Nobody gonna mention LEAP?

5/9/2007 3:52:41 PM

^bought it a long time ago.

i talked about it in this thread and probably the 2006 one too. it goes to 92.33 and i'm fully monetized.


btw, i dumped all my TSO, most of my VLO (might get back into that one), and picked up some ICE.

5/9/2007 4:34:50 PM

Eh I would have posted awhile ago but I was suspended.

TIE? I got out awhile ago. Can't complain, I made 25% on it. I'm happy.

5/9/2007 10:45:12 PM

May is officially here

5/10/2007 5:09:57 PM

Hah. Well said.

5/10/2007 8:07:47 PM

AAPL

nuff said

5/10/2007 10:22:00 PM

Glad I bought ICE recently.

Sold EWZ and EWG - might get them back later in the month if they go lower.

I probably need to stop fighting it and go ahead and ride some AAPL, especially since Eric Bolling likes it so much.

Last night on Fast Money Jeff Macke pointed out something insightful: that you see sharpest shortlived pullbacks in a bull market, and the sharp short term rallies in a bear

5/11/2007 3:29:54 PM

^and by trying to time the two, investors have typically missed the most gains

5/11/2007 7:21:50 PM

wow, what happened to CTSH?

i've been away from civilization from a couple of weeks and haven't heard anything.

5/13/2007 2:30:56 AM

^^ ding ding ding

5/13/2007 10:32:16 AM

^^ its May and its a technical correction. if you've been holding out, you'll probably get a chance to buy it in the 70s

5/13/2007 3:34:06 PM

Chrysler getting bought by a PE group

5/14/2007 6:19:55 AM

What do y'all think of Cisco right now? Do you think it will break $30 this year?

Quote :

"toptechnews.com: Cisco Profits Up, Shares Down, Future Bright By Jennifer LeClaire May 9, 2007 10:13AM Cisco beat its own guidance, but as the quarter went on, Wall Street expectations continued to increase, explained analyst Zeus Kerravala, who pointed to the Daylight Savings Time glitch as a possible explanation for why Cisco didn't post a blowout quarter. "It took I.T. departments out of purchasing mode," he said. Cisco posted solid earnings for its fiscal third quarter, but its shares are nonetheless taking a beating. Some analysts are blaming the Daylight Savings Time patch requirements for Cisco missing analyst estimates. Cisco reported net income for the quarter rose to $1.9 billion, or 30 cents a share, from $1.4 billion, or 22 cents a share, in the year-ago period. Excluding special items, net income rose to $2.1 billion, or 34 cents a share, from $1.8 billion, or 29 cents a share. Quarterly sales rose 21 percent from a year ago to $8.9 billion, compared with an average analyst forecast of $8.8 billion. Cisco had estimated a 19 percent to 20 percent revenue growth for the third quarter in February. "We are pleased with Cisco's continued year-over-year growth based on strong execution across the company," John Chambers, chairman and CEO of Cisco, said in a statement. "Our success is based on the ability to foresee market transitions, which has enabled us to deliver the right products for today's market opportunities and prepares us to take advantage of new opportunities in the future." Analysts Not Content Cisco might be pleased, but Wall Street analysts clearly are not completely content. Cisco shares had witnessed a boost in recent weeks on the basis of expectations that Cisco would exceed its own estimates. When news indicated the contrary, shares took a 5.6 percent hit to land at $26.76. Cisco beat its own guidance, but as the quarter went on, Wall Street expectations continued to increase, explained Zeus Kerravala, an analyst at Yankee Group. But there was an X factor that might have stalled Cisco from posting a blowout quarter. "The Daylight Savings Time glitch was in some ways more destructive than Y2K," Kerravala said. "It snuck up on a lot of people and it took I.T. departments out of purchasing mode for a two-week period. In a three-month quarter, that's hard to overcome." Moving Ahead in a Networked World Looking ahead, Cisco's core business of high-end enterprise sales might slow, but future growth could come from consumers, emerging markets, and smaller companies. Analysts expect fiscal fourth quarter revenue to increase 15 percent to 16 percent over the year-ago period. "Cisco tends to manage expectations well," Kerravala noted. "The company exceeds $30 billion in revenues, runs at 65 percent gross margin, but still manages to grow at 15 to 18 percent a year. It's remarkable." From where Chambers sits, Cisco is in the midst of a unique market transition, where all of the action is going to the network. Cisco's vision for the network as a platform for all forms of communications and I.T. has become a reality, he said. "While we are very pleased with our continued growth," Chambers concluded, "our communications and collaboration technologies are enabling the second phase of the Internet, or Web 2.0, which is redefining how people, companies, and countries collaborate in ways never before realized." "

5/14/2007 9:40:10 AM

Quote :

""The Daylight Savings Time glitch was in some ways more destructive than Y2K," "

seriously.

This shit ate up so much of my time in march.... I don't think Congress thought the energy policy act of 2005 all the way through when they signed it into law.

5/14/2007 9:47:31 AM

^^^ http://articles.moneycentral.msn.com/Investing/Dispatch/Chryslersale.aspx?GT1=10018

Yes, the damn daylight savings changes were a pain for me as well.

5/14/2007 9:58:57 AM

UCTT looks like a bargain right now....

5/14/2007 10:03:31 AM

Quote :

"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 "

i did that last may -- its worked out well.

that article is good too.

5/14/2007 11:07:00 AM

Quote :

"AAPL nuff said"

5/14/2007 6:32:26 PM

UCTT up 4%, NUAN up 4.5% (I own NUAN)

5/15/2007 12:19:52 PM

bought 10 more shares of CTSH @ $78.63


then immediately watched it fall to $78.29 by the bell


but i think i'll come out really good on that one over the long term.

