anyone know anything about CKSW ?

7/18/2007 3:27:51 PM

EBAY profit jumps 50%, stock drops in after-hours.

7/18/2007 6:15:28 PM

Nice start this morning especially for the blue chips.

7/19/2007 10:07:15 AM

OPXT up nearly 7% today

7/19/2007 10:11:22 AM

IBM up 4%

7/19/2007 10:17:21 AM

how much longer are you other AAPL players holding on? i'm up 15.5%, and think I might take the money and call it a day.

7/19/2007 10:18:07 AM

^ will sell AAPL somewhere north of 150.

picked up TIE @ 34.30



[Edited on July 19, 2007 at 10:59 AM. Reason : ]

7/19/2007 10:51:19 AM

bought KMT @ 89.2

7/19/2007 12:27:31 PM

According to Google Finance, GOOG's Q2 conference call is this afternoon at 4:30.

7/19/2007 2:01:15 PM

anyone participate in Motley Fool CAPS?

Today's market performance put me up several thousand spots, so i'm feeling pretty goddamn pleased with myself:

Quote :

"btthekke's rating is 81.97. Score: 115.90 (73rd percentile) Accuracy: 58.21% (87th percentile) A player's rating indicates his percentile rank in CAPS. btthekke is outperforming 81.97% of all CAPS players. A player's score is the total percentage return of all his picks subtracting out the S&P. A player's accuracy is how often that player has made correct predictions. To calculate a player's rating, we take 2/3 of his score percentile and 1/3 of his accuracy percentile. For further information, read the Player Ratings section of the Help page. Average Pick Score is a player's total score divided by the number of active picks. It represents the player's average return after subtracting out the market's performance. Average Pick Rating is the average stock rating of a player's total picks. Underperform picks are flip-flopped, so a underperform call on a one-star stock is treated like an outperform call on a five-star stock. This rating reflects how closely your picks are aligned with CAPS ratings. Ratings last updated at 1:55 PM 7/19/2007."

Here's my player page if anyone was curious:

http://caps.fool.com/ViewPlayer.aspx?t=01009765188070684243

[Edited on July 19, 2007 at 2:14 PM. Reason : asdf]

7/19/2007 2:13:35 PM

^^^ Why KMT? The low P/E?

7/19/2007 2:32:51 PM

KMT because the macro conditions remain bullish for the commodities. the word from China is that things are still on fire, and everyone's digging into the ground for stuff.

just bought JOYG @ 64.5 for the same reason. will look at BHP and/or RTP. may also buy the US listing of PetroCanada if i come into any more cash.

i hope GILD has a run up so i can sell half of my position.

i'm hanging on to all the recent losing positions i've taken and will sell when they bounce back.

i'm going to have to spend a lot of money on commission when i will need to free up cash for the VMWare IPO. i lack discipline i guess

7/19/2007 2:51:34 PM

what does this mean? it will hit the street a couple of days after the exchange offer period?

http://www.247wallst.com/2007/07/emc-hints-at-vm.html

7/19/2007 3:26:50 PM

Predictions on GOOG earning?

My money is positive, but I'm usually wrong.

7/19/2007 3:45:51 PM

it will be positive as usual, but i suck at trading earnings, so i'm not touching it until it cycles back dow to the 520s (assuming it does).

BIDU tracks GOOG the way SLV tracks GLD, and BIDU has already started oulling back a little bit. technically, GOOG will also pull back, but at a less prounounced rate than BIDU.

come to think of it, i might not get back into GOOG, and may just continue playing BIDU.

[Edited on July 19, 2007 at 3:59 PM. Reason : analogy is too broad given only one year of correlation]

7/19/2007 3:54:21 PM

Looks like GOOG is good.

I don't even pay attention to it, but my boss pitched a GOOG options play at me that had very little downside.

7/19/2007 4:04:14 PM

14k dow, bitches

7/19/2007 4:04:22 PM

Quote :

"Google's 2Q Profit Misses Expectations Thursday July 19, 4:20 pm ET By Michael Liedtke, AP Business Writer Google's 2Q Profit Surges 28 Percent, Falling Below Analyst Views SAN FRANCISCO (AP) -- Google Inc.'s second-quarter profit climbed 28 percent, falling below Wall Street's high expectations for the Internet's search leader. The Mountain View-based company earned $925.1 million, or $2.93 per share, during the three months ended in June. That compared with net income of $721.1 million, or $2.33 per share, at the same time last year. If not for costs associated with employee stock compensation, Google said it would have earned $3.56 per share. That figure missed the average analyst estimate of $3.59 per share among analysts polled by Thomson Financial. Revenue for the period totaled $3.87 billion, a 58 percent increase from $2.46 billion at the same time last year. After subtracting commissions paid to its advertising partners, Google's revenue was $2.72 billion -- about $40 million above analyst projections. The results represented just the second time that Google's earnings have fallen below analyst estimates -- a development that might unnerve investors who were expecting another blowout quarter. Nevertheless, the performance provided a sharp contrast to the second-quarter showing of Yahoo Inc., which runs the second largest Internet ad network behind Google. Yahoo's profit in the period dipped 2 percent."

