This quarter was actually a mediocre quarter because the truth is starting to show up in their numbers
* Net earnings rose 95%. For the first time in many quarters, they did not deliver 100%+ earnings growth
* Future forecasts are being lowered (by 20% - from 48 cents next quarter to 38 cents)
* Margins are slipping
In other words, expectations are set for slowing sales. Hmm, but they have (I should say HAD) a high P/E projecting enormous growth.

[Edited on January 18, 2006 at 10:27 PM. Reason : asdfg]

1/18/2006 10:26:52 PM

i agree with all the above, but at the same time, 2nd quarter is always the weakest...not long yet, but really considering it, jobs might be pulling his mess again (underpromise over deliver)

also considering shorting GTRC...thoughts?

1/18/2006 10:54:02 PM

now that i think about it, another random thought abuot apple and steve jobs. that mans a freaking genius.
knowing that by not meeting analyst expectations for Q2 the stock price would drop no matter how good Q1 numbers were, what does he do, give a nice preearnings result at macworld, run the price up a couple points to give the real earnings some cushion
http://finance.yahoo.com/q/bc?s=AAPL&t=3m&l=on&z=m&q=c&c=
aftermarket prices after results are still higher than close the day before macworld.

or i'm overthinking this and could be giving the guy too much credit

1/19/2006 2:01:20 AM

Quote :

"Here's a couple that I'll be watching closely and probably picking up. Seagate (STX) All the new music and video downloading has to be stored somewhere - and that means more hard drive demand"

Seagate up almost 10% today on huge revenue reports
http://finance.yahoo.com/q?s=STX

Now I only wish I had bought some when i posted that.

1/19/2006 11:21:49 AM

considering TXN for something short term (1.5 points 2 days).
it looks really good from a technical standpoint, 5 MA breaking thru
fundamentally the company looks good too, but im thinking of not holding it thru earnings

1/19/2006 1:17:49 PM

Most of this thread is nothing but irrational investing. You would be better off buying index funds, which probably would yield a higher return than what you're doing now with all the trading expenses.

By the end of 2002 Cramer's stocks lost 94% of their value. Intelligent investors like Peter Lynch got out in 1994. Lynch's 20yr average on his mutual fund was 25.8%/yr.

1/20/2006 8:31:31 AM

^ agreed

I stick with a blend of assests

Wife and I have:

2 401(k)'s
2 Roth IRA's
2 Checking accounts
2 Savings Accounts
1 Money Market account
and a house

and we do the whole debt free or debt less than $300 carried over a month


I think the first priority in one's life to set them up for the future is to pay off any and all debt (minus car/house) as soon as possible.

it's made a big difference for us. You just have to have discipline.

oh and budgets are key. day trading gets you no where for the average person

1/20/2006 9:00:43 AM

Quote :

"Most of this thread is nothing but irrational investing. You would be better off buying index funds, which probably would yield a higher return than what you're doing now with all the trading expenses."

You assume far too much, kid. Most of us who play the market already have a diverse investment portfolio. The thing is, champ, that long term investments aren't worth talking about, since we hold on to them for years with little to no turnover.

1/20/2006 9:12:50 AM

^ what he said. i already own index funds and etf's (especially QQQQ). if you've got any good ones to recommend, feel free to do so.


and

Quote :

"By the end of 2002 Cramer's stocks lost 94% of their value. Intelligent investors like Peter Lynch got out in 1994. Lynch's 20yr average on his mutual fund was 25.8%/yr."

by definition, Cramer is a raging bull and Lynch is a fund manager. two completely different animals. if you're not an active investor, you should not be listening to Cramer in the first place.

1/20/2006 10:36:38 AM

^yup, i dont know about some of these other guys, but i have 3 accounts...roth, long term, and short term...my roth and long term are funds and etfs only, ie. vfinx, xlf, iwm etc.
my other one is for TRADES...that means holding anywhere from 1 day to 2 weeks, these are usually fundamentally strong companies, with technicals in some sort of trend

1/20/2006 10:40:13 AM

Quote :

"You assume far too much, kid. Most of us who play the market already have a diverse investment portfolio. The thing is, champ, that long term investments aren't worth talking about, since we hold on to them for years with little to no turnover."

Kid? Champ? While you fruit cakes are watching Jim Cramer scream his head off, I'm making 26-30% ROE on my real estate.

1/20/2006 12:40:54 PM

yeah, its not like any of us own any properties

1/20/2006 12:43:47 PM

Since you apparently don't read,

you probably missed my posts deriding Cramer.

But unless you have something intelligent or entertaining to offer,
you go run along and masturbate to your 26-30%, k?

