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    All Forums | Investments

    November Stock Talk VI

    «First Previous 123456 Next Last»
    wallstreetcappers
    Vermeer
    KOAJ
    grapevinekid
    depeche2
    ...
    Participants:
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    Views: 3391
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    «First Previous 123456 Next Last»
     
    wallstreetcappers
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 3:56 PM ET #51

    Here is the meat from the CRDC release-

    "The use of the C-Port xA and Flex A devices is facilitating minimally invasive, sternum-sparing bypass procedures," said Dr. Balkhy. "The consistent and reproducible anastomoses generated using the C-Port systems coupled with the resulting compliant connection give me great confidence in the long-term viability of these grafts. Furthermore, whether operating on- or off- pump, the C-Port anastomosis systems offer surgeons unique access to a wide range of coronaries, especially particularly small coronaries, which have been difficult to bypass in the past. With the C-Port Flex A, we can reach areas of the heart that are often very difficult to hand-sew during beating heart procedures."

    The study found that 24 of 25 grafts of internal mammary arteries connected to LAD arteries were open, or patent, after the specified follow-up period as determined by 64-slice multidetector computed tomography. Ten grafts were evaluated at 30 or more days, with the remaining 15 grafts assessed at 90 or more days.


    The study came from an independant physician, the Chairman of Cardiac surgery in a Wisconsin Heart hospital..

    So using this device they dont have to crack open the sternum, AND they can access smaller arteries to use for the procedure, all with a tiny little hole which is sewn up with a single suture.

    I dont know a ton about this sort of work, but man that writeup sounds great for acceptance of the device.  
    Reply
    Here is the meat from the CRDC release-

    "The use of the C-Port xA and Flex A devices is facilitating minimally invasive, sternum-sparing bypass procedures," said Dr. Balkhy. "The consistent and reproducible anastomoses generated using the C-Port systems coupled with the resulting compliant connection give me great confidence in the long-term viability of these grafts. Furthermore, whether operating on- or off- pump, the C-Port anastomosis systems offer surgeons unique access to a wide range of coronaries, especially particularly small coronaries, which have been difficult to bypass in the past. With the C-Port Flex A, we can reach areas of the heart that are often very difficult to hand-sew during beating heart procedures."

    The study found that 24 of 25 grafts of internal mammary arteries connected to LAD arteries were open, or patent, after the specified follow-up period as determined by 64-slice multidetector computed tomography. Ten grafts were evaluated at 30 or more days, with the remaining 15 grafts assessed at 90 or more days.


    The study came from an independant physician, the Chairman of Cardiac surgery in a Wisconsin Heart hospital..

    So using this device they dont have to crack open the sternum, AND they can access smaller arteries to use for the procedure, all with a tiny little hole which is sewn up with a single suture.

    I dont know a ton about this sort of work, but man that writeup sounds great for acceptance of the device.  
     
    Vermeer
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    Posted: Nov. 15, 2007 - 4:00 PM ET #52

    The Federal Reserve injected more than $47 billion into the banking system on Thursday.
    Reply
    The Federal Reserve injected more than $47 billion into the banking system on Thursday.
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 4:01 PM ET #53

    Quote Originally Posted by Vermeer:

    The Federal Reserve injected more than $47 billion into the banking system on Thursday.


    Monopoly money..

    So when the hell are they ever removing liquidity?


    Reply
    Quote Originally Posted by Vermeer:

    The Federal Reserve injected more than $47 billion into the banking system on Thursday.


    Monopoly money..

    So when the hell are they ever removing liquidity?


     
    KOAJ
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    Posted: Nov. 15, 2007 - 4:02 PM ET #54

    Fannie and Freddie
    the government buying subprimes


    fyi - this is why the mkt crashed around 2 today....check cfc, c, and all the guarantors and homebuilders

    no government bailout...assholes in congress wanted fannie and freddie's portfolio raised...no chance says their oversight board


    Reply
    Fannie and Freddie
    the government buying subprimes


    fyi - this is why the mkt crashed around 2 today....check cfc, c, and all the guarantors and homebuilders

    no government bailout...assholes in congress wanted fannie and freddie's portfolio raised...no chance says their oversight board


     
    Vermeer
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    Posted: Nov. 15, 2007 - 4:04 PM ET #55

    and this

    The Fed accepted more than $20 billion of mortgage-backed securities as collateral in the moves, the Web site said.
    Reply
    and this

    The Fed accepted more than $20 billion of mortgage-backed securities as collateral in the moves, the Web site said.
     
    grapevinekid
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    Posted: Nov. 15, 2007 - 4:07 PM ET #56

    Sold my SKX earlier today at 21.60 and bought DRYS at 88.00. I read some bearish comments earlier today about DRYS at minyanville.com but I'll take my chances at this price.
     
