Recent content by bostonsoxfan

Just a heads up, if the stock you like to trade is one of their major holdings, you may want to take a look at this article. More than 20 mutual funds are dropping their managers. There is going to be some turnover in the market come January as the new managers ushered in will dump everything...

Good article thanks. Seems to be one of a small amount of good trades that I made. As for the rest of the portfolio, I ignore.

Someone posted that they were levered 43:1, Bear was 33:1 and all I see is 7:1 on the balance sheet. Does anyone have any info? I sold out at around $27 some time after they requested to be on the no-short list but would like to keep up on the stock and would like to get in if the BS doesn't...

Better yet. Get the Bloomberg channel, if you need news streamed in. I prefer Reuters but who the hell wants to pay for that hook up.

Sorry if this offends but You give the public TOO MUCH credit! I used to trade for 401K accounts in 2003. Sheeple as they are lovingly called would react in the following way. I would check the Dow (yes, I know 30 components, price weighted and useless but we are talking sheeple), if Dow <...

Michael Lewis just came out with an article and if you've read the book it's a great follow up. It's two stories actually and kind of long. Both good in my opinion but if you want to cut to the chase, go to the last 3 pages of the article...

Thanks for the correction. I misread his note return of equity vs: return on equity. I thought he was using it as a screen for valuation.

Most models that I've done or looked at have a WACC between 8 and 10% but that was before the credit crunch. The banks won't lend so the estimates are far out estimates. Consider BA, they just stopped giving guidance. By the way, Return on Equity is Net Income/Shareholder's Equity and I...

I would like to buy this stock too so I'm looking for it to come down a bit. I seem to always wait too long to get into this stock. Yes the consumer market is going down but this stock lost a lot of value. P/E is around 19 from an average tech would have been around 30 in 2003. They have...

Please note this is a total guess but I am throwing it out there with the others. I do hope I'm wrong. It would be nice if this was equilibrium at this point. I am shorting this market rally. The reason I believe it's a rally is because the market is still reacting to good/bad news. I will...

I tried to find the article but couldn't. I bought some GS but got out because of the report of the VW short squeeze. MS Investor relations came out and denied that they were in it. GS said they would not comment on it but the article said that someone on the inside said they were not involved...

What is your game plan for the day? Wait till everyone starts running or jump in and buy for those stocks that usually have their lows at the beginning of the day? By the way, good luck to everyone today and hopefully we are going to see some capitulation.