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  1. J

    rally into the close?

    looks like the beginning of the second push by the longs .... got to -75 the first time and then the shorts pushed back to -125. we're at -85 now and heading towards the green hopefully. definitely riding the back of financials .... not a chance the S&P ends in the red ...
  2. J

    Xlf

    traded down/flat most of the day while financials were trading up. finally looks like the market is correcting itself and pushing XLF up with the components. http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=leh%2C+mer%2C+gs%2C+ms%2C+bsc%2C+c%2C+acas%2C+xlf
  3. J

    Wachovia "WB" is a safe short ? !!

    you picked a bad time to short ... monday would have been better. the market is getting ready to rally into the close as no trader wants to be caught with his pants down on monday morning when the dow opens up 150. everyone seems to be covering their short positions (from those i've spoken...
  4. J

    DRA - vote today

    This is more of an "I told you so post", but DRA had their vote today and there is no reason to expect the buyout not to happen. Management owns a boatload of shares, so the vote was more or less a lock. I was pounding the table on this one back in October when it was in the mid $12s ... still...
  5. J

    SEA - proxy out

    http://www.profitquotes.com/cgi/?a=news&ticker=a&w=&story=20071107323702.html Shares down this week with the market, but when this is deal is approved later in the month, expect to see this pop back over $16 or so (as it did when the announcement was originally made).
  6. J

    First Solar

    http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=fslr this could be a short pull back before a longer run up, but i wouldn't expect it to last. this stock is grossly overvalued ...
  7. J

    Csco

    if you bought at 11am you would have been incorrect in your assumption :) http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=csco might get a good deal in the options market though ...
  8. J

    AAPL launching iPhone in France Nov 9.

    he can't afford to keep his private jet after today .... http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=aapl and fuel costs were just killing him! http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=/CL7Z
  9. J

    Washington Mutual going under:

    The dividend will have to be cut. I think it's already priced into this one. http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=wm as for the bank in general, they can't go out of business. they are too big. someone will come along and buy them at some level. the key...
  10. J

    Defense Stocks Up Again!

    http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=GD%2C+LLL%2C+LMT%2C+NOC%2C+RTN same as before :D
  11. J

    LLL - Running Into Earnings

    http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=lll here's the link to the stock quote. you don't have to give us updates any longer :D
  12. J

    GSI (China Steel Stock)

    http://www.profitquotes.com/cgi/?a=news&ticker=a&w=&story=200710200710230900PR_NEWS_USPR_____CNTU009 not much pop left as they pre-announced earnings.
  13. J

    BIDU Downgraded by RBC

    http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=bidu I'd be willing to bet the next thing is $300 before $400 ... sold some December 400 calls this morning ...
  14. J

    For those interested in financials

    No, not a joke .... these a mostly BDCs. Good dividends that pay you to weather the storm. Strong commitment to maintaining/increasing the dividend (check out the dividend history for any of them). Don't know where the bottom is, but for the brave, it's worth checking out i think...
  15. J

    oil prices out of control

    While oil was down today, the forward month prices (out 6-12 months) all showed increases. this is going to put a larger pinch on consumers going forward. is this supply/demand issues or hedge funds and traders having a field day at our expense...
  16. J

    How do you see AMZN now?

    all the tech stocks are weathering the storm well ... http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=aapl%2C+goog%2C+bidu%2C+amzn and regarding the next two months, watch out for investors selling hard into december wanting to take the tax losses. any dog that is...
  17. J

    Does this mean the Fed has to cut again?

    http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=gs%2C+leh%2C+bsc%2C+ms%2C+mer%2C+c
  18. J

    dry bulk shippers

    see the drys thread .... related to BDI falling today
  19. J

    drys..

    for those that don't understand BDI .... these companies let their ships' charter rates float in the spot market as opposed to those that have fixed rate charters. when the BDI is down, the floaters sink (sorry, lame) for those interested in learning more, check out...
  20. J

    drys..

    BDI was down today ... all dry bulkers down today http://www.profitquotes.com/commodities-quotes.mpl?a=detailed&ticker=drys%2C+dsx%2C+prgn
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