4, +9.9, +9, +9.4, +9.5, +10, +10, +9.9. +10, +10Now trying to bottom out: $GOLD, AGQ, AAPLOversold: $VIXModerately oversold: PEG and VZTrying to hold some rising trendline support here: FXIAttempting to hold the 65 DMA: CLF, MMC, UGAAttempting to hold the 28 day: AA, EGPT, FCX, NFLX, VOX, WSO, XUp against the 28 day: $SILVER, AGQ, CORN, DGPUp against the 65 day: RJAModerately overbought: PHIOverbought: $NYA50R-weekly, $PLAT, WDCExtremely overbought: $NYA50RToppy here: $DJW, $DJX, IIX, $SPX, BGS, DDM, EEFT, EFV, EWI
http://signalsandopinions.blogspot.com/2013/01/late-day-update-for-january-17-2013.html 2013-01-17 14:26:00 PST

Sprint Nextel And Alcatel-Lucent: Assessing Deep Value And Upside In 2013
By Brian Nichols:Four months ago I wrote an article entitled "Is There Another Sprint in the Market", which included four companies that I believed could become the next Sprint Nextel (S). This came in response to my continuous coverage of Sprint during the last year, as the stock presented the most evident upside at $2.30, and has since rallied 140%. Despite the fact that others on the list, Level 3 (LVLT), Netflix (NFLX), and Nokia (NOK) have rallied, I still believe that Alcatel-Lucent (ALU) is presenting the most clear Sprint like upside in
http://seekingalpha.com/article/1064891-sprint-nextel-and-alcatel-lucent-assessing-deep-value-and-upside-in-2013?source=feed 2012-12-14 10:59:42 PST

Netflix: To Infinity And Beyond - Will Recent Upward Momentum Continue?
By Bret Kenwell:Netflix (NFLX) has been thrashing bears these past few weeks, as we've seen bullish investors warming back up to the film distributing giant. Netflix may be most known for its infamous rise to $300, before collapsing to ~$60 within three months in 2011. The rise to $300 was actually pretty steady, but the collapse was ugly and a lot of investors were turned off because of it. Below is a look at the three year chart of Netflix, where you can see the epic rise, followed by the catastrophic collapse: (click to enlarge) Source:
http://seekingalpha.com/article/1064511-netflix-to-infinity-and-beyond-will-recent-upward-momentum-continue?source=feed 2012-12-14 08:30:56 PST

Cramer's Mad Money - Bernanke Is The Only Grown-Up (12/12/12)
By SA Editor Miriam Metzinger: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday December 12. Ben Bernanke Is The Only Grownup: Wal-Mart (WMT), Chesapeake Energy (CHK), Williams (WMB), EOG Resources (EOG), Eli Lilly (LLY), Coinstar (CSTR), Verizon (VZ), Netflix (NFLX) Fed Chairman Ben Bernanke's statements might have been considered "reckless" by some, but Cramer thinks "He is the only grownup. He is the one in Washington trying to get people back to work." The Fed Chairman's plan is to buy bonds to forc
http://seekingalpha.com/article/1061741-cramer-s-mad-money-bernanke-is-the-only-grown-up-12-12-12?source=feed 2012-12-13 05:17:17 PST

Coinstar Takes Netflix Head On With Redbox Instant
By Chris Katje: Redbox, owned by Coinstar (CSTR), announced some details from its highly anticipated move into streaming Wednesday. The company, in a partnership with Verizon (VZ), is taking Netflix (NFLX) and its customer base head on by offering discs from its kiosks and streaming options from home.Along with its network of over 38,000 kiosks, Redbox customers can now choose a monthly option that will include discs and streaming. For $8 a month, customers will be able to rent four movies from a kiosk each month and have a limited amount of st
http://seekingalpha.com/article/1061721-coinstar-takes-netflix-head-on-with-redbox-instant?source=feed 2012-12-13 03:01:32 PST

Netflix Optimists Predict a Climb by Week's End
Netflix, Inc. (NASDAQ:NFLX - 91.60) has climbed about 6.4% today, after Morgan Stanley lifted its price target to %24105 from %2480 ahead of the open...(Read More)
http://www.schaeffersresearch.com/marketcenters/optionscenter/content/netflix+optimists+predict+a+climb+by+weeks+end/default.aspx?ID=114039&utm_source=rssfeed&utm_medium=rss&utm_content=dailyoptionsblog&utm_campaign=marketcenterfeed&c= 2012-12-12 12:48:00 PST

Netflix Could Go Bankrupt In Less Than 5 Years
ByBuffett Junior:All year there have been rumors that Netflix (NFLX) will get bought out. I personally think that the probability of this happening is very low, especially at the current inflated price. Carl Icahn, who reportedly has a 10% stake in the company, is betting on another company stepping in and buying Netflix, which could be a possibility, at least it would not be the first time a company overpaid for an acquisition. However, I believe that any company that does a reasonable amount of analysis on Netflix would learn that it is essen
http://seekingalpha.com/article/1057281-netflix-could-go-bankrupt-in-less-than-5-years?source=feed 2012-12-11 10:03:01 PST