the article makes sense, long story short: i think it is a function of increases in new money, from the wealth effect being felt globally, that's being saved, and thus entering asset classes across the board. i think gold is going to $900.

btw, international ETFs portending a down day tomorrow.

4/30/2007 12:24:30 PM

I've heard a good amount of talk about the euro going higher.

Whats a good euro ETF?

4/30/2007 12:34:58 PM

EWO dropped today, but its been one of my best ones. Austria is very free market, and is well positioned to gain from Eastern Eu growth. EWG is similarly positioned, although it has a different macroeconomic dynamics (still shedding socialist tendencies).

look for all the ones that start with "EW_", they usually do me good:

http://finance.yahoo.com/etf/browser/mkt?k=9&c=0&f=0&cs=1&ce=458

4/30/2007 12:48:14 PM

Picked up some SNDK today.

5/1/2007 1:10:51 PM

i would be in selling mode right now. the only thing i would buy right now is healthcare and gold.

5/2/2007 10:08:00 AM

not to be all trollish...but huggard of bus 225 said gold is something to stay away from(videos came out in 2004 though so idk)

5/2/2007 10:08:54 AM

Don't buy gold coins in bury them in your backyard, but it certainly deserves a spot in your portfolio. Last year I picked up a nice natural resource fund with gold, silver, oil, etc.

5/2/2007 10:59:04 AM

fyi

http://www.fastmoneystockpicks.com/

5/2/2007 11:19:00 AM

Ha. I didn't know there was a specific fund called gld. Good stuff.

5/2/2007 11:20:14 AM

interesting day for network equipment stocks

CSCO up ~3%
NT up ~9%
NTAP up ~2.5%
JNPR up ~2.3%
FFIV up ~ 2%

5/2/2007 1:55:34 PM

I'm debating picking up some NWS. They were downgraded from 5 to 3 stars so the price took a nice little hit.

Thoughts?

5/2/2007 2:00:59 PM

w00t csco

Out of curiosity, do they have a good epp Bobby?

5/2/2007 2:12:06 PM

i think it's pretty standard, can participate in ESPP up to 10% of salary at a 15% discount. I really don't know how it compares to others, as i've been working here since the tender age of 19.

5/2/2007 2:35:07 PM

Ours used to be 15%, but they dropped it down to 5% fairly recently.

5/2/2007 2:35:41 PM

BEBE reports earnings tomorrow.

I'm digging around trying to decide if I should buy in or just do naked calls at 17.50 (which is also the current stock price).

The premiums are very tempting.

5/2/2007 3:35:58 PM

I sold naked calls at 17.50 with a contingent order to buy to cover if the stock hits 17.75 - so worst case scenario I still make .50 per share.

I also bought half as many puts at 17.50 - after that worst case scenario is me making .25 per share.

Hopefully earnings are shit and I can buy back my calls and sell my puts for a gain.

5/2/2007 3:58:06 PM

i've never been comfortable with options on retail stocks. i think i can hang with commodity and commodity derivatives (like VLO options), but that's about it.

also, pull up a 4 year chart and check out the ~6 month cycle on CRGN. i think i might test it.

5/3/2007 11:30:08 AM

my MBLX is doing well after an annoucement of their joint venture with ADM

5/3/2007 3:37:41 PM

once all these earnings catalysts pass, we'll see a major pullback

5/3/2007 7:19:58 PM

[Edited on May 3, 2007 at 7:23 PM. Reason : sdfgsdgdf]

5/3/2007 7:23:44 PM

BEBE is down to 16.73 after hours. Looks like I doubled my money.

Too bad this doesn't make up for all of the other dumb shit that I have done.

5/3/2007 7:43:58 PM

therapeutically aligned ETFs. compelling.

http://www.healthsharesinc.com/
http://www.healthsharesinc.com/guide/about_our_funds

[Edited on May 4, 2007 at 11:28 AM. Reason : d]

5/4/2007 11:24:44 AM

yay for YHOO

5/4/2007 1:56:43 PM

MSFT acquiring -- should've known. its funny because i metioned a page or so back that GOOG should be buying YHOO.

quick & dirty math:
-the $50 bil buyout that is being talked about is a 17% premium from YHOO's current market cap.
-its seems the market is 70% sure it will happen.

we'll see. i might take it for a ride myself.



[Edited on May 4, 2007 at 3:33 PM. Reason : [Edited on May 4, 2007 at 3:31 PM. Reason : ewrwerwerwerfdfdfdfdfdfdss]]

5/4/2007 3:28:13 PM

You guys are missing all the fun....

http://thewolfweb.com/message_topic.aspx?topic=475382

5/4/2007 3:40:25 PM

^^ If i had the sac, i would short the hell out of YHOO.

5/4/2007 3:43:22 PM

so looks like the takeover/merger is out, and a partnership is in the works.

http://www.bloomberg.com/apps/news?pid=20601087&sid=a.vXPkA67erI&refer=home


wish i had shorted now!

5/5/2007 11:04:26 AM

What's the difference between ytd returns under returns and the ytd under trailing total returns

http://finance.google.com/finance?q=VFIFX

5/5/2007 11:42:10 AM

^^don't regret not shorting YHOO. its hard to short anything when the bull gets mad cow disease. i'm glad i stayed away from it altogether; per Eric Bollings recommendation.