5/16/2007 9:14:19 AM

yeah, i think it's probably bottomed out (bounced off of 200 DMA).

I might get in on that myself.

5/16/2007 10:55:29 AM

looking to umload my UCR, OIL, and for a 2nd time XLE. not sure when though.

probably wise ot hang on to CTSH now and ride out any turbulence you see in May (unless you've got a good stop loss technique that works for you)

it might go a bit lower from here, but how low is anybody's guess. if you miss getting it here and end up getting in in the 80s, the world's not over either.

[Edited on May 16, 2007 at 12:34 PM. Reason : ]


annother thing, there is a new Indian ETF. its INP. now we don't have to get burned by some closed end fund.

[Edited on May 16, 2007 at 12:39 PM. Reason : ]

5/16/2007 12:23:11 PM

Yay GOOG...

5/16/2007 6:39:25 PM

This is madness

http://tinyurl.com/23jksk

5/17/2007 6:14:31 AM

My options play on BEBE two weeks ago earned me some cash.

Quote :

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

LOW is reporting earnings on Monday. HD numbers turned out to be crap, so hopefully LOW will take a hit too.

I'll probably use the same strategy and sell 2x calls at 32.50 with a contingent order to buy to cover if it hits 32.40. Then I'll buy x puts at 30.00. If it goes down I can sell my puts back at a higher premium and possibly buy my calls back if LOW starts to make a comeback.

5/17/2007 3:41:14 PM

I might pick up some more SUNW.

I'm also going to stab myself repeatedly.
My girlfriend advised that I buy some CROX in early April when it was around $47. She based this off of her experience in selling them in the toy store where she worked, plus they were about to release some new styles, doubling profit etc etc....
CROX is now at $76.
No, I didn't buy.


Yes, I'm going to stab myself...repeatedly.

5/17/2007 7:55:38 PM

Moral of the story: You should ALWAYS listen to your girlfriend.

5/17/2007 8:55:39 PM

^


[Edited on May 17, 2007 at 9:04 PM. Reason : ]

5/17/2007 9:03:27 PM

^^^ crucial dude, it's funny how women who nothing about stocks are good stock pickers, i was looking to increase my healthcare exposure and my mom (who manages at the hospital) told me to pick up St Jude Medical (STJ) and that bitch is up 14% in 3-4 months

5/17/2007 9:54:54 PM

Well in this case, she does know a good bit. She actually had very solid reasons for picking it. I was just stupid and forgot to buy it.

[Edited on May 17, 2007 at 10:33 PM. Reason : ]

5/17/2007 10:22:48 PM

k, well next time she gives you a tip, pass it along

5/17/2007 10:40:34 PM

Hehe I'll try and remember to do so.

5/17/2007 10:51:00 PM

and next time you give her a tip....

er.. nevermind

5/17/2007 11:10:02 PM

I was waiting for that.

5/18/2007 1:05:19 AM

Quote :

"my mom (who manages at the hospital) told me to pick up St Jude Medical (STJ) and that bitch is up 14% in 3-4 months"

no need to speek of your mum in that manner -- calling her a bitch and all

5/18/2007 8:10:35 AM

haha you people are funny......the market hits a new record every day, everything's going up, cool your egos

btw, CSX, ACTU, AAPL, MA, woop woop

[Edited on May 18, 2007 at 11:06 AM. Reason : .]

5/18/2007 11:04:58 AM

haha, check out OMR

them bitches found a pot 'o gold.

5/18/2007 11:37:25 AM

http://www.msnbc.msn.com/id/18736741/
Literally...

5/18/2007 2:44:36 PM

yes it keeps reaching record highs, but be taking profits when you can. set minimum return levels for yourself, and when you hit those levels, monetize some of your investment. it may not be as sexy letting it ride, but remember noone ever went broke by taking profits.

5/21/2007 8:46:38 AM

Glad I sold my STX back in February for $27.27 when I did...

5/21/2007 2:34:06 PM

anyone own or keeping an eye on Coca-Cola (KO)?

5/21/2007 2:36:57 PM

I don't pay any attention to it (nor do I own it) but it looks like it's been on the up and up since Jan of 2006.

5/21/2007 2:40:08 PM

Quote :

"LOW is reporting earnings on Monday. HD numbers turned out to be crap, so hopefully LOW will take a hit too."

Down 4% today.

I made $800.

5/21/2007 2:46:44 PM

You're a douche.

5/21/2007 2:51:52 PM

As soon as this report came out, GOOG jumped a bit.
http://tinyurl.com/2ge5xt

Apparently GOOG had 55.2% of all internet searches in April.

5/21/2007 3:07:51 PM

I've had so much luck with options lately I'm going to try it again with ANF this week.

Even if it bites me in the ass, 2 out of 3 ain't bad.

5/21/2007 3:52:07 PM

Is it time to short MGM?

5/22/2007 2:45:36 PM

anyone hold MVIS? I'm in for a relatively small amount cause i have no idea what i'm doing
It was up 6% today, but the faithful among us see a huge upside for this company.

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

what do you experts think?

5/22/2007 8:54:12 PM

i made modest gains nearly across the board today, for an overall ~1.5% bump.

5/22/2007 11:57:11 PM

watch WYE today:

http://biz.yahoo.com/ap/070523/wyeth_lybrel.html?.v=1
FDA ok's new birth control pill

5/23/2007 8:40:02 AM