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    All Forums | Investments

    November Stock Talk III

    «First Previous 123456 Next Last»
    StiflersMom
    Gunners
    Vermeer
    wallstreetcappers
    depeche2
    ...
    Participants:
    Search
    Views: 4109
    Posts: 150
    «First Previous 123456 Next Last»
     
    StiflersMom
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    Posted: Nov. 8, 2007 - 12:03 PM ET #101

    CY is blowing up again I can't believe it. Talk about riding the coattails, this is ridiculous... not as much as FSLR though
    Reply
    CY is blowing up again I can't believe it. Talk about riding the coattails, this is ridiculous... not as much as FSLR though
     
    Gunners
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    Posted: Nov. 8, 2007 - 12:07 PM ET #102

    Quote Originally Posted by Vermeer:

    What are the odds we see a 1,000 point drop day before Thanksgiving?

    I'll bet you 10 internet fake dollars against it.  if you win, you get 1,000 internet fake dollars

    Reply
    Quote Originally Posted by Vermeer:

    What are the odds we see a 1,000 point drop day before Thanksgiving?

    I'll bet you 10 internet fake dollars against it.  if you win, you get 1,000 internet fake dollars

     
    Vermeer
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    Posted: Nov. 8, 2007 - 12:12 PM ET #103

    LOL  I see your fake dollars and throw in a Bernanke
    Reply
    LOL  I see your fake dollars and throw in a Bernanke
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 12:20 PM ET #104

    Market getting knocked..keep shorting those financials, it is definately working.

    I bot another 1/4 position in CRDC at 8.75 today..
    Reply
    Market getting knocked..keep shorting those financials, it is definately working.

    I bot another 1/4 position in CRDC at 8.75 today..
     
    depeche2
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    Posted: Nov. 8, 2007 - 12:21 PM ET #105

    Quote Originally Posted by wallstreetcappers:

    Depeche,

    Isnt that the GUTS of the business?

    What is left if the auto fuel cell biz is gone? I ask because when I think of Ballard I think fuel cell...


    Automotive was just one of the fuel cell segments (which provided only losses and virtually no revs either).  They also have Power Generation and Materials Products segments.  Materials handling, backup power, residential cogeneration, etc.  Ballard will still retain a stake in the auto biz though.  But this just allows them to quit pouring money into it when it will not be a reality for many years.  Plus, they still have the bus market, not part of this sale.  And I believe they can use future auto applications on their buses.
    Reply
    Quote Originally Posted by wallstreetcappers:

    Depeche,

    Isnt that the GUTS of the business?

    What is left if the auto fuel cell biz is gone? I ask because when I think of Ballard I think fuel cell...


    Automotive was just one of the fuel cell segments (which provided only losses and virtually no revs either).  They also have Power Generation and Materials Products segments.  Materials handling, backup power, residential cogeneration, etc.  Ballard will still retain a stake in the auto biz though.  But this just allows them to quit pouring money into it when it will not be a reality for many years.  Plus, they still have the bus market, not part of this sale.  And I believe they can use future auto applications on their buses.
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 12:21 PM ET #106

    GOOG down 50??????????????

    BIDU down 40???????????



    Reply
    GOOG down 50??????????????

    BIDU down 40???????????



     
    LeRinkRat
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    Posted: Nov. 8, 2007 - 12:33 PM ET #107

    GOOG down 50?????????????? BIDU down 40???????????
     
    and the QID up 2+
     
    the fiscal irresponsable chickens coming home to roost at the Grover Norquist's "club for growth" and the RNC
    Reply
    GOOG down 50?????????????? BIDU down 40???????????
     
    and the QID up 2+
     
    the fiscal irresponsable chickens coming home to roost at the Grover Norquist's "club for growth" and the RNC
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 12:36 PM ET #108

    Rat,

    You have been missed big guy..



    Interesting though, I think there are bargains to be had with certain stronger investment stocks as they keep getting nailed..the better names like WFC or BAC etc..and I will hold IMB though it might take some time to realize a profit.
    Reply
    Rat,

    You have been missed big guy..



    Interesting though, I think there are bargains to be had with certain stronger investment stocks as they keep getting nailed..the better names like WFC or BAC etc..and I will hold IMB though it might take some time to realize a profit.
     
    depeche2
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    Posted: Nov. 8, 2007 - 12:39 PM ET #109

    There probably needs to be a suicide selloff to move forward and I don't think it's happened yet.  This is reminiscent of mid-August.
    Reply
    There probably needs to be a suicide selloff to move forward and I don't think it's happened yet.  This is reminiscent of mid-August.
     
    depeche2
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    Posted: Nov. 8, 2007 - 12:41 PM ET #110

    Getting damn fugly out there now. 
    Reply
    Getting damn fugly out there now. 
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 12:44 PM ET #111

    And down she goes even more..

    They are taking some of these higher beta stocks out to the shed..
    Reply
    And down she goes even more..

    They are taking some of these higher beta stocks out to the shed..
     
    KOAJ
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    Posted: Nov. 8, 2007 - 12:49 PM ET #112

    this mkt is getting housed!!

    wow
    Reply
    this mkt is getting housed!!

    wow
     
    LeRinkRat
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    Posted: Nov. 8, 2007 - 12:51 PM ET #113

    This is reminiscent of mid-August.
    QID's went over $50 in august
     
    the more Bernanke tries to humbug the economy, US dollar and oil prices, the lower the market goes
     
    couple interesting stocks I keep on my stockwatch that are up today. SYNM (coal liquification) and WWAT (solar).
     