In after hours, GOOG drops $30.
Guess you can pick some up now, ssj.

HOW THE FUCK ARE PEOPLE NOT HAPPY WITH 28% GROWTH?!
How is GOOG "missing expectations" when GOOG DOESN'T FUCKING RELEASE EARNINGS GUIDANCE?!

7/19/2007 4:30:08 PM

^

7/19/2007 4:37:48 PM

Interesting article: http://wcpowertechfund.blogspot.com/2007/07/investors-punish-google-for.html

Quote :

"Google (GOOG) reported earnings after the close today and investors saw the numbers and headed for the exits not in single file but in a horde. Google earned $3.56/share excluding employee options expenses and other things. The street wanted $3.59/share, so Google missed expectations, however the highest analyst opinion had an estimate of $3.93/share. Keep that in mind. Shares were sent down from $550 to as low as around $510 in extended-hours trading. The raw numbers. $3.8Billion in revenue which is a 58% year over year increase and a 6% quarter over quarter increase. International revenue inched closer to being on par with US revenue with the split now being 52% to 48%. Of note, Google said that strength came from Spain, France and Italy. Every other call and talk about international markets, especially in Europe centered around the UK and Germany as being Google's strongest points. It's good to see strength increasing across the board. Another key metric Traffic Acquisition Costs actually fell in the quarter to under 30% of revenue, this is how much Google spends on other sites to make money through ads on affiliated sites. In essence more and more traffic is coming from core Google.com properties. Here comes the troubling or not so troubling part of the equation, depending on your investment time frame. Costs and Expenditures. While costs of Revenue stayed flat this quarter at about 40%, there were cost increases across the board for Research & Development, Sales & Marketing and General Administration. These cost increases led to overall margin deterioration from 33% down to 28%. That's a full 5% fall in profit margins. This is huge and the main reason for the earnings miss, which caused the stock to plummet after-hours. Let's take another look. A company growing like Google, as a long term investor would I want my company investing in the future of its core businesses and beyond, researching into new revenue streams. I say yes. Shorter-term investors would probably say No, as they were looking for a quick gains, riding the coat-tails of this Internet giant. Google was helped in the past by favourable tax rates and more information will be shed on the tax issue during the company conference call. However, with Google looking to expand into other businesses, it should be no surprise to investors that Google would heavily invest in R&D. It certainly takes a lot of capital to invest in the heavy computing infrastructure that Google develops so it can provide the ever-increasing bevy of services that it provides such as Adsense, Adwords, GMail, Google Calendar, Google Apps, YouTube, Blogger, Picasa and more. It is through this R&D that will allow Google to continue to innovate as it tries to expand past search ads into new revenue streams. To a long-term investor in the stock, as I am, I see this as a blip on the radar screen and look forward to the buying opportunity provided by these dips in the stock. Had Google not decided to book large increases in R&D this quarter how would the numbers look? $3.87Billion in revenue dispersed over 315Million shares and using an average margin of 33.3% gives a Earnings Per Share number of $4.09! Without the R&D spending increases Google would have blown away numbers by posting $4.09 vs. the expected $3.59, that's a $0.50/share earnings beat. Would this make shorter-term investors happy? I bet it certainly would. Being a long term holder I wouldn't complain if Google reported a number like this. Google's strategy of being a longer-term looking company (chalk that up to the William Buffet style of investing) is certainly showing its colours this quarter and with this brings disappointment to the growing crowd of Google fans who are growth investors. The choice on Google becomes very simple at this point. Are you a believer that Google can effectively diversify its revenue streams making all this R&D spending worthwhile? Or do you think they are throwing money at the wind and should stick to what they both best in the short term, Search ads? For a long term investor the choice seems easy, however a company as highly valued in the marketplace and as young as Google, brings with it high volatility and much risk, and today's earnings backslash showed this in full force. Disclosure: Author is long GOOG"

7/19/2007 5:33:04 PM

7/19/2007 6:36:16 PM

^ I agree, this is retarded.

7/19/2007 8:00:36 PM

I'll sell AAPL when the iphone stops being the phone everyone lusts after, even the complainers who would get one in a heartbeat if it only had XXX feature.

7/19/2007 8:26:06 PM

I haven't looked at the markets yet today..I'm afraid to see how bad GOOG has dropped.

7/20/2007 9:45:20 AM

Today has taken me from a 60% return on GOOG to a 49% return...

[Edited on July 20, 2007 at 10:11 AM. Reason : ]

7/20/2007 10:11:15 AM

THE SKY IS FALLING, THE SKY IS FALLING!!!!

7/20/2007 12:12:32 PM

Instead of KMT I'm going to stick with CLF. They sell iron ore pellets across North America.

The option premiums for CLF are pretty sick, as well.

7/20/2007 12:56:18 PM

Okay so at work we got hooked up with a pretty nice online bank & brokerage package. It's pretty top of the line as far as fees, features, $7.95 trades, etc

I was trying to explain to co-workers that making $100 trades was completely stupid and almost guarantees you to come out a loser over the long run... they just don't quite get it that daytrading isn't for people who don't move serious money.

