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The RealMoney contributors are in the business of trading and investing all day on the basis of ongoing news flow. Below, we offer the top five ideas that RealMoney contributors posted today and how they played those ideas.

Hey Joe, Can You Spare a Couple of Trillion?

By Timothy Collins
8:27 a.m. EDT

It now appears that the estimate for the deficit was a bit light, about $2 trillion (that's trillion with a 'T') light. As if the health care bill being pushed by the Obama administration did not face enough challenges, here's another. If some of the health care stocks were attractive before, when the issue seemed to hit a wall, this should make them even more appealing on any pullback.


By Jim Cramer
9:34 a.m. EDT

Buyers, remember that


(C) - Get Citigroup Inc. Report

book value is about $5.75, and it is now trading above


book value. I have been a big supporter and think it should trade to book, but until we see another quarter, we don't know new book...

No positions

Insider Selling

By Tim Melvin
10:23 a.m. EDT



this week I noticed the table of insider buying and selling. While I like the fact that there is some insider buying, much of which is in the banking and other financial industries, the size of the sells compared with the buys is breathtaking. While this is usually true, the numbers this week were huge. The largest buy was for $1 million. The smallest reported sale was four times that amount.

Insiders at

TheStreet Recommends

Activision Blizzard

(ATVI) - Get Activision Blizzard, Inc. Report

continue to huge sellers of stock. Three insiders combined to sell over $45 million of stock.


(MAR) - Get Marriott International, Inc. Class A Report

had two shareholders sell $19 million. At

City National


, the total was $37 million. Insiders at one company where I own shares,



, had four insiders sell; that will cause me to sit down later today and rethink my position.

I have always had a great reluctance to own stock in companies where those in the best position to know the strength and direction of the business were selling stock.

Long EMC

Coinstar and Netflix Are Survivors

By Grange Johnson
10:25 a.m. EDT

Jim Cramer had an interesting piece on


(CSTR) - Get CapStar Financial Holdings, Inc. Report



(NFLX) - Get Netflix, Inc. Report

on "Mad Money" the other night. He then asked for contributor comments on the space. I have been a longtime holder of Coinstar and occasional holder and short seller of Netflix. I agree with Jim that both are the winners in a dying space.

Redbox is a very disruptive piece of technology in that one small machine replaces 4,000 square feet of retail space in a typical


(BBI) - Get Brickell Biotech, Inc. Report

and at a more convenient location, the supermarket where you are going anyway. The supermarkets love it as it replaces the DVD aisle, which, in


(WMT) - Get Walmart Inc. Report

case, are sold at no profit, and they get two trips (one to pick up and one to return the DVD), so traffic increases.

Netflix is disruptive as well, but I think it has seen a lot of its best growth and is more expensive than Coinstar. Lost in all this debate is the coin business, which could be worth the entire stock price alone, so Redbox is almost a free call option. I think a pair could work, but if you want to play the space, Coinstar is the way to go.

Positions: Long CSTR and short NFLX (very very small NFLX short)

Semis Struggling to Make New Highs

By Gary Morrow
3:10 p.m. EDT


Semiconductor HOLDRs

(SMH) - Get VanEck Semiconductor ETF Report

is lagging again today, continuing a trend of underperformance that began earlier this month. The semi index failed to put in new yearly highs on Friday despite the new upside breakouts in the rest of the majors.

The SMH finished last week with a solid 1.8% but was well short of its late-July highs. At the same time the


(SPY) - Get SPDR S&P 500 ETF Trust Report


Diamonds Trust

(DIA) - Get SPDR Dow Jones Industrial Average ETF Trust Report


PowerShares QQQ


were taking out heavy resistance near their former highs. I believe this is an early sign of fatigue and may indicate the need for some sideways consolidation this week.

I also agree with Doug Kass regarding his view on the financials. The action in

Northern Trust

(NTRS) - Get Northern Trust Corporation Report


Bank of New York Mellon

(BK) - Get Bank of New York Mellon Corporation Report

is not very encouraging of late. Both stocks have traded sideways for the last four months and are still well below their spring highs.

No positions

This article was written by a staff member of