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Healthcare Sector and Stocks Analysis from Seeking Alpha - Feb 28, 2007
Clinical trials indicate that adding maraviroc, Pfizer's experimental HIV drug, to an existing drug regimen prompted suppression of the AIDS virus in twice as many patients, the company reported yesterday. If the drug …
Tagged: healthcare, pfe, drug manufacturers, judith levy, news briefs
Hardware Sector and Stocks Analysis from Seeking Alpha - Feb 28, 2007
Eric Savitz (Barron's) submits: I wonder how many stories like this I’ll be writing today: stocks that got crushed in Tuesday’s sell-off that suddenly look a lot more interesting than they were the day before. Laura …
Tagged: hardware, sunw, eric savitz
Hardware Sector and Stocks Analysis from Seeking Alpha - Feb 28, 2007
Larry Dignan (ZDNet) submits: Is there a grass-roots enterprise IT interest in Apple? NetworkWorld seems to think so and outlines a few key reasons why Apple could get traction in the enterprise. Among the reasons: * …
Tagged: hardware, aapl, pcs and servers, larry dignan
US Market Commentary from Seeking Alpha - Feb 28, 2007
Roger Nusbaum submits: "Two Days Before the Day After Tomorrow" The above title (think about that one) refers to a South Park episode about global warming. There is obviously a fair bit of heat on global markets …
Tagged: usmarket, roger nusbaum, portfolio and risk management, trading ideas
US Market Commentary from Seeking Alpha - Feb 28, 2007
William Trent submits: This morning the Commerce Dept. released the preliminary GDP report for the fourth quarter of 2006: Real gross domestic product — the output of goods and services produced by labor and property …
Tagged: economy, headline one, spy, usmarket, william trent
US Market Commentary from Seeking Alpha - Feb 28, 2007
Birinyi's Ticker Sense submits: We all know by now that the sudden 200 point drop in the Dow yesterday was due to a calculation delay caused by information overload by Dow Jones' data systems. Below we calculate how …
Tagged: dia, usmarket, tickersense
US Market Commentary from Seeking Alpha - Feb 28, 2007
Paul Kedrosky submits: It seems clear that while the market was going to do a deep drop yesterday anyway, the tumble was exacerbated by technology troubles on the NYSE. Specifically, a Dow Jones computer that feeds …
Tagged: paul kedrosky, headline two, usmarket
US Market Commentary from Seeking Alpha - Feb 28, 2007
William Trent submits: As reported yesterday, January durable goods orders tumbled 7.8%. New orders for U.S.-made durable goods fell by a much sharper-than-expected 7.8 percent in January as nondefense goods orders …
Tagged: economy, spy, dia, usmarket, william trent
US Market Commentary from Seeking Alpha - Feb 28, 2007
Birinyi's Ticker Sense submits: Yesterday's 416 point decline in the DJIA represents the seventh largest point decline in its history. It also ends a streak of 1,098 trading days without top ten point gain or loss …
Tagged: dia, usmarket, tickersense
ETFs News and Commentary from Seeking Alpha - Feb 28, 2007
Roger Nusbaum submits: Last week I mentioned the Latvian lat (the currency there) as being vulnerable to some sort of Iceland-like episode. This morning I found this article in the International Herald Tribune about …
Tagged: etf, roger nusbaum, emerging market stocks, international etfs