    Reply
    Sold my SKX earlier today at 21.60 and bought DRYS at 88.00. I read some bearish comments earlier today about DRYS at minyanville.com but I'll take my chances at this price.
     
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 4:24 PM ET #57

    10 yr treasury at a 52 week low and headed down to 4% again.

    For those strong credit worthy people this will make some cheap long term mortgages.


    Reply
    10 yr treasury at a 52 week low and headed down to 4% again.

    For those strong credit worthy people this will make some cheap long term mortgages.


     
    depeche2
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    Posted: Nov. 15, 2007 - 5:21 PM ET #58

    Quote Originally Posted by wallstreetcappers:

    10 yr treasury at a 52 week low and headed down to 4% again.

    For those strong credit worthy people this will make some cheap long term mortgages.




    Yeah, for people who rent and have some cash with good credit and looking to become homeowners it's time for people to start sniffing around.  Without a doubt there some bargains out there that 5-10 years down the road people will be amazed that they ever got.  Smart people with cash are starting to buy value real estate on the cheap.  To me, that's a sign we're not too far from a bottom in housing IMO.
    Reply
    Quote Originally Posted by wallstreetcappers:

    10 yr treasury at a 52 week low and headed down to 4% again.

    For those strong credit worthy people this will make some cheap long term mortgages.




    Yeah, for people who rent and have some cash with good credit and looking to become homeowners it's time for people to start sniffing around.  Without a doubt there some bargains out there that 5-10 years down the road people will be amazed that they ever got.  Smart people with cash are starting to buy value real estate on the cheap.  To me, that's a sign we're not too far from a bottom in housing IMO.
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 5:48 PM ET #59

    Depeche..

    I am on some foreclosure mailing lists for this area and some HUGE deals are coming down the road as buyers are holding off.

    Today I got one for a historic district property which sold for 350k in May of 2005, now available after the auction for 149k, that is about 100/ft in a historic district.

    Wish I were sticking around the area..some awesome deals are there for the taking..especially after/during auction.
    Reply
    Depeche..

    I am on some foreclosure mailing lists for this area and some HUGE deals are coming down the road as buyers are holding off.

    Today I got one for a historic district property which sold for 350k in May of 2005, now available after the auction for 149k, that is about 100/ft in a historic district.

    Wish I were sticking around the area..some awesome deals are there for the taking..especially after/during auction.
     
    boiler-room
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    Posted: Nov. 15, 2007 - 7:15 PM ET #60

    Quote Originally Posted by wallstreetcappers:

    Depeche..

    I am on some foreclosure mailing lists for this area and some HUGE deals are coming down the road as buyers are holding off.

    Today I got one for a historic district property which sold for 350k in May of 2005, now available after the auction for 149k, that is about 100/ft in a historic district.

    Wish I were sticking around the area..some awesome deals are there for the taking..especially after/during auction.
        are u movin wall?,,,busy all day no time to post,,financials blow cock,,,2nite both cfb games over,,hoops,gtown ,,clemson over,,uconn over and in the dreaded nba,dallas over,,gl
    Reply
    Quote Originally Posted by wallstreetcappers:

    Depeche..

    I am on some foreclosure mailing lists for this area and some HUGE deals are coming down the road as buyers are holding off.

    Today I got one for a historic district property which sold for 350k in May of 2005, now available after the auction for 149k, that is about 100/ft in a historic district.

    Wish I were sticking around the area..some awesome deals are there for the taking..especially after/during auction.
        are u movin wall?,,,busy all day no time to post,,financials blow cock,,,2nite both cfb games over,,hoops,gtown ,,clemson over,,uconn over and in the dreaded nba,dallas over,,gl
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 7:41 PM ET #61

    I took Dallas over too bro..good luck to us.

    I MIGHT be moving...geez..

