Welcome to Issue #2 of The SocialPicks Weekly Newsletter, where we highlight some of the best content that SocialPicks has to offer.

Analysis Roundups - Bringing You the Web’s Best Stock Analysis and Market Commentary

Roundup #1: Google’s Earnings - Dispelling fears of weak paid-click growth and slowing online ad spending, Google delivered solid results. What do these results say about Google’s competitive positioning going forward? And with the stock having surged following earnings, is its current valuation justified? Analysis from Peridot Capital, WC Power Tech Fund, Piper Jaffray, Silicon Alley Insider, and 24/7 Wall Street.

Roundup #2: J.P. Morgan’s Earnings - Historically speaking, It wasn’t the best of quarters for J.P. Morgan. But given the circumstances, the market felt that it could’ve been much worse. How much will the company be affected by the credit crunch and housing market implosion in future quarters? And what doesit plan to do with the $6 billion that it’s now set to raise? Analysis from BloggingStocks, Barron’s, Merrill Lynch, and Goldman Sachs.

Roundup #3: Intel’s Earnings and the Impact on Semi Stocks - The market responded positively to Intel’s latest results, which seemed to suggest that the company’s manufacturing and R&D strengths have left it in a strong competitive position relative to AMD. Will industry fundamentals allow Intel to keep the good news coming? And what do these results tell us about some of Intel’s peers in the semiconductor industry? Analysis from Financial Joyride, Wedbush Morgan Securities, BloggingStocks, and Morgan Keegan.

Roundup #4: Johnson & Johnson’s Earnings - For a company that’s so dependent on the whims of U.S. consumers, Johnson & Johnson seems to be handling itself quite well, judging by its earnings. But to what extent can the earnings be attributed to one-time events? And can the company’s growth outlook justify its current valuation? Analysis from Seeking Alpha, The Business Word, Citigroup, and Bear Stearns.

Roundup #5: The Delta-Northwest Merger - Delta and Northwest are touting major synergies and cost-savings as a result of their proposed merger. But are there hidden costs and complications involved with this deal? And how will their competitors choose to respond? Analysis from BloggingStocks, Trader’s Narrative, 24/7 Wall Street, and Goldman Sachs.

Roundup #6: Blockbuster’s Offer for Circuit City - Blockbuster investors weren’t pleased with the company’s surprise offer for Circuit City, and a lot of analysts were left scratching their heads as well. How valuable would the synergies stemming from such a merger be? And would the move do anything to stem the competitive threats that both Blockbuster and Circuit City are facing? Analysis from Seeking Alpha, Herb Greenberg, Metue.com, Wedbush Morgan Securities, and Deutsche Bank.

Roundup #7: Solar Stocks - Off the Beaten Path - The booming solar energy industry has drawn plenty of attention from growth-stock investors. But outside of top-tier module vendors such as First Solar and Suntech, what’s the best way to play this space? Do second-tier module manufacturers such as Trina Solar and Evergreen Solar make sense? Would an ETF focused on the solar industry be a good way to approach the sector? And how about Applied Materials, which increasingly derives much of its revenues from solar panel manufacturing equipment? Analysis from Trader Mark, StreetAuthority Market Advisor, Seeking Alpha, Blogging Stocks, Credit Suisse, Goldman Sachs, and Deutsche Bank.

Roundup #8: Market and Macro Commentary - With the market having rallied, is this a good time to take some money off the table? What does GE’s surprisingly weak earnings tell us about the U.S. economy at-large? Will the credit crisis keep the U.S. dollar in a tailspin? And what kind of investing system might let investors better cope with market downturns? Analysis from The Correct Call, Vestopia, Seeking Alpha, and StraightStocks.

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