1/20/2006 12:44:11 PM

fyi, what he said on page 1

Quote :

"I'd say it's more of the latter and less of the former. IMO, you are nuts to buy any recos given on this show within 30 days of when he pumps it on the air. In fact, you're are better off going short the day or two after the recos made are made on the show and covering for a profit within 30 days. (ie LAUR reco'd 12/2/05 as one example.) He might actually pick and pump a stock on his show on ok fundamentals and a story, but the person trading on the TV recos has these things working against him: 1) Cramer and his paid TheStreet.com subscribers are already in the trade. (ie Thanks for the pump Jim! Sign me up for another year of service!) 2) These paid subscribers that are short term traders know the pump is coming and will sell for a profit at your expense the day of TV airing. 3) You'll always get burned running mindlessly with the CNBC watching herd IMO. The smart money is unloading at that point. Something else I don't like about this guy is his double-talk. He changed his tune about Cisco late last summer telling viewers to finally buy. Then in late fall, he bad mouthed it and pretty much denied he ever reco'd it. Can't wait to hear what he's saying this week now that CSCO is up $2. And before you say it, that has nothing to do with feeling personally insulted b/c he dissed the CSCO stock, so much as I'm better able to remember the specific example b/c it's CSCO. I don't even own any CSCO stock. I'm not saying his TV recos are garbage, but you'd be better to check them out yourself then wait a month or more for the pullback until you decide to get in. He's after TV ratings not helping people make $ anyway. (and I mean "you" in the general sense, because generally people are dumb.)"

[Edited on January 20, 2006 at 12:53 PM. Reason : dsfgfggg]

1/20/2006 12:49:28 PM

^^ Yes, I saw that and completely agree with it.

Quote :

"But unless you have something intelligent or entertaining to offer, you go run along and masturbate to your 26-30%, k?"

Alright, here it goes: Excerpt from Warren Buffet - "If you are a 'know-something' investor, able to understand business economics and to find five to ten sensibly priced companies that posess important long-term competitive advantages, conventional diversification [boradly based active portfolios] make no sense for you. Diversification increases the chances that you will buy something you don't know enough about. 'Know-something' investors applying the business tenets, would do better to focus their attention on just a few companies -- 5 to 10." It's close to impossible to predict short term changes in the market that will yield more than the average market return. So you may be spending all your time trying to figure out the next market change and only come out with 8-10%.

[Edited on January 20, 2006 at 1:01 PM. Reason : spelling]

1/20/2006 1:00:19 PM

You're missing one important point.

It's fun.

The vast majority of my investments are tied in various long term vehicles, real estate, index funds, 401(k), IRA, etc. None of that is really interesting enough to warrant a great deal of discussion.

About 5% of my extra cash i use to play the market, with an emphasis on the word play. I'm pretty sure most everyone else who posts in this thread is of a similar mindset.

1/20/2006 1:20:48 PM

in other news, goog is getting slammed today. I guess it's a combination of people locking in their profits after yhoo's earnings report and this thing with the fed...

sru, you ever dump yours?

1/20/2006 2:07:49 PM

dumped about 2/3 of it today...nice ride while it lasted

1/20/2006 2:12:14 PM

my boy told me to get out yesterday--i didn't listen

1/20/2006 2:14:03 PM

Google is in a very volatile state due to high expectations and negligible output over the last few months. One lawsuit by the feds pushed its stock down by 8%.

1/20/2006 3:04:42 PM

Current Holdings:

MSFT
SCSS
CREE
ASTM
PFE

The ASTM was bought at ~1.30 and the SCSS was bought at ~13.00
All of them have returned decently except PFE which I only recently bought so its been performing like balls.

1/20/2006 3:25:34 PM

analysts at WR Hambrecht say the confusion caused by the fed situation presents a buying opportunity

1/20/2006 3:27:25 PM

you might wanna get rid of cree

they are able to come up with whatever earnings only because of govt subsidies. and the latest earnings are poor.

1/20/2006 3:27:57 PM

sure it's a buying opportunity because it is going to cause just some ripples in the very short term, but I guess that's what day traders go for.

1/20/2006 3:29:12 PM

so who lost big today??

1/20/2006 8:49:51 PM

my guess would be a lot of people

1/20/2006 11:29:27 PM

^its all about diversification, if it werent for COP and XLE, i woulda lost a helluva lot more then i did today...

1/21/2006 12:25:18 AM

^^^ i sold some GOOG, but didn't alter much else. on paper i lost considerable value, but i'm still up for 06.

1/21/2006 7:13:39 PM

USU has been my best performer for 06 so far. Check it out.

