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Random Zucchi


  • Timely to the recent conversation regarding real estate, Miller Tabak's Tony Crescenzi this morning is noting that the U.S. Monetary Base (the "seed" of money supply, as he puts it) has seen its largest contraction since 2000. If you believe that current asset prices are primarily a function of the slosh of liquidity created by the Fed, this data is not a good thing.

  • The concerns around the possibility of an avian flu pandemic are getting louder. Right, wrong or indifferent, this seems to be giving ID Biomedical (IDBE) a nice bid. Any thoughts Prof. Miller?

  • Tekelec (TKLC) is breaking out of a flag and taking out the 50DMA in the process. There is an interesting fundamental story behind this name.

  • I did not hear it myself, but I was told that yesterday on CNBC Toll Bros. (TOL) Robert Toll said something to the effect that his company would crush the shorts, and that TOL's performance had only just begun. Other than hubris, I am curious to know the object of making such a statement.

  • Minyan JD is wondering about the "conundrum" of rising oil and rising trannies. The most I can offer is that the sell side is still fairly united in its support of most trucking names, primarily because of the continuing tight capacity. Furthermore, most transport companies (commercial airlines excluded) surcharge for fuel costs, so rising energy prices do not impact the bottom line. When the higher prices might impact demand for transport remains another story.

  • Audible (ADBL) continues to get pasted and is now sitting on what should be meaningful support.

  • I caved to societal pressure and bought . . . (no, not a second house) an iPod. I was very skeptical, but it made a believer out me in a hurry. Of course by the time I get around to such a new gadget you can almost conclusively surmise that the down-slope of the product cycle has begun.
Positions in AAPL, TKLC, ADBL, IDBE
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