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November Stock Talk III

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Posted: #26
  They will legislate assumption of it all. It is not all up to the FED, the govt will make certain as they did Mexico, Chrysler et al that the major players who are going ot take this hit will be..the usual suspects, the American taxpayer.

 I think the movement out of the USD and into hard assets will continue...central banks will sell gold to try to influence  the price of gold, and that is certainly a risk with that metal.

 But other materials are rather inelastic.I do not think the demand for wheat, corn, or oil is going to diminish.
 
 I have and remain short the financials through SKF...C I would be veryleery of shorting in long term, especially if one feels that the Clinton cabal will be running things in DC in the coming years. They would never let Rubin down,  you can count on that...
 
 



 

 
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Posted: #27
Geez screw me again on FSLR..

Nice 18 pt move today.


 
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Posted: #28
Quote Originally Posted by Vermeer:

  They will legislate assumption of it all. It is not all up to the FED, the govt will make certain as they did Mexico, Chrysler et al that the major players who are going ot take this hit will be..the usual suspects, the American taxpayer.

 I think the movement out of the USD and into hard assets will continue...central banks will sell gold to try to influence  the price of gold, and that is certainly a risk with that metal.

 But other materials are rather inelastic.I do not think the demand for wheat, corn, or oil is going to diminish.
 
 I have and remain short the financials through SKF...C I would be veryleery of shorting in long term, especially if one feels that the Clinton cabal will be running things in DC in the coming years. They would never let Rubin down,  you can count on that...
 
 



 



speaking of Rubin, when Rudy was prosecutor in NY and he got Ivan Boesky...his main target was Boesky's boss...Robert Rubin. never got him though
 
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Posted: #29
rubin is a crook,,,vermeer, im not saying a bailout by the crooked powers that be isnt going to happen ,or that it hasnt been done before,i just dont see how at this point,, im not smart enough to figure out how
 
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Posted: #30
CY up about 2.50 today... not sure why the huge climb but I certainly do like it!
 
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Posted: #31
Added exposure on CRDC today at the 9.36 after the suicide drop.
 
Happy to see GTLS had some follow through, along with SYY.
 
FSLR and SPWR are monsters, nothing else to say.  Damn sure won't be buying with a 100% run up in about 6 weeks, but shorting these 2 names right now takes: 1) Balls 2) Cash (not in that order).
 
Cheers
 
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Posted: #32
Quote Originally Posted by boiler-room:

rubin is a crook,,,vermeer, im not saying a bailout by the crooked powers that be isnt going to happen ,or that it hasnt been done before,i just dont see how at this point,, im not smart enough to figure out how


 I think they can significantly help select entities, and when that game starts being played in earnest is why you give Rubin 150 million bucks after he comes out of heading the Treasury Dept for the Clitnons. So in an emergency he can make some phone calls, get the right people to write and pass the right legislation, and bail their ass out (C's that is)...whether they can contain the global damage, or even wish to (hey Taiwanese bankers bought the stuff too, it's not our problem) I doubt anyone is smart enough to figure out. Certainly not me.

 But when entities are at risk, then special favors are called in, and the good faith and money of the American treasury will be used to salvage major players.Especially ones who have and will contribute heftily to campaign coffers, as all of Wall Street is doing for the likely Democratic candidates, whoever they may be.The way it is played.Wall Street needs access, they pay for it, and they expect and get favors for what they pay for.

 By the way GOOG defies gravity and good sense...
 
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Posted: #33

 Oil over $100 easily by week's end methingks, and gold and silver are making nice moves as well.

 I parked today and was surrounded by a Yukon and a Tahoe; both were the size of their respective parking slots. Could not see around either one backing out...just creep out slowly and hope. And wonder why the 98 pound woman driving one of them needed such a tank in the first place.
 
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Posted: #34
Oh and if you missed it, this model proves beuty and brains are a nice combination...she mader around 30 million last year I read, but...

Heck, even a supermodel can figure it out. Along with Warren Buffett and Jim Rogers, Gisele Bündchen is also bearish on the dollar. She recently demanded that Proctor & Gamble pay her in Euros.

 
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Posted: #35

 Sorry for the typos above. Anyway, hearing GM taking a 39 billion loss is no way to wake up in the morning!!!

 Watch your back guys!

 
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Posted: #36
keep shorting those banks and mortgage lenders boys

 8:33 (Dow Jones) In yet another sign of the stress still coming for the
housing market, Washington Mutual (WM), a leading mortgage lender, sees the
volume of new mortgage loans falling to $1.5 trillion next year from a
projected $2.4 trillion this year, according to slides on its Website. The bank
- like others - is contributing to that slowdown by tightening lending
standards, including reducing exposure to falling property values in soft
markets.
 