    PLUG (battery tech) is down somewhat today with the market BUT has had a spike move off a low around $3
    Reply
    This is reminiscent of mid-August.
    QID's went over $50 in august
     
    the more Bernanke tries to humbug the economy, US dollar and oil prices, the lower the market goes
     
    couple interesting stocks I keep on my stockwatch that are up today. SYNM (coal liquification) and WWAT (solar).
     
    PLUG (battery tech) is down somewhat today with the market BUT has had a spike move off a low around $3
     
    KOAJ
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    Posted: Nov. 8, 2007 - 12:52 PM ET #114

    posted this tues morning at 7:19:

    sit cash, short the financials esp rudderless ships like C and MER. commodities and gold and dollar shorting and tech have become very crowded...what happens when people want to take profits from those trades?

    i guess we're seeing whats happening...the very narrow group of 10-20 stocks that's kept the mkt afloat are now being pounded to having profits taken from trades starting in august

    i just hope its a slow unwind and not a violent crash
    Reply
    posted this tues morning at 7:19:

    sit cash, short the financials esp rudderless ships like C and MER. commodities and gold and dollar shorting and tech have become very crowded...what happens when people want to take profits from those trades?

    i guess we're seeing whats happening...the very narrow group of 10-20 stocks that's kept the mkt afloat are now being pounded to having profits taken from trades starting in august

    i just hope its a slow unwind and not a violent crash
     
    depeche2
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    Posted: Nov. 8, 2007 - 12:53 PM ET #115

    My brokerage account is getting hammered. 
    Reply
    My brokerage account is getting hammered. 
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 12:59 PM ET #116

    Tried to snap up some SPWR 130s on the cheap but they didnt get that cheap yet.

    Very interesting in the options pit seeing these computer programs being turned off and the real traders need to come in, and with it the spreads are horrendous.
    Reply
    Tried to snap up some SPWR 130s on the cheap but they didnt get that cheap yet.

    Very interesting in the options pit seeing these computer programs being turned off and the real traders need to come in, and with it the spreads are horrendous.
     
    LeRinkRat
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    Posted: Nov. 8, 2007 - 1:01 PM ET #117

    RIMM getting a "trim". down below $120. that's OK though considering it's doubled since the august low around $60
    Reply
    RIMM getting a "trim". down below $120. that's OK though considering it's doubled since the august low around $60
     
    Vermeer
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    Posted: Nov. 8, 2007 - 1:04 PM ET #118

    GOOG's balloon losing altitude rapidly...someone throw Bernanke ballast overboard!!!
    Reply
    GOOG's balloon losing altitude rapidly...someone throw Bernanke ballast overboard!!!
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 1:07 PM ET #119

    Rat,

    True..many of these stocks are bloated by 35-60% no kidding, AAPL and RIMM being a few..and the solars are probably bloated by 60% plus..but time will be the ruler over their valuations..

    RIMM deserves to be around 70, ISRG around 210, BIDU  below 300, GOOG below 600.

    These might sound crazy but seriously, the valuations I am saying are STILL rich from traditional valuation metrixes..     


    Reply
    Rat,

    True..many of these stocks are bloated by 35-60% no kidding, AAPL and RIMM being a few..and the solars are probably bloated by 60% plus..but time will be the ruler over their valuations..

    RIMM deserves to be around 70, ISRG around 210, BIDU  below 300, GOOG below 600.

    These might sound crazy but seriously, the valuations I am saying are STILL rich from traditional valuation metrixes..     


     
    LeRinkRat
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    Posted: Nov. 8, 2007 - 1:07 PM ET #120

    i just hope its a slow unwind and not a violent crash
    disagree. with a "slow unwind", the market will continue to go lower. think "Chinese water torture" (or ChiCom dollar dump / Bush Administration economic water boarding) vs "a violent crash" style "washout" that in the past has set the market up for a major rally.
    Reply
    i just hope its a slow unwind and not a violent crash
    disagree. with a "slow unwind", the market will continue to go lower. think "Chinese water torture" (or ChiCom dollar dump / Bush Administration economic water boarding) vs "a violent crash" style "washout" that in the past has set the market up for a major rally.
     
    KOAJ
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    Posted: Nov. 8, 2007 - 1:09 PM ET #121

    a good sign of capitulation finding more than 10:1 down v up ratio on the day

    then again, this is unlike anything we've seen before


    Reply
    a good sign of capitulation finding more than 10:1 down v up ratio on the day

    then again, this is unlike anything we've seen before


     
    Vermeer
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    Posted: Nov. 8, 2007 - 1:10 PM ET #122

    I wanna ride the insane Solar valuations down when their time comes, but not fighting the tape for now...
    Reply
    I wanna ride the insane Solar valuations down when their time comes, but not fighting the tape for now...
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 1:32 PM ET #123

    I didnt notice but HANS missed and got crushed.

    Me likey HANS in the middle 30s...man I like that trade a TON..
    Reply
    I didnt notice but HANS missed and got crushed.

    Me likey HANS in the middle 30s...man I like that trade a TON..
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 1:55 PM ET #124

    Looks like they are trying to bring it back..

    I am also noticing the MMs are pumping juice into options because of volitility.

    Anyone do some nibbling on the drop?
    Reply
    Looks like they are trying to bring it back..

    I am also noticing the MMs are pumping juice into options because of volitility.

    Anyone do some nibbling on the drop?
     
     
    wallstreetcappers
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    Posted: Nov. 8, 2007 - 2:02 PM ET #125

    Naz 30 pts off low, DOW 100 pts off low.

    Watch these f-ers take the DOW positive..


    Reply
    Naz 30 pts off low, DOW 100 pts off low.

    Watch these f-ers take the DOW positive..


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