Showing posts with label Dr j. Show all posts
Showing posts with label Dr j. Show all posts

Wednesday, October 3, 2007

Dr J quotes Kanye quoting Nietzsche on Angelina midriff.

Dr J picks up on a line in Kanye Wests new song Stronger The line is from Nietzsche. "What doesnt kill you makes you stronger. Or in Angelina Jolies case tatted on her midriff Quod me nutrit me destruit, Latin phrase meaning - What nourishes me also destroys me.
Drj has a theory of his own strategic buyers like companies using stock as cash are less likely to part with it at the same premium level then the private equity playas. Two good recent examples are Nokia [NOK] purchase take under of NavTeq [NVT] and Commerce Bankcorp [CBH]




Formats available: Quicktime (.mov)

Monday, August 20, 2007

Dr J on Fed move to cut discount rate

Dr J on Coffeygrinds talks about the Bull vs. the Bears and selling into the strength of the market.
Formats available: Quicktime (.mov)

Tuesday, August 14, 2007

Tuesday, April 17, 2007

Poor attempt to make music video


My attempt to make a music video. On bus yesterday I was chatting up one of Katherine new markets girls on the ground here an she turned me on to this song by Tao Zhe or better know as “J” He is hot now an on everyone’s cell phones. I like it because it mixes the old Opera with updated R&B Let me know what you think of the song Thank you Joanna for sending this audio.

Wednesday, February 28, 2007

Glamorous


Intro: Fergie: Glamorous video is chock full of product placements. Phil Davis joins us to talk about oil inventories and give us some ideas. Carl Ichan lays down wood at Blockbuster (BBI) and Temple Insland (TIN) Claudia Shank JP Morgan mentions MeadWestvaco (MWV) has similar timber assets with a attractive sum of the parts valuations. To all you French haters out there Total (TOT) CEO Thierry Desmarest still wants to keep working with Iran on a Persian Gulf gas project until there is an international ban on doing business with it. Dr J gives an eye opener on the T3 pipes that deliver quote data. A must listen if you are trader. Honeywell (HON) March 47 ½ puts Home Depot (HD) puts Cooper Tire (CTB) March 15 calls. Listen to the podcast or LIVE IPTV@Mn1.com

Tuesday, February 20, 2007

Kung He Fa Choy!


Finally found some zydeco music for the midday update. It’s also the year or the pig. E-Trade (ETFC) offering trading in foreign stocks online. Now I can put that Financial Time subscription to better use. Two French stocks of interest are SES and Eutelsats. I’m digging the whole Microsoft (MSFT) zune xbox thing. Dr J train (CSX) March 40 puts Office Max March 50 puts, Fairchild Semiconductor(FCS) March17 ½ puts H@R block (HRB) 22 ½ puts This and much more on CoffeyGrinds.Listen to the podcast

Laissez les bon temps rouler!


I’m never traveling again. Flying is not worth the hassle. The simple trip to Philadelphia was rife with long waits in the aircraft. Short flights are turning in to all day affairs. Jet Blue (JBLU) is drafting some laughable passenger’s bill of rights. Viacom (VIA) just did a deal with Joost. with It’s supposedly the next You-tube. Beavis and Butt head will be featured I have signed up to beta test. Keep your eye on Japans interest rates tomorrow. .25 to .50? PokerTek (PTEK) reported today (-.32 vs -.22) Ouch the electronic poker table that provides a fully-automated poker-room environment, to tribal casinos, commercial casinos and card clubs is also being sued for not paying for the Texas based software company TELLIS for development. Dr J is out of Temple Inland(TIN) March 60 Calls. Looking at Biovail (BVF) April 25 calls. Onyx Pharmaceuticals (ONYX) squeeze. Someone is grave dancing on Service Corp(SCI) June 12 ½ calls Home Depot(HD) May 40 puts. Listen to the podcast or live on MN1 LIVE at 9am CST and 12noon.

Thursday, February 8, 2007

OZFEST is Free



Intro Ozzy Osborne because OZZFEST is Free: Early in the week I spoke about the new IPO Fortress Investment Group (FIG) John Edwards was an advisor for them. The nickname for this hedge fund/private equity going public is the Two Castles (NCT)- Ironic: Two Americas is the theme of John Edwards. Is the sub prime lending market coming unhinged? HSBC (HBC) mentioned along with Accredited Home lenders (LEND) and cheepy Fieldstone (FICC) in WSJ.BHP Charles Goodyear might be courted by Alcoa (AA)Bio Diesel Buses breakdown in Indiana. “Ultra-low sulfur ratio” not so low it clogs the filters.IBD New America stock was Tempur-Pedic (TPX)
I left early today to cover the ASI show in town this week. I love going to this show because of the cool marketing ideas. The hot product this year was vibrating soap. Watch for the montage video that we put together. Pete is still doing CNBC’s Fast Money and Dr J called in from Florida gave us Broadcom (BRCM)Feb 35 calls vs Marvell (MRVL) for the Apple I-Phone that uses G2 vs G3. Add in H&R Block (HRB) trade to the sub prime loan short. April 22 ½ puts active. Steel is still hot (AKS) June 20 calls. (JPM) puts also (BMC) March 35 puts. Listen to CoffeyGrinds
CoffeyGrinds Live at www.mn1.com at 9am and 12noon CST.
listen to the podcast

Wednesday, February 7, 2007

Trump dumps and horse jumps.(listen)

Intro: Kylie Minogue. Trump Entertainment Resorts(TRMP) reported today. The stock has dropped like the horse at Steel Pier since highs near 24 in Dec 2006. The benevolent Donald Trump had planned to close the Steel pier and redevelop it into a luxury condominium project to complement the adjacent Trump Taj Mahal Casino Resort. The good prince is giving it another year down the shore.

Venture Capital in Texas: Not doing so well,the masters of the universe Dallas based Center Point Venture only sold one deal last year and made 4 million.(split 5 ways) Austin Ventures big pippin “If you try and build a company in Texas with out us it’s a mistake”
Underperforming Hedge Funds are hopeful to get a piece of the proposed 600m Texas Teachers Retirement fund.
If Yoga was a stock it would be a buy Gaiam(GAIA) a yoga play announced a buy back today.
Dr J is in Florida at the World Money Show. Marvell (MRVL) March 20 calls. USNA Health(USNA) up to 60.29. Yum Brands(YUM) and (RIO) Listen to CoffeyGrinds LIVE at www.mn1.com 9am and 12noon CST

listen to podcast