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Posted: #37

 Anyone have any thought on the following:  CSCO
                                                                CDE
                                                                UNT

 Tech, silver and oil...for obvious reasons, but also technicals...not sure...

 
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Posted: #38
Adding another small slice of SKF to the collection as well for the reasons KOAJ has presented above and before.
 
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Posted: #39
vermeer - CSCO has been my favorite stock through all of this bullshit...earnings after the close today. i expect very good numbers but if they arent, the street would punish hard...and take most of tech down with it

i would be flat at the close today just to be safe
 
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Posted: #40
That's what I was think KOAJ...I was thinking of perhaps risking a small bet they have bust out earnings, and play it through, but the eway the market feels, if they do not, they get hammered as you say.

Here is something to ponder...

the Dow has risen 29% since 2001, and it's racked up a 49.4% total return

But measured in euros, over the same timeframe, the Dow is actually down 16% in price for a total return of MINUS 2.9% (the pink line).

In other words, European investors actually lost money in U.S. stocks over the last six years!

In fact, when they convert their investment back into euros, they've underperformed by more than 52 percentage points!



Maybe this is why foreign investors sold a net $70 billion in U.S. securities in August, according to the U.S. Treasury. That was the biggest outflow since 1990!


 
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Posted: #41
wait until china starts converting USD reserves for Euros....memo was leaked last night


edited your post vermeer as it stretched the thread
 
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Posted: #42
Quote Originally Posted by KOAJ:

vermeer - CSCO has been my favorite stock through all of this bullshit...earnings after the close today. i expect very good numbers but if they arent, the street would punish hard...and take most of tech down with it

i would be flat at the close today just to be safe
   csco numbers should be fine today,,,i think it continues to climb...remember where this thing came from,,trading in the 12buck and change area back in 02 after getting popped in the dot com tech bubble
 
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Posted: #43
CSCO numbers should be fine, but at this level they MUST be fine, stock starting to get pricey at 30 times earnings.

boiler, I remember CSCO below 10...



 
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Posted: #44
 Thanks for the edit. I read in the WSJ today:

Ciscos beats the Streets earnings 88% of the time. in the past six years,over that past six year period, the stock has finished the trading day following the report below water 46% of the time.


 
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Posted: #45
The only reason to be optimistic for CSCO is they are a transformed company. I have said it several times but the purchase of SFA completely changed the company.

SFA was the stand alone leader in the set top industry..I am sure if everyone looked at their cable box, most are Scientific Atlanta boxes.

Watch when CSCO reports and if you look closely over the last year, the margins for the company have JUMPED since the takeover..

I continue to believe that market will keep going forward. Look at the competitors like Harmonic (not direct but in the same group) their revenues have dramatically improved over the past year, which means CSCO will keep making great returns from cable boxes. I am quite sure the core business is what it is, routers etc are not nearly the margin makers, and so they are VERY fortunate for buying SFA last year.  
 
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Posted: #46
I find articles like

THIS

Encouraging..and if the option were given to me I would definately consider it.

Forward thinking will reduce our dependance on oil.
 
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Posted: #47
Nice as far as it goes, but 34 years after the first oil embargo...that is not forward thinking, it is incredibly slow learning by the public to me.
 
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Posted: #48
Vermeer,

Compared to what this administration is NOT doing, it is refreshing seeing a municipality doing SOMTHING, which is better than nothing.


 
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Posted: #49
I was definately mistaken on how bad it is with IMB. Two downgrades and some nasty price targets today.

I didnt think it was THAT bad for them and it shows even worse for a company like CFC who has even more destructive products than IMB does.


 
 
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Posted: #50

  Not wishing to make a political assumption, but I would bet you a single malt scotch or whatever beverage of choice you prefer, that the same Berkeley types who got this done have also voted against any hydroelectric power, any nuclear power, any oil exploration, and any refinery they ever heard of.Not to mention protesting the Alaska Pipeline in its day.
 
 Anyway, 1973 was a long time ago, and spans multiple administrations. I say a plague on both parties, and , well, it is about fucking time people wake up to the realities of energy.

 Now, how about declaring anyone driving a Yukon, Hummer or some other abomination as "operating a bus company", and taxing them say, $100,000 by 2010 if they are still determined to act the fool and make others pay for their folly with their lives??



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