Quote :

"Also CROX. I think CROX is ultimately a fad, but i think there is still some steam in the near term."

up ~11% since then.

7/10/2007 11:57:49 AM

Stop reminding me.
ssj -- I hand it over to my accountant.

I think from now on I'm going to do it myself...

7/10/2007 1:15:51 PM

http://www.thewolfweb.com/message_topic.aspx?topic=485244

7/10/2007 3:30:43 PM

Thanks, ssj.
Today: Ouch.

7/10/2007 3:53:46 PM

ssj, I let Roth do my math homework at tax time... I try not to do as much quick trading with regular investments, as I hate the tax headache as well ... but when you can make a few thousand pretty quickly, I would gladly have that cash and do the taxes for it later on.

7/10/2007 5:12:05 PM

any thoughts on NTGR (netgear)?

they look rather cheap, and seem to be coming out with a lot of cool products. The EVA8000 media player competes with Apple TV and is a far more versatile product, for example.

7/11/2007 10:25:40 AM

i'm liking HHM

all the fatties are going to get diabetes



[Edited on July 11, 2007 at 10:32 AM. Reason : gkhilhklhklhklkl]

7/11/2007 10:32:30 AM

Quote :

"all the fatties are going to get diabetes"

There's a health crisis in our nation...might as well cash in on it.

7/11/2007 11:20:35 AM

Nice job getting the vmware thread offtrack.

7/11/2007 12:07:31 PM

7/11/2007 1:09:26 PM

some vmware info since i know of the product but don't know too much about the company and their competition or additional revenue sources:

http://tinyurl.com/2g3tlj

Quote :

" VMware had revenue of $258.7 million in the quarter ended in March, compared with $129.1 million a year earlier. Earnings per share nearly doubled to 11 cents, year over year. Full-year 2006 revenue was $703.9 million, up 82% from the prior year. However, after VMWare's IPO terms were announced earlier Monday, Holmes questioned the offering price. At a per-share range of $23 to $25, "it's not cheap," he said. A net dilution of $23.50, as a percentage of offering price, is about 98%. "We like to see that [percentage] down in the 70s or 80s," which is the "value zone," he says. An annual earnings projection based on the quarter ended in March would give an EPS of 44 cents. A midpoint IPO price of $24 would have the stock trading at 54 times earnings, Holmes says. "That's incredibly generous in terms of valuation." VMWare is selling 33 million shares of common stock, with EMC retaining 332 million shares, or 89% of the company. VMware expects proceeds of $741.4 million after the IPO "

Apparently Intel is buying 2.5% of VMware.

http://blog.wired.com/monkeybites/2007/07/intel-goes-virt.html

[Edited on July 11, 2007 at 9:21 PM. Reason : tinyurl]

7/11/2007 9:18:43 PM

^
if the EPS doubled though, then the P/E might be justified

P/E: 54
Growth Rate (1yr): 100%

PEG = 54/100 = 0.54

[Edited on July 11, 2007 at 9:37 PM. Reason : blah]

7/11/2007 9:35:25 PM

i'm getting kind of pumped about VMWare. as pumped as i've been since BIDU.

i just got home and am watching Fast Money on DVR, and am dissapointed that Najarian can't pronounce "Rupee". i met the chap when i visited the CBOE a few years back.

7/12/2007 12:59:47 AM

XOM, slowly but surely...

7/12/2007 11:25:35 AM

speculating on IMMR...

i lack discipline

7/12/2007 11:37:13 AM

You crazy day traders. Don't you have work to do?

7/12/2007 11:42:25 AM

yes. that's why i end up not being able to watch it and i lose money

7/12/2007 11:44:30 AM

w00t

CSCO breaks through the $29 barrier for the first time in 4 years.


Also, bought 371 shares of OPXT @ 14.54. I might have missed the boat on this, but been watching them for a week, and they're up 9% since monday.

7/12/2007 12:27:00 PM

excellent for CSCO....what's up with Abercrombie and the J Crew's of the world today?

7/12/2007 3:07:03 PM

^ Summers usually suck for consumer discretionary spending

ANF was at 80 the last time that I looked at them. Not sure what happened.

JCG was steady at $40 until their last earnings report came out and they took off.

7/12/2007 3:30:15 PM

I would just like to say:
"Holy crap."

edit: What do you want to bet with the big jump today that there will be a nice dip tomorrow from profit-taking...??

[Edited on July 12, 2007 at 3:52 PM. Reason : ]

7/12/2007 3:52:10 PM

yeah, i would think that tomorrow would be down.

i might do a little profit taking myself.

7/12/2007 3:55:27 PM

good technical analysis:
http://alphatrends.blogspot.com

7/12/2007 6:16:23 PM

I am not complaining about GE today...