Just curious as to what everyone's opinion on what a "standard" trade should be.

I'd like to know:

1) the minumum amount of money you'd ever trade

2) what a "standard" trade is for you... like on average

3) what you'd consider a large trade if you felt very strongly about a selection

7/22/2007 8:53:47 PM

i dont think i would trade below 1000, and i wouldnt suggest anyone trade below 500

7/22/2007 10:19:54 PM

I don't day trade but if its $7.95 X 2 to buy and sell that seriously cuts into your profit % if you are trading small amounts. Do these jokers understand how large a frontload of 7.95 % is for a $100 trade?

7/22/2007 10:38:04 PM

1) $1000
2) $3000-$5000
3) 3-5% of total portfolio

but daytrading should only be for those who can devote the full day, and these guys sound like they should just put this into mutual funds and walk away

7/23/2007 7:32:33 AM

just out of curiosity, but how'd you build a portfolio that size at a young age?

7/23/2007 7:54:10 AM

^A job? You can easily bank 10k+ after 1 year of working.

[Edited on July 23, 2007 at 8:58 AM. Reason : inheritance ]

7/23/2007 8:56:36 AM

^^ Stop buying chicks $400 hand bags.

7/23/2007 9:03:12 AM

Quote :

"^A job? You can easily bank 10k+ after 1 year of working."

well durr

I'm saying to use his numbers, that a 100k+ account.

and also with his comments regarding mutuals, I'm assuming that he's speaking outside of a 401k.




-------

Quote :

"^^ Stop buying chicks $400 hand bags. "

busted

[Edited on July 23, 2007 at 9:11 AM. Reason : e]

7/23/2007 9:08:06 AM

It's only a 100K account if #2 = #3 which I doubt it does since large != standard.

7/23/2007 9:11:20 AM

that would make it more than 100k

since standard is < large,

7/23/2007 9:13:02 AM

Damn you basic math! It's too early for %s I could see myself having a net worth that large after being in the workforce a few years, but most of my $$$ would be in my 401K/IRA and not a non retirement brokerage account.

7/23/2007 9:30:37 AM

That's exactly my point.

7/23/2007 9:33:16 AM

Here are some ideas to help you amass your first 100K...

large inheritance, poker winnings, successful startup company, whoring yourself out on the street corner

7/23/2007 9:39:45 AM

[Edited on July 23, 2007 at 9:48 AM. Reason : getting too far off topic]

7/23/2007 9:45:47 AM

my trades range from blocks of $500 to $5000.

the more downside potential, the closer to $500 the trade will be.


i just bought CI, and am watching FWLT, CBG, and UNP

7/23/2007 11:29:35 AM

Most I've ever bought in a single trade was $3400. Most I've ever sold in a single trade was $4200.

7/23/2007 12:04:51 PM

1. Minimum: prob 500
2. Average: 800-1000
3. Large: 1500+

7/23/2007 3:08:01 PM

I'm a noob and need advice on different funds for my Roth IRA.

Do you guys think something like morningstar.com would be beneficial? If i register, i gather i can view their rating system and just go by that?

Also, for my 401k, i just have a default "Retirement 2040" type mutual fund. Think i should go a little more aggressive? Or maybe 50/50 it?

*i plan to seek professional help, but i thought id ping you guys, too*

7/23/2007 6:55:12 PM

Last I checked, you could view morningstar ratings without having to register. I would just choose a 2050 fund if you want something more aggressive but don't want to micro manage it.

7/23/2007 8:00:21 PM

Quote :

"pilgrimshoes pruposely delusional 25753 Posts user info edit post just out of curiosity, but how'd you build a portfolio that size at a young age? 7/23/2007 7:54:10 AM "

and I don't really do many trades that large, but you can accumulate a lot of money faster than you think. I currently max my company match on the 401(k), max my Roth IRA, and put everything else left over into my 401(k) and beer..I also came out of college debt free, young (21) with some healthy graduation gifts to give me a start...

On a more interesting note...how soon will oil hit $100?

7/23/2007 8:51:02 PM

Quote :

"*i plan to seek professional help, but i thought id ping you guys, too*"

get a fee based advisor, not one who gets a commission if you go this route

i consistently read the M* forums, but you should remember that a lot of the recommendations may be for someone much older. remember, you have a long time to ride out market fluctuations, so being somewhat aggressive is a good idea

if you do pick funds, picked based on the manager and their tenure/performance

7/23/2007 10:43:49 PM

well in my 401k, i transferred from 100% 2040 to 50% 2040, 30% 2045, and 20% Dodge & Cox Stocks which looked good and had good reviews from three sources i found.

I then just put all future elections 100% into 2045. 2045 is as high as CitiStreet currently has a fund for.

I guess thats pretty conservative still. *shrug*

[Edited on July 23, 2007 at 10:55 PM. Reason : gfgfg]

7/23/2007 10:55:09 PM

I thought Dodge and Cox was closed?

7/24/2007 7:22:38 AM