^i don't get it. maybe they mean YTD as of 4/30/07, and then trailing YTD means YTD as of 1/1/07.



[Edited on May 6, 2007 at 6:02 PM. Reason : ^^]

5/6/2007 5:59:51 PM

Azn markets are high. Eu should hold up to. This might be a good day to sell into.

5/6/2007 10:08:44 PM

besides looking at morningstar ratings on specific funds, how do you get info on the basic brokerage house that has the fund? i.e. barclay's v. vanguard? or does it really boil down to the specific manager behind the fund? specifically, i'm looking to find good small-cap growth ETFs and have found IJT and VBK. Any other suggestions?

5/7/2007 11:15:01 AM

I use morningstar for more than just their rating system. I look at the fund's returns as well as its detailed holdings. I also try to find funds who have had the same manager for the past few years.

5/7/2007 11:22:07 AM

^^ go here and sort by category and look at performance.

http://finance.yahoo.com/etf/browser/mkt?k=9&c=0&f=0

most times yahoo doesn't have the funds holdings listed. go to marketwatch.com for that.

5/7/2007 11:29:13 AM

Anyone have any insight as to why Adaptec is so low? Looks like it bottomed out around February-March right before filing it's quarterly report. What was so bad in there and why is this stock so slow to recover?

The main thing that brought this to my attention is that I noticed that every other major storage company (Quantum, Brocade, Cisco, CA, Dell, EMC, FalconStor, Hitachi, HP, IBM, NetApp, Sun, Symantec) is relatively close to it's 52-week high right now, but Adaptec is closer to the 52-week low. I've used tons of Adaptec products and always thought they were very good. Are they failing at the SAN/NAS/Virtualization game now that more and more companies are moving away from direct attached storage?

Here is a link to their February 10-Q: http://biz.yahoo.com/e/070206/adpt10-q.html

[Edited on May 7, 2007 at 11:47 AM. Reason : 10-Q]

5/7/2007 11:46:53 AM

^^ and ^^^

I guess my question is does the actual investment house matter (barclay's or vanguard) or is it more just on the fund manager, holdings, returns, etc.

5/7/2007 11:53:33 AM

I'm not familiar with Barclay. I'd compare their expense ratios. I know some funds are actively managed like T Row Price and others are passively managed like Vanguard.

5/7/2007 12:11:15 PM

yeah the expense ratio for the barclay fund was .25 a little too high for me, but i didn't know if the house itself should ever be a factor. personally, i've always been happy with my vanguard funds, and will probably go with VBK

5/7/2007 12:23:37 PM

.25 is actually really good from my understanding

5/7/2007 1:11:15 PM

I thought this was cool. Its a guide to building a portfolio entirely out of ETFs.

http://www.smartmoney.com/etffocus/index.cfm?story=20070213

5/7/2007 4:12:45 PM

^^ my understanding is that you wanted around .10? can someone shed some more light on this?

5/7/2007 7:52:29 PM

Gl with finding ones with that ratio.

5/7/2007 10:19:09 PM

MDR blew the fuck out of their earnings today.

and after an 8% bump they still have a 19 P/E.


also, CSCO and NUAN announce tomorrow.

5/7/2007 11:25:22 PM

i just realized i got stopped out of CSCO a month or so ago. i don't recall conscioulsy putting in a stop -- i had intended on holding it long term.

5/8/2007 12:29:39 AM

I just sold off some of the ORCL that I'd been sitting on for ages.

Aside from that I'm selling a lot of in the money covered calls to get rid of some of my holdings.

5/8/2007 2:23:05 PM

How long out do you buy the calls?

5/8/2007 2:24:42 PM

Just May or June right now. I'm just circling my wagons for a correction.

5/8/2007 2:31:11 PM

TIE is looking good today.

anyone still in it? up 8.5%

5/9/2007 12:03:04 PM

Damn csco.

http://articles.moneycentral.msn.com/Investing/Dispatch/070509markets.aspx

5/9/2007 12:19:49 PM

Quote :

"Cisco Systems (CSCO, news, msgs) reported a 34% jump in fiscal-third-quarter profit, but because the company's sales guidance for the fourth quarter was merely in line with analysts' estimates, rather than above them, Cisco shares fell 6% to $26.64 in midday trading. The company said net income rose to $1.87 billion, or 30 cents per share, from $1.4 billion, or 22 cents per share, in the company's third quarter a year ago. Cisco forecast fiscal-fourth-quarter sales to grow between 15% and 16% to $9.2 billion to $9.3 billion -- just what analysts had predicted. The problem is that, official forecasts notwithstanding, "expectations were higher," American Technology Research analyst Shaw Wu told The Wall Street Journal. "Investors were hoping for Cisco to raise the guidance instead of keeping in line.""

Our operating income growth this quarter was 27%. We grow a behemoth over 20%, buy back $1.5B in stock and still put $1.4B in the bank. And those expectations are set by spoiled brats on wall street who can't get past our 10c EPS beats in the last 90s. We put up really big numbers all the way around. To grow a company this size that much is nothing short of phenomenal. But some hedge fund nut thinks it's not quite big enough, everybody panics and we're back in the doldrums.

5/9/2007 12:35:00 PM

haha, and i sold calls on it yesterday.

i'm also getting the fuck away from YHOO

5/9/2007 2:15:50 PM