7/13/2007 11:23:50 AM

MDR looking nice today.



wish i had bought more

7/13/2007 2:47:55 PM

I just sold the last of my IDEV at $6.58. I bought it at $6.52 on 2/23/06.

Fortunately I made some money by selling calls on it at $7.50 (which it briefly topped) every few months.

7/13/2007 2:53:24 PM

my portfolio is up 13 percent since february

7/13/2007 3:28:34 PM

^ good stuff dude!


see that's what i love about the market. even chaps like drunknloaded can participate in it.

7/13/2007 3:39:59 PM

I just bought a fat wad of QQQQ puts hoping that there is a sell off on monday

7/13/2007 3:40:54 PM

I'm still thinking about grabbing some SINA.

7/13/2007 3:49:53 PM

i realized that it was friday and that its only a week until july options expire so i went ahead and sold my puts.

I made $62 in 12 minutes though

make that $32.79 - friggin options commission

[Edited on July 13, 2007 at 3:56 PM. Reason : .]

7/13/2007 3:52:33 PM

Anybody know any companies that make PVC's? My gut tells me that investing in solar cells would be good. Won't take off for a few years, but when it does, it's gonna be big.

7/13/2007 4:39:02 PM

go to yahoo finance, click on the ETFs section, and search the list for alternative energy ETFs.

look those ETFs up on etfconnect.com and see what companies they're holding, and see which ones are solar plays.

you may find what you're looking for.

7/13/2007 4:48:05 PM

ssjamind, you're the man!

7/13/2007 5:09:14 PM

^^haha i do my research before i buy a stock

i cant wait til like i'm 40 or something

7/13/2007 7:22:06 PM

TRID Delisting Postponed, Price continues to collapse

TRID is not getting delisted at this time.
Possible reasons are
1. TRID provided evidence that they were definitively prepared to resolve
2. NASD would set a dangerous precedent

TRID seems to be doing one of 2 things: timing their announcement or calling the NASD bluff. I'd like to think that TRID wants to resolve this at their quarterly earnings release.
At the same time, they could just be playing on the NASD reluctance to delist. There are plenty of other companies in exactly the same situation and once NASD starts, it will be difficult to stop.

I am waiting and hoping that I am not throwing away money.....

At least MDR, NUAN, and OPXT are moving along nicely.

7/16/2007 10:05:40 AM

http://articles.moneycentral.msn.com/Investing/Extra/IsWaitressAStockGuru.aspx

7/16/2007 10:29:20 AM

so i'm pretty new to purchasing stocks, how (if possible) would I go about getting in on the VMware IPO?

7/16/2007 10:56:12 AM

So what happens to your cash if a stock is delisted?

7/16/2007 11:03:18 AM

^^ wait till it hits the open markets (like the rest of us)

7/16/2007 11:19:35 AM

^^de-listed only means a move to the pink sheets - it's still a tradable stock

Ultimately, all of this ties in to the options overhang issue. Executives cheated on stock option grants or worse.
But what are the ramifications of a worst case scenario? After all, any re-statement of finances is historical. The only impact today will be fines and lawsuits. Fine amount will be anybody's guess, but lawsuits will take years to have an impact. So the current impact is slight”

Meanwhile, they now dominate the LCD TV market and market share is probably above 50%. Either they resolve this issue and the market goes “Wow, we forgot you guys had 50%+ margins and were growing 40%+ per year but have a P/E of ~20. Our bad, we better pile in.” Or TRID will really screw it up and the market waves goodbye. That’s investing.

BTW Fannie Mae hasn’t reported in years, and no delisting. TRID is scheduled to report on 7/23, so i think it should all be cleared up by then, for better or worse.

7/16/2007 11:45:07 AM

picked up some INTC

7/17/2007 12:17:21 PM

GE has slowly been moving. Definitely not flashy like lots of quick growth tech stocks...slow steady growth...

7/17/2007 12:36:45 PM

7/17/2007 6:14:18 PM

INTC will be taking a hit tomorrow =(

7/17/2007 6:35:26 PM

i'm hanging on to it for now - don't want to sell for a loss.

other recent gut punches include IMMR, SNCR, and GNVC.

7/18/2007 10:36:35 AM

I saw INTC and went "ouch, didn't he just buy that?!"

7/18/2007 11:35:04 AM

i have NEVER been able to trade around earnings. i also tend to miss upside, like when i missed the boat on RIMM's earnings.

7/18/2007 11:40:22 AM

Interesting article about Buffet's annual meeting.

http://bankrate.com/brm/news/investing/20070718_Warren_Buffett_investing_a1.asp

7/18/2007 12:07:22 PM

Everything is sucking today, except XOM.
Keep going up, plz. K thx.

7/18/2007 1:25:26 PM