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    All Forums | Investments

    June Stock Talk V "Onwards and Upwards"

    «First Previous 1234 Next Last»
    claycourtlesson
    Vermeer
    depeche2
    MuEagles79
    wallstreetcappers
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    «First Previous 1234 Next Last»
     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 10:41 AM ET #26

    Yeah, I see Fed is about to put another str8 set whupping down.
     
    But freakin' Wimbledon.......always rains all the time.  Of the 4, worst grand slam by far.
     
    Stock market today is doing exactly what I expected........short covering spikes up, then followed by more selling down.  Absolutely nothing to like.
    Reply
    Yeah, I see Fed is about to put another str8 set whupping down.
     
    But freakin' Wimbledon.......always rains all the time.  Of the 4, worst grand slam by far.
     
    Stock market today is doing exactly what I expected........short covering spikes up, then followed by more selling down.  Absolutely nothing to like.
     
    Vermeer
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    Posted: Jun. 27, 2008 - 11:05 AM ET #27


     Not taking many chances here.May do some betting on Wimbledon, however, but tennis odds are so steep, they make me feel foolish doing so.

     Inverse funds still working but am not adding to them.

    Reply

     Not taking many chances here.May do some betting on Wimbledon, however, but tennis odds are so steep, they make me feel foolish doing so.

     Inverse funds still working but am not adding to them.

     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 11:15 AM ET #28

    Mauresmo +4.5 games against Queen Booty.
    Reply
    Mauresmo +4.5 games against Queen Booty.
     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 11:16 AM ET #29

    200 rock bet on Amelie to get inside 4.5 games.
    Reply
    200 rock bet on Amelie to get inside 4.5 games.
     
    Vermeer
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    Posted: Jun. 27, 2008 - 11:28 AM ET #30


     GL...looks grim with that thigh taped...maybe the wind will help her, are she will retire, but she does not look strong at all against the bootyqueen...who is rocking  a semi-afro look ...

    Reply

     GL...looks grim with that thigh taped...maybe the wind will help her, are she will retire, but she does not look strong at all against the bootyqueen...who is rocking  a semi-afro look ...

     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 11:35 AM ET #31

    Yep, the bad weather is not enough to derail Queen Booty today.  The Queen knows Amelie ain't worth a damn anymore, so she's playing smart today......just put the ball in play with the bad weather.....no need to try to tag lines.
     
    Mauresmo just flat out doesn't have any power.  Her days are over.  I look for her to hang it up after this year.......not good for a former top player to stay in the game ranked at 60th.  And 60th is being generous.
     
    Watching her today is painful when you realize 2 years ago she was a force.
    Reply
    Yep, the bad weather is not enough to derail Queen Booty today.  The Queen knows Amelie ain't worth a damn anymore, so she's playing smart today......just put the ball in play with the bad weather.....no need to try to tag lines.
     
    Mauresmo just flat out doesn't have any power.  Her days are over.  I look for her to hang it up after this year.......not good for a former top player to stay in the game ranked at 60th.  And 60th is being generous.
     
    Watching her today is painful when you realize 2 years ago she was a force.
     
    depeche2
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    Posted: Jun. 27, 2008 - 11:41 AM ET #32

    You know the market is bad when the talk turns to women's tennis.

    Don't want to sound like a tout, but HYGS is poised to fly.
    Reply
    You know the market is bad when the talk turns to women's tennis.

    Don't want to sound like a tout, but HYGS is poised to fly.
     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 11:50 AM ET #33

    Crime snyndicates are pushing HYGS and QTWW "for now."
     
    They have run those 2 names hard, though, and could decide to take their money and bail at any second.
     
    Way too late to chase those 2 names.
    Reply
    Crime snyndicates are pushing HYGS and QTWW "for now."
     
    They have run those 2 names hard, though, and could decide to take their money and bail at any second.
     
    Way too late to chase those 2 names.
     
    claycourtlesson
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    Posted: Jun. 27, 2008 - 11:52 AM ET #34

    They also ran CPST, but that looks totally tired right now.
     
     
    Reply
    They also ran CPST, but that looks totally tired right now.
     
     
     
    MuEagles79
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    Posted: Jun. 27, 2008 - 11:56 AM ET #35

    any thoughts on CYTR?
    Reply
    any thoughts on CYTR?
     
    Vermeer
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    Posted: Jun. 27, 2008 - 11:57 AM ET #36


    Let me put it this way, I would prefer looking at Sharapova, Vaidisova and Ivanoovic than looking at Ben Bernanke or recent market performance!!! LMAO...but that is just me.

      SKF and well the usual suspects for me

    Reply

    Let me put it this way, I would prefer looking at Sharapova, Vaidisova and Ivanoovic than looking at Ben Bernanke or recent market performance!!! LMAO...but that is just me.

      SKF and well the usual suspects for me

     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 12:22 PM ET #37

    So are you touting a stock you own at lower prices Depeche?



    Just kidding of course.

    Fert stocks running today, the two day drop was all you get and back up they go.


    Reply
    So are you touting a stock you own at lower prices Depeche?



    Just kidding of course.

