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BZH just beat on earnings and raised guidance nicely. I believe this bodes well for the builders today on the back on PHM's solid earnings, stock split, and 60% dividend increase. * BZH sees FY05 $8.00-8.25, up from previous co g..Jul 28 06:32 BZH sees FY05 $8.00-8.25, up from previous...

Lehman was pretty bearish going into earnings so lets see if they get behind the stock. From July 14: Live In Play 14-Jul-05 08:10 STRA Strayer Education downgraded to Equal-Weight at Lehman (84.90 ) Lehman downgrades STRA to Equal-Weight from Overweight and trims...

STRA beat by 2 cents, 85 compared to Thomson at 83. The high estimate at Thomson was 84. Revs were a little light, 55.2 vs Thomson at 55.39 Guidance was at 41 to 43 while Thomson was at 38 with a high estimate at 42. This looks impressive if the street can get by the light revs...

The earnings plays have worked very well. Waiting to see how PHM turns out as shorts are not attacking it and I don't see any real potent spike yet. Guidance was a little light and conservative. They announced a split as I had expected but was expecting more bullish guidance than this.

From Briefing: Live In Play 27-Jul-05 17:02 PHM Pulte Homes beats by $0.21; announces 2-for-1 Stock Split and 60% Increase in dvidend Reports Q2 (Jun) earnings of $2.30 per share, $0.21 better than the Reuters Estimates consensus of $2.09; revenues rose 30.8% year/year to...

2.30 on EPS and 3.29B revs against est of 2.09 EPS and 3.13 B revs. Raises guidance! Still pouring over report. Stock split!

NTGR, MSTR, and STRA are tomorrow.

Long NTGR, PHM (Today AH), STRA, MSTR into earnings! Drivers for each call: NTGR 22% Short float, beat last QTR and spiked 22%, analyst research, technical picture (double top breakout). July 18 announcement of 70% growth in Asia in 05 PHM, "Bubbelhead CNBC shorts" soaked...

LMAO

A Wall Street Affair: This Bachelor Party Gets Lots of Attention Probe Centers on Payments For Fidelity Star's Bash; Private Jet to South Beach By SUSANNE CRAIG and JOHN HECHINGER Staff Reporters of THE WALL STREET JOURNAL July 18, 2005; Page A1 Even by Wall Street's over-the-top...

Bidder for WPT confirms the $700 mln offer expired Wed Jul 13, 2005 10:22 AM ET NEW YORK, July 13 (Reuters) - U.S. poker champion Doyle Brunson confirmed in a brief statement on Wednesday that the $700 million offer to buy gaming entertainment company WPT Enterprises Inc. (WPTE.O: Quote...

The charts says they may want to look for who dumped on the downside vol 15 min Friday at the open when the stock was no where near $35 which was the offer price on the wires.

Waiting for WPTE to come back into the teens and may slap a pairs trade long WPTE and short partypoker/partygaming in the UK which has had a fantastic run since the IPO.

I don't. Thats a potent combination of competitive sport with characters (Moneymaker, Phil Ivey, etc.) and gambling. People always will be bullish on the excitement and high that comes with taking risk and losing money. I believe the high growth is in Europe now, not the US.

(1) The CEO and Brunson are "friends" so why wouldn't WPTE be able to get Brunson on the phone before Monday when offer was submitted on the 6th? (2) Why did the law firm back out over the weekend? (3) Lipscomb was on CNBC today acting like it wasn't a big deal. (4) Most likely, the...

If you go back and read that Post article, it's clear that Brunson was pretty out of touch with even the simple terms of the offer. When a reporter asked him if it was an all-cash bid, he was like, "Well, if that's what it says." Sounds like he played a high stakes game and lost and had to go...

My call here is a massive fraud as the offer expired today and Dolly was quoted on the wires that he was looking to close the deal after the tournament on the 16th but the offer was set to expire today. LMAO Dolly has backers for his site Doylesroom.com who pay him to use his name for his...

World Poker Tour shares slid as bid crumples Tue Jul 12, 2005 04:42 PM ET NEW YORK, July 12 (Reuters) - Gaming entertainment company WPT Enterprises Inc's (WPTE.O: Quote, Profile, Research) shares slid on Tuesday after a $700 million bid from U.S. poker champion Doyle Brunson crumpled...

LMAO

LOL Exactly, what you were asking was unwarranted. "all I was asking was that people did control their emotions by not banging on about how much they made" Why would traders change their daily routine and focus because of terror in London where 30 odd people die? If someone talked...