    But if I were/am staying I would be snapping up a few of these deals because in a historic district that one I am referencing is an AWESOME deal..
    Reply
    I took Dallas over too bro..good luck to us.

    I MIGHT be moving...geez..

    But if I were/am staying I would be snapping up a few of these deals because in a historic district that one I am referencing is an AWESOME deal..
     
    boiler-room
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    Posted: Nov. 15, 2007 - 8:11 PM ET #62

    whats with the geez wall? not like i asked u 5000 times if u were moving,,first i heard of it ,,chill brother
    Reply
    whats with the geez wall? not like i asked u 5000 times if u were moving,,first i heard of it ,,chill brother
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 9:38 PM ET #63

    boiler,

    That was more of a SIGH than a snip at you..

    Sorry it came across that way.

    The whole idea of having to makes me sick to my stomach..definately no reflection of the question asked..

    Rather not thrilled about the prospect of doing so...
    Reply
    boiler,

    That was more of a SIGH than a snip at you..

    Sorry it came across that way.

    The whole idea of having to makes me sick to my stomach..definately no reflection of the question asked..

    Rather not thrilled about the prospect of doing so...
     
    boiler-room
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    Posted: Nov. 15, 2007 - 9:55 PM ET #64

    where to wall?  good start 2nite for me,,gtown W,,uconn overW
    Reply
    where to wall?  good start 2nite for me,,gtown W,,uconn overW
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 10:10 PM ET #65

    I got the 1H over in on Dallas..and I am going to lose on Oregon..so a split night.

    Looks like back east AGAIN..

    Lived in Philly 5 yrs ago, might be back to that region again.

    yucck..

    Arizona has plenty that I really like..not having the winter season sure is nice..
    Reply
    I got the 1H over in on Dallas..and I am going to lose on Oregon..so a split night.

    Looks like back east AGAIN..

    Lived in Philly 5 yrs ago, might be back to that region again.

    yucck..

    Arizona has plenty that I really like..not having the winter season sure is nice..
     
    boiler-room
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    Posted: Nov. 15, 2007 - 10:27 PM ET #66

    clemson overW,,3-0 in coll hoop,,,nothin wrong with east coast,,i know its nice out there ,my buddy went to asu in the early 90's,,,visited there once ,,cool place ,, nice broads,,although i do recall some bullshit like the bars close early like 1:oo or some shit,,not good for a degenerate like myself,,,2 of my friends went to st joes in philly,partied there as well,,,there is one good thing about philly,,get on ac expressway,head east ,presto,one hour later ur in ac baby!
    Reply
    clemson overW,,3-0 in coll hoop,,,nothin wrong with east coast,,i know its nice out there ,my buddy went to asu in the early 90's,,,visited there once ,,cool place ,, nice broads,,although i do recall some bullshit like the bars close early like 1:oo or some shit,,not good for a degenerate like myself,,,2 of my friends went to st joes in philly,partied there as well,,,there is one good thing about philly,,get on ac expressway,head east ,presto,one hour later ur in ac baby!
     
    boiler-room
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    Posted: Nov. 15, 2007 - 10:45 PM ET #67

    mavs over  w,,on a roll !!!!!
    Reply
    mavs over  w,,on a roll !!!!!
     
    wallstreetcappers
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    Posted: Nov. 15, 2007 - 10:46 PM ET #68

    Boiler,

    Yeah I would hit AC when I lived there before..did I ever win? Maybe once or twice..I couldnt win a damn out there.

    I liked Philly and if we go in that direction it will be good..just lots to like about Arizona.

    Nice job 3-0..I need to tail you when you feel good about plays.  
    Reply
    Boiler,

    Yeah I would hit AC when I lived there before..did I ever win? Maybe once or twice..I couldnt win a damn out there.

    I liked Philly and if we go in that direction it will be good..just lots to like about Arizona.

    Nice job 3-0..I need to tail you when you feel good about plays.  
     
    claycourtlesson
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    Posted: Nov. 16, 2007 - 6:14 AM ET #69

    Vermeer-
     
    Oh no.  If the WSJ is piling on the US Dollar along with me, then I may be doomed.
     
    To me, the WSJ, Barron's, IBD, and CNBC are nothing but "the public."  Being on the same side as the WSJ may spell doom.
     