    Fert stocks running today, the two day drop was all you get and back up they go.


     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 12:44 PM ET #38

    Fed minutes were pretty scary, market went from trying to move higher to going back to lows.


    Reply
    Fed minutes were pretty scary, market went from trying to move higher to going back to lows.


     
    depeche2
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    Posted: Jun. 27, 2008 - 12:50 PM ET #39

    Quote Originally Posted by claycourtlesson:

    They also ran CPST, but that looks totally tired right now.
     
     


    CPST has had a great run and has held on.  Personally feel that HYGS is in a better space and will be worth more, thought CPST mkt cap right now is 5X higher.  HYGS has loads of room to run.  Just have a real strong feeling it's going to fly to $3-4 real soon.  We shall see.
    Reply
    Quote Originally Posted by claycourtlesson:

    They also ran CPST, but that looks totally tired right now.
     
     


    CPST has had a great run and has held on.  Personally feel that HYGS is in a better space and will be worth more, thought CPST mkt cap right now is 5X higher.  HYGS has loads of room to run.  Just have a real strong feeling it's going to fly to $3-4 real soon.  We shall see.
     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 1:14 PM ET #40

    Down a buck and falling.

    Its early again to see these kind of numbers and new lows.

    Solar, financials, Vegas all getting hit.

    Freddie down to 17 bucks from 60 plus on the high.

    Oil hitting highs while market hitting lows, not a good combination.
    Reply
    Down a buck and falling.

    Its early again to see these kind of numbers and new lows.

    Solar, financials, Vegas all getting hit.

    Freddie down to 17 bucks from 60 plus on the high.

    Oil hitting highs while market hitting lows, not a good combination.
     
    KOAJ
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    Posted: Jun. 27, 2008 - 1:45 PM ET #41

    wall - dont forget, its also end of qtr...people dont hold losers at the end of the qtr so the selling will pick up a bit today and maybe monday
    Reply
    wall - dont forget, its also end of qtr...people dont hold losers at the end of the qtr so the selling will pick up a bit today and maybe monday
     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 1:49 PM ET #42

    Koaj,

    Outside FERT and some commodities there arent many winners out there, only losers.



    VLO down to under 40..amazing.
    Reply
    Koaj,

    Outside FERT and some commodities there arent many winners out there, only losers.



    VLO down to under 40..amazing.
     
    depeche2
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    Posted: Jun. 27, 2008 - 1:55 PM ET #43

    There has got to be some good companies just getting unnecessarily beaten up out there.  Gotta be getting close to value hunting time?  Gimme some names.
    Reply
    There has got to be some good companies just getting unnecessarily beaten up out there.  Gotta be getting close to value hunting time?  Gimme some names.
     
    KOAJ
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    Posted: Jun. 27, 2008 - 2:00 PM ET #44

    Quote Originally Posted by wallstreetcappers:

    Koaj,

    Outside FERT and some commodities there arent many winners out there, only losers.



    VLO down to under 40..amazing.
    '

    cfo of vlo dumped 27% of his stake 6/3 at $53

    want to see crooks? check insider sales at KMX in early may
    Reply
    Quote Originally Posted by wallstreetcappers:

    Koaj,

    Outside FERT and some commodities there arent many winners out there, only losers.



    VLO down to under 40..amazing.
    '

    cfo of vlo dumped 27% of his stake 6/3 at $53

    want to see crooks? check insider sales at KMX in early may
     
    KOAJ
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    Posted: Jun. 27, 2008 - 2:03 PM ET #45

    Quote Originally Posted by depeche2:

    There has got to be some good companies just getting unnecessarily beaten up out there.  Gotta be getting close to value hunting time?  Gimme some names.




    value guys are buying financials b/c they are "cheap" on a historical basis

    had a discussion with a colleague this morning about all of this. we agreed that most of the financials are big fat zeros

    think of it this way...MER owns a big piece of BLK and Bloomberg...those are its assets...now they are highly leveraged against those assets with bad debt. what is the value of their assets with significant leins against them?

    if you knew or they knew, one could properly value the company...no one knows, hence its a zero...they all are

    you can start shorting euro banks next..DB, UBS. they are headed for recession and trichet wants to raise rates
    Reply
    Quote Originally Posted by depeche2:

    There has got to be some good companies just getting unnecessarily beaten up out there.  Gotta be getting close to value hunting time?  Gimme some names.




    value guys are buying financials b/c they are "cheap" on a historical basis

    had a discussion with a colleague this morning about all of this. we agreed that most of the financials are big fat zeros

    think of it this way...MER owns a big piece of BLK and Bloomberg...those are its assets...now they are highly leveraged against those assets with bad debt. what is the value of their assets with significant leins against them?

    if you knew or they knew, one could properly value the company...no one knows, hence its a zero...they all are

    you can start shorting euro banks next..DB, UBS. they are headed for recession and trichet wants to raise rates
     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 2:05 PM ET #46

    If you have a longer horizon there are some interesting bargains out there.

    Depending on the risk profile you could take a stab at some real stinkers in the short term that could work out in the long term..

