November Stock Talk

Sorry for going off on Cramer, but the guy is a shill and admired by those who dont know better...

And anyone who reads or observes here will know my view on that crook..

ANYONE can win in the market when you dont have to follow the rules and have inside information..

 Grid: I will look more into that stock...I did a cursory look before, I will look more deeply into it later tonight.I am very, very wary right now, although I think the market may have a bogus, now til Christmas last gasp. Hope I am wrong about the last gasp part.
 

 
 

A few PTEC comments..

Very erratic and inconsistent revenue over the past few years..

Also they have very high fixed costs. They have 8M plus a year in operating expenses..that means depending on revenues they will have to likely DOUBLE current numbers before they even SNIFF at profits..

It also looks like they will keep diluting when they get low on cash.

I dont know enough about the technology and the competition to form an opinion on a buy or hold on the stock.

claycourt,

We have been strong with messages lately but today was extra strong with the FOMC for sure.

I wouldnt mind having 10 threads a month..if we can make money I would spend ever minute of the day here...

Cramer does know his football..he is a huge Beagles fan...

 WSC:

  Man, and I will tell you this for a fact, if they put everyone in jail who trades on inside information, there would not be a Senator or Congressman, or for that matter, any registered reps left on the outside.

 Speaking of someone who should be on the inside looking out, anyone read  the honorable Murtha profile in the WSJ a day ago? 

You have a link for the Murtha stuff?

Cramerica is a stock tout and gets paid very well for being one.

I will bash that sucker as long as I am trading in the markets..

 PS I am not saying everyone is an ass and/or a crook, just 95 per cent. The exceptions make life worth living.

  But they are in the definite minority, at least in my experience, at that level, in any sphere in life. I used to think that was cynicism, but it simply is realism. I really treasure people who are humble, considerate successes, but they are rarities, and you can see that every day just in the sports world, much less finance.

 I would throw Tony Dungy in  there as a genuine guy...whose life has included way too much tragedy...

  Murtha is an example of what I think Boss Tweed called "honest graft." An old Absam asshole, who makes no bones about the way DC works.In fact boasts about it.

https://online.wsj.com/article/SB119371051667975920.html

claycourt,

The biggest lesson I have learned over the years and more so recently is not to fight the trend..if I went with my gut I would run out of money because my view on the markets could be wrong for YEARS and has been.

I see the markets as 40-60% overvalued longer term...yet in the short term our monetary policy has created excess demand for goods/services and our assets. That will not work longer term and when it all settles out this market is in for a SMASHING..

Until then we ride the winners and cross our fingers..

That doesnt mean winners dont turn into losers, check out CROX tonite..and remember a few guys boasting about JSDA? Both are disasters..

Speaking of HANS/JSDA..I need to get in touch with my Pepsi contact..a month or so ago he mentioned in December that Pepsi was going to announce an energy strategy that would be amazing..if that means a HANS buyout or some strategic alliance with another name, I am not sure. To me HANS is a takeout target and I will see if I can get any more info from this guy.

Sorry "Abscam"...

 CC I go with Taleb's idea: keep 90% locked away in the safest, surest vehicle you can determine, and then play with the remaining ten percent for the "outlier," the real gambling payoff. Trading and investment are two entirely different animals, and two entirely different personalities are required.The Taleb idea is one I am comforatble with, as I am much more a long term trend person.

 I thought your short today on CFC a real gamble, but a reasonable one.I just do not like the political connections CFC has on its board...they are deeply DC entrenched and protected, or so I recall. I  can't recall who in specific I am thinking of, but check their directors...

 

 PS I am thinking of Democratic Party links, ex Clinton admins...who is it??? aughhhh  Dems will bail em out..and if they don't the Repubs will....when it comes to comfy directorships, true bipartisanship reigns.

 Take it light on the Vodka...has been fun..and the gap up may never happen, or so I would hope!!

 I think the process will be slow..or slow enough to allow wriggle room. This mess is not going anywhere fast...or so I think.

Murtha sounds like a cocky SOB if you ask me..devoted, cocky, slanted..

Interesting read.  

 Yep...arrogant and crooked, and of course, wearing his Marine patriotism (last refuge of a scoundrel) as a badge of immunity.
How do I get to become a "non profit company" to get direct earmakrs?

GOOG

nuff said

   you got that right,,,hate to be negative but the reality is the game is mostly rigged,,,,it is kind of like the argument that the nfl is sort of fixed,not totally,not every game ,but every once and a while ,things just go a certain way and u hope u are on the right side of the''fix'',,,as far as cramer ,he is an entertainer,, have met him several times ,actually cool to talk to and hang with,not hang hang ,but for a little while,,,he was a classic slimeball back in the day,somewhat rehabilitated image wise now, nice guy,friend of the average investor,,blow me...as far as whoever said something earlier about some info in a yahoo message board, all i will say is be very  carefull,, iknow scumbag brokers that all they do in their spare time is spout bullshit about stocks on that site and others for their own benefit,,rate cut no big deal,as expected,,,i did enjoy the posts tonite,very entertaining,,,carlitos way is on encore,must go watch ,great flick

 

Points all well taken.  Right now I am trying to find a timeframe when they think they'll have the hypervisor rolled out.  Also watch the volumes, somebody was stepping in yesterday.

  https://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_P/threadview?m=te&bn=14784&tid=4666&mid=4666&tof=1&frt=1#4666

 C is gonna drop 30 billion? That makes Mr. O'Neal look like a genius for only losing 8 billion!!


 

C may have to cut its dividend as per some CSFB analysts...

claycourt - the stars are aligned with you on your shorts today...C news will kill the financials

this SIV superfund was designed to help C...they are up to their eyebrows in bad debt and shit

grid - re: PTEC = very smart insiders over there...3 buys in the last week and a hedge fund who tried to buy them out in Jan at $5 was buying in the open market at 8.76

PTEC:
-Eric Martinuzzi of Craig-Hallum Capital Group is the only analyst covering PTEC, according to FirstCall. He has a "strong buy" rating and $12 target on the stock. At least three other analysts did participate on the company's conference call.