EXIT50

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

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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

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Hyper Inflation 1600%
Intro: Thomas Maptumo “Pfumvu Pa Ruzevha” Zimbabwe music. I was looking for song from The Bhundo Boys but was unable. Tragic story for the band as well as there native country. Hyper inflation is at 1600% and unemployment 80%. Meanwhile Robert Mugabi is planning a lavish 83rd birthday bash and Barclays’ (BCS) loans were provided to a state-sponsored agricultural facility aiming to sustain land reforms to steal land. China is planning a global investment fund that could siphon off liquidity off China’s 1 Trillion dollar currency reserve. That’s one of three things that can be done the other two are import more oil and commodities or inject money into the Agricultural Bank of China to make the peasants happy. Reforms are best summed up in the ancient Chinese saying “You must kill the chicken to scare the monkeys” Video boom online watching (AVCI) Dr J talked about Qualcomm(QCOM) April 42 ½ see yesterdays post on that. On Semiconductor (ONNN) march 10 calls. This and more on CoffeyGrinds 9am and 12noon CST. Listen to the podcast

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Intro Barcelona:Freddie Mercury and Monserrat Caballe. The 3GSM World Congress is in Barcelona this week and already deals and guidance for the future of cell phones are being announced. Qualcomm(QCOM) and AT&T(T) announced a deal that will allow QCOM’s mobile TV technology to pick up broadcasts from the MediaFlo network. This is part of there three screen strategy. Internet-TV-Mobile phone. In 2006 they were calling this the 2 inch experience. The other competing systems are Crown Castle’s (CCI) Modeo project. This should be interesting to watch as we here at mn1.com build up live programming for this 3G format. We have already done the tests on three types of phones in August 2006 and it works fine. Just waiting on the call from some company that wants to pick up our content LIVE. Just give me a call. 214-461-3402. also on this subject I am not an expert but Dror Gill is in Spain bloging from the event so I defer to him. Can someone tell me why the Apple I-phone is using 2G technology when the future is 3G? Inquiring minds want to know. Dr J and I talked about the Time Warner (TWX) Atlanta Braves deal. Alcoa(AA) Fed X Feb 115 puts and Alcan (AL) March 60 calls this and more live on CoffeyGrinds 9am and 12 noon LIVE. listen to this podcast

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Intro 99 Red Balloons in German: Might as well throw back to 1984 when that song became popular. Remember Regan was moving Pershing II missiles into West Germany and there was escalating rhetoric with the Soviet Union? Were back as US defense secretary Robert Gates said in regards to Putins speeches in Munich over the weekend “almost filled me with nostalgia for a less complex time” Lincoln would have been 198 today if stem cells transplants were invented in 1861. Lincoln’s trip to the White House took 12 days in a Pullman car and Senator Barack Obama also from Illinois set out from Springfield with his announcement for president. Lumber prices are down and its time to look at a new fence for my yard.
Hank Greenberg’s two stocks Jarden(JAH)and Inphonic(INPC)both messing with what they say in press releases and what is reported in the SEC filings both stocks near 52 week highs for how long. FT Deutschland: In short Infineon(IFX)is being looked at by Private Equity and Qimonda(QI) is 14% on NYSE. IFX is part of the DAX30. Earning report attached for today’s pre market earnings. Dr J joins us Home Depot (HD) May 40 puts. H&R Block (HRB) April 22 puts. Momenta(MNTA) to the downside 15.04. Dog Food Cal Maine(CALM)13.97 to the upside. Biopharma Buzz in NYC this week Acorda Therapeutics (ACOR) March 20 puts. We have a new look in the studio come so come take a look at mn1.com and CoffeyGrinds at 9am and 12noon CST
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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.

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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

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Intro: We can work it out-Beatles. Some days you’re just firing on all cylinders and today is one of those days. In part I think it has to do with properly sync up my Zune and figuring out the new and growing technology in the IPTV content space that I am so fond of. Did any one catch out friend Pete Najarian on CNBC’s Fast Money last night? This week he is doing “Fast Money” 8pm EST. Check it out. They are calling him the pit boss. He is bullish short term on Cisco (CSCO) that will report after the close. More on Shanghai “The whore of the Orient” and the crack down on corruption the former Governor Chen Liangyu is jail as an undisclosed location. Can they [China] hold it together till the Olympics? China Index fund symbol [FXI]CEO Albert Lord sold 400k worth of Sallie Mae[SLM] Nice. NEW IPO Fortress Investment Group[FIG] First of its kind for hedge funds. With wacky accounting comes out FEB 8th. James Althers from FT recommends a stock under 5 bucks. Must be on the NYSE have a buy rating and profitable. His pick is Solectron Corp[SLR] they big electrons outsource to them. 1.4b in cash minus the 641m in debt leave 400m net cast and a book value 2.67 stock is trading at 3.30. Dr J reports that 60million share of Cisco traded after hours up to 30. Humm I wonder. Nutri Systems (NTRI) March 50 calls and (RIO) March 35 call back on the heat seeker. Watch Disney(DIS) and Kodak(EK) CoffeyGrinds is recorded live at 9am CCST and 12noon at http://www.mn1.com/

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Intro: Rock of Gibraltar by Nick Cave. This morning I was reading about Japan and the yen hitting new lows. So in my ever curious mind I started wikiking things and sending out emails to get my head around this so I can explain this on the show at 9am. Gillian Tett from the Financial Times was kind enough to get back to me in regards to an article she wrote today she says.. “What central bankers and G7 really want is a stealthy, slow appreciation of the yen - I doubt they will get it”. Gillian worked at Long Term Capital Management in Tokyo in 1998 when the currency crisis and the unwinding of the carry trade sent the yen up 18%. She has even written a book on it. The EU finance ministers meet this week. Dr J called in gave us Alcoa (AA) April 35 puts Smurfit Stone (SSCC) March 12 1/2s and Sovereign Bank (SOV) Talk on U5’s and more more on CoffeyGrinds at 9am and 12noon.

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Intro: Shanghai Divas by Ian Widgery

Nicolas Sarkozy UMP party running for President in France tells America to “broaden its horizons” “get interested in the world and the world will learn to love you” The hate radio programs could make a three hour show out of such nonsense and beat the desk about how we bailed them out of two world wars and Go down the whole freedom fries path. I get what he’s saying and he was not addressing me or the Americans for that mater. He’s just trying to get elected and beat the sorta kindda hottie sexy socialist Segolene Royal. Sarkozy a Gaullist believes in a social conscience and a assertive foreign policy. Ok

Speaking of getting to know the world let’s talk about China digesting the technology transfer from Japan for the bullet train that will run around Shanghai hence the intro to the podcast.

IMF crises lending body super special expert panel that includes Alan Greenspan, Jean-Claude Trichet EU Central Bank President and Chair Andrew Crockett JP Morgan(JPM) recommends selling 6.6billion in gold to put in a special endowment. Also recommended was for the other Central Bank to refrain from selling so as not to rock the gold market.

Wal-Mart(WMT)Regions Bank(RF)AutoZone(AZO)Bank of America(BAC) mentioned in REIT article in the WSJ today. Hey Wal-Mart haters need a match? Lots of earnings and Pete calls in from Optionsmonster to talk about what he is seeing mentioned Whirlpool(WHR) March 95 Calls. Broaden you horizons listen to CoffeyGrinds LIVE at 9am and 12noon CST. www.mn1.com

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