    Had no idea they were now touting the US Dollar.  Yikes.....
    Reply
    Vermeer-
     
    Oh no.  If the WSJ is piling on the US Dollar along with me, then I may be doomed.
     
    To me, the WSJ, Barron's, IBD, and CNBC are nothing but "the public."  Being on the same side as the WSJ may spell doom.
     
    Had no idea they were now touting the US Dollar.  Yikes.....
     
    Vermeer
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    Posted: Nov. 16, 2007 - 7:57 AM ET #70

     CC:

     Well my friend, you are hardly alone in your logic regarding the dollar. The decline has been preciptious, and many of the same people who think oil is up "just on speculation" ( ie, your average scared Saudi official)  think that the USD has reached illogical levels. I tend to disagree with both camps but can see why after such a year bottom feeders are coming out in reference to the dollar.The self serving comments by Saudis on oil need no deconstruction.

      As for the public, I recommend you read The Wisdom of Crowds by Surowiecki, you might have a better opinion of the public. But maybe not!!

     The article Unloved Dollar Might Just Win Favor Again by Mark Gongloff pretty much recounted all the reasons you suggested...

     

     

    Reply
     CC:

     Well my friend, you are hardly alone in your logic regarding the dollar. The decline has been preciptious, and many of the same people who think oil is up "just on speculation" ( ie, your average scared Saudi official)  think that the USD has reached illogical levels. I tend to disagree with both camps but can see why after such a year bottom feeders are coming out in reference to the dollar.The self serving comments by Saudis on oil need no deconstruction.

      As for the public, I recommend you read The Wisdom of Crowds by Surowiecki, you might have a better opinion of the public. But maybe not!!

     The article Unloved Dollar Might Just Win Favor Again by Mark Gongloff pretty much recounted all the reasons you suggested...

     

     

     
    Vermeer
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    Posted: Nov. 16, 2007 - 8:07 AM ET #71


     PS:

     The one major reason to be beaish on the dollar in the near/mid term, but for me a rate cut by the Fed is almost guaranteed...and that does not bode well for the USD, nor for the price of oil.

    Reply

     PS:

     The one major reason to be beaish on the dollar in the near/mid term, but for me a rate cut by the Fed is almost guaranteed...and that does not bode well for the USD, nor for the price of oil.

     
    Vermeer
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    Posted: Nov. 16, 2007 - 9:32 AM ET #72

     Hey an economist NOT in a bubble stumbles into reality...at least Goldman Sachs knows what it is doing...

    "The macroeconomic consequences could be quite dramatic," Hatzius said in the note to clients. "If leveraged investors see $200 billion of the $400 billion aggregate credit loss, they might need to scale back their lending by $2 trillion."
    Reply
     Hey an economist NOT in a bubble stumbles into reality...at least Goldman Sachs knows what it is doing...

    "The macroeconomic consequences could be quite dramatic," Hatzius said in the note to clients. "If leveraged investors see $200 billion of the $400 billion aggregate credit loss, they might need to scale back their lending by $2 trillion."
     
    grapevinekid
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    Posted: Nov. 16, 2007 - 9:38 AM ET #73

    Looks like DRYS gets a nice little pop today after announcing late yesterday they will buy more ships expecting more Chinese demand.
    Reply
    Looks like DRYS gets a nice little pop today after announcing late yesterday they will buy more ships expecting more Chinese demand.
     
    wallstreetcappers
    wallstreetcappers
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    Posted: Nov. 16, 2007 - 9:48 AM ET #74

    I read that bit too on DRYS and it makes sense.

    Shorts are bringing it back down though..definately a target and the tap shows it.

    DRYS is very weak technically over the past two sessions, as is SPWR..going red right now.
    Reply
    I read that bit too on DRYS and it makes sense.

    Shorts are bringing it back down though..definately a target and the tap shows it.

    DRYS is very weak technically over the past two sessions, as is SPWR..going red right now.
     
     
    wallstreetcappers
    wallstreetcappers
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    Posted: Nov. 16, 2007 - 10:33 AM ET #75

    That fake rally didnt even last an hour..

    GOOG getting pounded, so is SPWR and RIMM and BIDU.

    FSLR on the other hand is holding in quite well...  
    Reply
    That fake rally didnt even last an hour..

    GOOG getting pounded, so is SPWR and RIMM and BIDU.

    FSLR on the other hand is holding in quite well...  
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