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  1. K

    RIMM - Earnings Thursday

    MONSTER quarter! Very pleased to be long on this one. Biggest plus on this one was margins @ 43%-44% vs. expected 40%. Now where do we go from here? A lot of good news coming out lately i.e. Blackberry App store similar to Iphone store, Blackberry Niagra rumours, news of a new phone with...
  2. K

    Everything Is Roses, Jobs Report Will Be Great Tomorrow

    Jobs report will NOT be great tomorrow. In fact, I think the jobs report will be quite horrible. But that being said, I don't think it will have too much of a negative impact on the markets as we've come to expect it.
  3. K

    RIMM - Earnings Thursday

    My god the hype! I am concerned these earnings are being overhyped and could cause a selloff tomorrow no matter what they report. Sell the rumour buy the news???
  4. K

    Oil sands break even = $40/barrel, double digit returns = high 40's-50 range

    Maybe so, but I think Q2 earnings from oil sanders will prove the article to be truthful. The article also mentions starting back up the new oil sands projects at these levels which is nothing but good news for the industry.
  5. K

    FASB M to M rule change, when will it come out tomorrow ?

    Fair value accounting should no longer be synonym for mark to market. Fair value accounting now means fair value according to banks as opposed to it's previous meaning, fair value according to market.
  6. K

    Oil sands break even = $40/barrel, double digit returns = high 40's-50 range

    http://www.reuters.com/article/marketsNews/idAFN0133604420090401?rpc=44 I post this because I've read past discussions on this board suggesting oil prices need to be much higher for oil sands to be profitable. Jump on this train QUICKLY if oil prices remain stable.
  7. K

    RIMM - Earnings Thursday

    Long term I agree with you as I see margins inevitably getting squeezed big time due to increased competition unless they come out with some kind of new game changing technology. Just curious, is there ANYTHING you're bullish on? Or have you stayed a bear through this rally and beyond?
  8. K

    Cramer

    Another Cramer bashing article...nothing like shooting fish in a barrel... Problems I have with this article: 1. First of all I don't believe in buy and hold long term. Period. May work in some cases, doesn't work in many. This article loves buy and hold. 2. "Markets move...
  9. K

    FASB M to M rule change, when will it come out tomorrow ?

    Poof! Goodbye asset write downs! It's way more fun as an investor to guess the true balance sheet situation of the banks anyways..... If the banks say their assets are worth more than they are, then it must be true!
  10. K

    RIMM - Earnings Thursday

    There is a lot of bullishness surrounding this stock coming up to earnings. Do you sell the recent runup in anticipation of RIMM not meeting expectations and avoid the subsequent selloff? Or will RIMM beat expectations and result in a large gain? Or possibly an earnings beat is being priced...
  11. K

    It doesn't have to be like this

    You make me physically sick to my stomach.
  12. K

    EVERYTHING is being spun positive

    Clearly sentiment has changed over the past month, which I don't think is insignificant. It's the opposite of what happened late 2008/early 2009 where every report no matter how bad it was was spun to sound even worse. The bears who wouldn't shut up a few months ago and predicted the...
  13. K

    Microsoft asks feds for a bailout

    What a joke. Hardly suprising, but laughable nonetheless. How many other companies are going to come out of the woodwork claiming to be "too big to fail".
  14. K

    Lawmaker eyes recoupment of mark-to-market losses

    Don't get me wrong, I am completely and 100% for the mark to market accounting rules and don't think they should be changed. However some are calling for a the standard to be scrapped or suspended which I don't agree with. The Canadian style standard might be a nice compromise between the two.
  15. K

    Short Opportunity of A Lifetime AZO Auto Zone

    My friend runs a mechanics garage similar to this (but on a much smaller scale obviously) and says business is booming right now. People want to repair not buy new.
  16. K

    Lawmaker eyes recoupment of mark-to-market losses

    As per Canadian accounting standards, held to maturity securities are on the balance sheet at cost with any unrealized gain/loss amortized over the life of the security. The only unrealized gain/loss recorded in earnings is on held for trading securities. This would alleviate many of...
  17. K

    GM Wagoner: rats are getting out of the ship?

    Very dangerous precedent indeed. Americans should be outraged. Each and every day we get more and more news of the government sticking their nose in businesses internal affairs. Whether some of this intervention was necessary or not is irrelevant, the fact remains that the government is...
  18. K

    Former regulators: Less stringent 'fair value' FASB rules will "hurt investors"

    My thoughts exactly. If something is worth $50 RIGHT NOW I want to know that...not have the company tell me it's worth $100 RIGHT NOW because that's what they paid for it originally... Let the company reap the benefits when/if these assets increase in value.
  19. K

    Stop paying credit cards. Give yourself a bailout!!

    Keep updating us on what happens. I am curious to see how they handle this.
  20. K

    the wolf-pak method

    I am not saying your "approach" works or doesn't work, but why do you care so much about convincing the ET world that you are a genius? If you know it works, who cares what others think? Seems as though you are looking for approval of some sort.
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