7 replies to this topic

[thespookyone]

It seems that everyone is ignoring the CPI release in the morning. If inflation rears it's ugly head again-does it trump the OK earnings by YHOO and INTC tonite? I say OK, because yahoo year over year growth(?) is pathetic relative to their PE (GOOG, their competitor, will probably grow earnings about 4X as fast). While at the same time, INTC is needing huge margin and revenue growth to match the earnings of two years ago. Obviously, low inflation numbers would help fuel the fire up. Good trading to all. Spooky

[n83]

It seems that everyone is ignoring the CPI release in the morning. If inflation rears it's ugly head again-does it trump the OK earnings by YHOO and INTC tonite? I say OK, because yahoo year over year growth(?) is pathetic relative to their PE (GOOG, their competitor, will probably grow earnings about 4X as fast). While at the same time, INTC is needing huge margin and revenue growth to match the earnings of two years ago. Obviously, low inflation numbers would help fuel the fire up. Good trading to all.

Spooky

all options stuff..30 strike price for yhoo 27.5 for intc..get as close but not quite

[ed rader]

It seems that everyone is ignoring the CPI release in the morning. If inflation rears it's ugly head again-does it trump the OK earnings by YHOO and INTC tonite? I say OK, because yahoo year over year growth(?) is pathetic relative to their PE (GOOG, their competitor, will probably grow earnings about 4X as fast). While at the same time, INTC is needing huge margin and revenue growth to match the earnings of two years ago. Obviously, low inflation numbers would help fuel the fire up. Good trading to all.

Spooky

hey if INTC were to gap up and sell off it wouldn't surprise me. when barrett and chambers and say the world economy is stronger than they ever seen LOB !

and i am plenty long semiconductors.

ed rader

[thespookyone]

Ed-To be honest, I've only been daytrading(going well) as I have truly been afraid to hold overnight-either way. So I'm flat, until I see an opportunity. I just want to say though, I find your comment HONEST and Refreshing-considering you do have positions-a nice break from the mindless pump or dump talk often seen! Spooky

Edited by thespookyone, 16 October 2007 - 10:16 PM.

[ed rader]

Ed-To be honest, I've only been daytrading(going well) as I have truly been afraid to hold overnight-either way. So I'm flat, until I see an oportunity. I just want to say though, I find your comment HONEST and Refreshing-considering you do have positions-a nice break from the mindless pump or dump talk often seen!

Spooky

thanx Spooky.... i'm only buying stuff that i think is washed and that i think can at least double in 2-3 years. these are LT investments that i hope will hold up better in a downturn.

there's always the chance that it's 1998 all over again in which case it may not take long ...........

so i'm not bullish but i also wasn't in 1999 and 2000.

ed rader

[ogm]

Ed-To be honest, I've only been daytrading(going well) as I have truly been afraid to hold overnight-either way. So I'm flat, until I see an oportunity. I just want to say though, I find your comment HONEST and Refreshing-considering you do have positions-a nice break from the mindless pump or dump talk often seen!

Spooky

thanx Spooky.... i'm only buying stuff that i think is washed and that i think can at least double in 2-3 years. these are LT investments that i hope will hold up better in a downturn.

there's always the chance that it's 1998 all over again in which case it may not take long ...........

so i'm not bullish but i also wasn't in 1999 and 2000.

ed rader

If you want something that was really pummeled into the ground, take a look at ARRS.

They have 30% of market cap in cash and trading at 10 times cash flow. Real value play here.

If they complete CCBL purchase they will realize a lot of savings. If not, the stock is still darn cheap here. With this kind of cash flow and cash on hand. They missed last quarter by a couple cents and the stock got demolished. And then they announced the CCBL aquizition that also pushed them down, though ultimately its a very good strategic purchase for them several quarters out.

Not an imiidiate reward situation, but great potential.

Edited by ogm, 16 October 2007 - 10:31 PM.

[NAV]

Ed-To be honest, I've only been daytrading(going well) as I have truly been afraid to hold overnight-either way. So I'm flat, until I see an opportunity. I just want to say though, I find your comment HONEST and Refreshing-considering you do have positions-a nice break from the mindless pump or dump talk often seen!

Spooky

Spooky,

Same here. Just daytrading. Why hold positions overnight in a range bound market ?

[thespookyone]

NAV-Couldn't agree more. Until this market is trending, overnight holds just don't seem worth the risk, especially considering the rewards intraday volatility has been providing.