    GE
    GM
    C
    BAC
    LEH
    LCC
    PFE
    VLO
    FTO

    You could also buy the KBE and get a near 7% yield. I do think that yield ends up going lower as some banks slash the dividend but if you wanted a basket of banks and not own the shares directly the KBE looks like the one to buy.
    Reply
    If you have a longer horizon there are some interesting bargains out there.

    Depending on the risk profile you could take a stab at some real stinkers in the short term that could work out in the long term..

    GE
    GM
    C
    BAC
    LEH
    LCC
    PFE
    VLO
    FTO

    You could also buy the KBE and get a near 7% yield. I do think that yield ends up going lower as some banks slash the dividend but if you wanted a basket of banks and not own the shares directly the KBE looks like the one to buy.
     
    KOAJ
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    Posted: Jun. 27, 2008 - 2:06 PM ET #47

    if you're looking for "value" stay away from anything involved in lending money or anyone who's business is dependent on lending money... homes, construction, cars, auto parts, department stores.

    the risk appetite is minimal at best

    RDC is interesting...drilling company that owns a steel mill, poss spinoff of the steel assets
    Reply
    if you're looking for "value" stay away from anything involved in lending money or anyone who's business is dependent on lending money... homes, construction, cars, auto parts, department stores.

    the risk appetite is minimal at best

    RDC is interesting...drilling company that owns a steel mill, poss spinoff of the steel assets
     
    wallstreetcappers
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    Posted: Jun. 27, 2008 - 2:08 PM ET #48

    I wouldnt go near UBS, did you guys read the blip today about them possibly selling the PaineWebber division? Sounds very desperate to me.

    Carmax, no way would I own that stock, no thanks.

    VLO at 40 seems reasonable versus 53 where the insider sold.

    SPX went down to 1270 and tried to bounce.
    Reply
    I wouldnt go near UBS, did you guys read the blip today about them possibly selling the PaineWebber division? Sounds very desperate to me.

    Carmax, no way would I own that stock, no thanks.

    VLO at 40 seems reasonable versus 53 where the insider sold.

    SPX went down to 1270 and tried to bounce.
     
    KOAJ
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    Posted: Jun. 27, 2008 - 2:10 PM ET #49

    Quote Originally Posted by wallstreetcappers:

    If you have a longer horizon there are some interesting bargains out there.

    Depending on the risk profile you could take a stab at some real stinkers in the short term that could work out in the long term..

    GE - money lender (ge finance)
    GM - no way (unions + $4 gas)
    C - at $5
    BAC - not bad but the CFC buy was an awful mistake
    LEH - no way...levered 25x
    LCC - fuel
    PFE - no drugs in the pipeline...can only grow through M&A and no one will finance that
    VLO - hate that the CFO was dumping shares (usually the smartest guy at the company)
    FTO - dont know enough about them

    You could also buy the KBE and get a near 7% yield. I do think that yield ends up going lower as some banks slash the dividend but if you wanted a basket of banks and not own the shares directly the KBE looks like the one to buy.


    sorry to poo poo...too much uncertainty with all of those names...also, is your threshold 5-10 years or 6-12 months?
    Reply
    Quote Originally Posted by wallstreetcappers:

    If you have a longer horizon there are some interesting bargains out there.

    Depending on the risk profile you could take a stab at some real stinkers in the short term that could work out in the long term..

    GE - money lender (ge finance)
    GM - no way (unions + $4 gas)
    C - at $5
    BAC - not bad but the CFC buy was an awful mistake
    LEH - no way...levered 25x
    LCC - fuel
    PFE - no drugs in the pipeline...can only grow through M&A and no one will finance that
    VLO - hate that the CFO was dumping shares (usually the smartest guy at the company)
    FTO - dont know enough about them

    You could also buy the KBE and get a near 7% yield. I do think that yield ends up going lower as some banks slash the dividend but if you wanted a basket of banks and not own the shares directly the KBE looks like the one to buy.


    sorry to poo poo...too much uncertainty with all of those names...also, is your threshold 5-10 years or 6-12 months?
     
     
    KOAJ
    KOAJ
    Covers Linesmen
    Participation Meter
    Joined: Oct, 2005
    Posts: 66698
    Posted: Jun. 27, 2008 - 2:11 PM ET #50

    Quote Originally Posted by wallstreetcappers:

    I wouldnt go near UBS, did you guys read the blip today about them possibly selling the PaineWebber division? Sounds very desperate to me.

    Carmax, no way would I own that stock, no thanks.

    VLO at 40 seems reasonable versus 53 where the insider sold.

    SPX went down to 1270 and tried to bounce.


    i was hinting at shorting ubs and made mention to check the insider heavy selling at kmx at 21 in early may
    Reply
    Quote Originally Posted by wallstreetcappers:

    I wouldnt go near UBS, did you guys read the blip today about them possibly selling the PaineWebber division? Sounds very desperate to me.

    Carmax, no way would I own that stock, no thanks.

    VLO at 40 seems reasonable versus 53 where the insider sold.

    SPX went down to 1270 and tried to bounce.


    i was hinting at shorting ubs and made mention to check the insider heavy selling at kmx at 21 in early may
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