Tech earning bubble

With a rip roaring 5 year eps growth rate of 2.5 % during the great recovery and a stellar 6% eps growth rate this year and a "koolaid" projected 10% for 2014 this hot company
Is still up 40% in the last 12 months after getting cloberred on a downgrade today due
to what? Why valuation for one. That analyst better get back in line.
3M , MMM.
 
Right, so whats the point, well none really. Just that tech gets a lot of attention while stealth comcerns like AIZ a dental PPO provider is up better than Priceline over the last 12 months. Auto parts and sequester battered defense stocks are stright up also.
Again, no point really, just saying.
 
Quote from hajimow:

Be patient my dear be patient. Rome was not built in one day. Do you see MCD? ADI will go down for sure. Very Very soon.
More...

Today again ADI up, when market is clearly down.

You see, they figured the CEO right: he announced dividend today, yet three days ago he announced the negative news! Read my post about how the market thought he would say the opposite.

The CEO did like you: You said down and yet sold puts, and he said lower guidance, yet today announced dividend.

Post of last Friday (three days ago):

Quote from tradingjournals:

The market did the opposite of what both you and that CEO said today.

The market is right, because it focuses of what people do, and not on what people say.

Take that ass CEO. I would not be surprised if he says an outlook worse than he really thinks, so that next earnings he says I made a surprise and then ask for a bonus for basically saying the opposite of what he said in the past. Now if he indeed does not do well, he will say I already told you so people will not be upset at him.

That is why a CEO could a liar.
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I believe in figuring out what a CEO would do, not what he utters from a bullcraping mouth.
 
Quote from tradingjournals:

Today again ADI up, when market is clearly down.

You see, they figured the CEO right: he announced dividend today, yet three days ago he announced the negative news! Read my post about how the market thought he would say the opposite.

The CEO did like you: You said down and yet sold puts, and he said lower guidance, yet today announced dividend.

Post of last Friday (three days ago):



I believe in figuring out what a CEO would do, not what he utters from a bullcraping mouth.
More...

ADI announces the dividend on its Q report. I did not see any special report today. Do you mean a special dividend? The dividend rate is less that 3% a year. I believe the reason should be something else.
 
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