1/24/2006 2:16:26 PM

^ There must be an echo in here.

1/24/2006 8:24:11 PM

thinking about SNMX

1/25/2006 1:40:01 PM

^^ D'oh!

Has anyone said NSC yet?

1/25/2006 2:30:30 PM

Does anyone on here daytrade?


I dont like individual stocks, but I LOVE shorting the Dow after its inital kick every morning and then buying back later in the day...


I'm sure to get burned a little eventually, but I'm like 10 for 10 doing this the past few weeks.

1/25/2006 3:58:14 PM

^ im looking at starting to daytrade in the next couple months...i'm right at the minimum for nasd 2520 right now, so i wanna give myself some cushion before i start.
also, are there any daytrade clubs or groups around here? my mom is a part of one in charlotte, and they do info sessions and ideas and etc etc

1/25/2006 4:40:14 PM

i was never really a daytrader

although from time to time i've had stellar intraday gains

back in the late 90's it was CSCO and CMGI

more recently it was BIDU

1/26/2006 10:09:23 AM

i miss the late 90's.

I have so many stock options that are so far underwater that they look up to the fucking titanic.

1/26/2006 10:23:26 AM

the good ol' days

1/26/2006 10:39:39 AM

does anyone have any good info on CMG and their IPO today? it's starting above 40... which sounds pretty steep.

1/26/2006 10:41:24 AM

Company Name Symbol Expected IPO Date Shares Price

ALTUS PHARMACEUTICALS INC. ALTU 1/26/2006 7,000,000 $15.00

CHIPOTLE MEXICAN GRILL INC CMG 1/26/2006 7,878,788 $22.00

RESOURCE CAPITAL CORP. RSO 1/26/2006 10,000,000 $15.00-$17.00

IOMAI CORP IOMI 1/26/2006 6,250,000 $11.00-$13.00

SGX PHARMACEUTICALS, INC. SGXP 1/26/2006 4,000,000 $7.00-$8.00

CALUMET SPECIALTY PRODUCTS PARTNERS, L.P. CLMT 1/26/2006 6,450,000 $21.50

H&E EQUIPMENT SERVICES, INC. HEES 1/30/2006 10,937,500 $15.00-$17.00

FORTUNET, INC. FNET 1/30/2006 2,500,000 $11.00-$13.00

KOPPERS HOLDINGS INC. KOP 1/31/2006 10,000,000 $14.00-$16.00

DIGITAL MUSIC GROUP, INC. DMGI 1/31/2006 3,700,000 $9.00-$11.00



there's several today

1/26/2006 10:57:33 AM

currently

ALTU trading around 16.5

CMG trading around 43.2



i'm trying to find someplace where they announce time of day for the IPOs...seems elusive

i usually end up calling one of my trader friends

1/26/2006 11:03:24 AM

CMG was set to open at about $22/share. It opened above $40!

That's WAYYY to high for a food stock. I was all set to buy at the pop and sell later today, but that's wayyy too high.

1/26/2006 11:12:45 AM

yeah... i was contemplating buying at 42... it's at 47 now

1/26/2006 12:06:01 PM

Speaking of the 90's JNPR, the wanna be giant killer, is getting slammed after their earnings yesterday. Missed earnings target by 3c/share.

I'm just glad it hasn't hurt csco's price today. maybe that means the street thinks we're gaining market share from them. heh.

1/26/2006 12:39:26 PM

Im talking about just buying and selling the Dow (DJIA) every day.


I like buying/selling the Close.Higher contracts for the day...


I'll usually short at like 75 early in the morning, then put up a bid at ~35 and by lunch time it usually gets filled.... +$4 per share

1/26/2006 10:06:09 PM

been trying to play the volatility in CHNR

but haven't had the time or the huevos

1/27/2006 1:37:48 PM

i would guess the stock markets not gonna be good until 2009 when a democrat is back as president

1/27/2006 1:41:46 PM

dude

wtf

1/27/2006 1:42:31 PM

dude

wtf

I'm wondering of I should unload all of MSFT now that its way up. I started buying into the ishares tech fund (IYW), which is about 25% MSFT stock so I don't want to be too exposed.

[Edited on January 27, 2006 at 1:55 PM. Reason : .]

1/27/2006 1:47:11 PM

CTDC is another one that shows up on the radar

1/27/2006 2:06:43 PM

^^ determine how much of it you want to own first. you might just want to sell enough so that your weighted exposure is roughly what it was befor you bought the fund.

or just unload only enough to free up cash to buy something else that looks promising.

1/27/2006 2:10:50 PM