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I suppose everybody saw sons e are on the 11th of august?
Small list
pot, mos, akam (watching entry) bcsi, sons, nue (if if its stable again), wb, bac, arrs, hlit (if stable) isrg, aapl, jnpr, qcom, pmcs back in if it stable again, nuan if the worm turns is a good company, vdsi, ntap
Hi Fletsch, you're ok ?
akam head chopped of again.
arrs : great e and guidance. Going up AH.
Been buying Wachovia. Taking position in BAC as well. Will add if it drops.
Interested in ag ? Here is a good link.
http://snotwheel.blogspot.com/
mos and pot doing great. Fertiliser run not over. Although its running up on oil bounce as well. But hey, e were stellar, simply flabergasted by them. They all have targets at least 50% higher.
SNCR might be up because of NOK-QCOM deal.
http://seekingalpha.com/article/86756-brightpoint-deal-allows-synchronoss-to-support-nokias-online-activations?source=yahoo
Wahz. I suppose you have read this ?
http://www.businessweek.com/technology/content/jul2008/tc20080728_643921.htm?campaign_id=yhoo
MOS and CF blowing apart e and guidance.
capitulation coming ? Art C thinks so.
this seems like good news for qcom.
http://www.reuters.com/article/marketsNews/idINHKG8667520080728?rpc=44
Wahz.
Thanks for the heads up on QCOM.
Where do you see this one going ? Targets are very different. Going from 55, 65 to 75.
I took a position friday.
Will come up with my list as well.
Filip
dear collègues, ... Now that we saw most of the E, what stocks should we buy for the opening of the season in a month or so. Any suggestions ?
Talk about RVBD short covering.Wow.
and still it drops, go figure
POT. Blew away e and guidance.
Its at 9 now.
Two upgrades actually
http://blogs.barrons.com/techtraderdaily/2008/07/21/blue-coat-
jumps-as-thinkpanmure-turns-bullish/?mod=yahoobarrons
pmcs did great.
Diesel. In DUG ?
Wahz. Do you know what's up with BCSI ? Saw any news ? I didn't. Maybe upgrade coming.
Anybody holding aapl into e ?
Wahz. Something is up with ARRS. After their last cc, they were very bullish for the future. Margins up. Rev up.
Current missed due to backlog.
Check it out.
Have a big position at about 7.5 now.
Any support lines on the indices to follow? BB speech says enough. As if we didn't know that. But where is this going to stop.
Diesel. Guess you r right about 212. Might go even higher SKF.
Pfff ... shouldacouldawoulda. Hope everyone is in it.
Sentiment is so sour, it looks like the big sell off is coming any day now. Should be good, think markets need the sell off. We need a platform to rally.
I have a friend a top levels working at INBEV. He's very happy. In fact everybody is happy. In fact, you guys should be happy. It means that the best beers (from belgium) will be available soon for you guys at fair prices.
Proost !
Filip
Anheuser-Busch being sold to InBev for $52B
Monday July 14, 8:33 am ET
By Christopher Leonard and Aoife White, AP Business Writers
Brew Behemoth: Anheuser-Busch agrees to $52 billion buyout deal from Belgian brewer InBev
ST. LOUIS/BRUSSELS, Belgium (AP) -- The maker of the King of Beers has agreed to go to work for the Belgian brewer InBev.
Anheuser Busch Cos. said early Monday it had agreed to a sweetened $52 billion takeover bid from Inbev, heading off what had promised to be a long and acrimonious fight for the maker of Budweiser and Bud Light beers.
Buy sons
Thanks for feedback.
Taking positions in FRE an FNM ?
Anything from Lowreys Wahz?
In SSO ... thanks for the advice ...
SKF... man, kicking my head i didnt stay in it ... /-)
out at 10. Anbody playing as well ?
trading Fannie May. 7.3 ... what r they thinking.
so predictable
This is what you get, SONS, when you mess around and youre a high beta stock. You get sucked in the abyss.
Should bounce hard if market rallies. Should. It's a new ball game now.
Diesel.Congrats on your skf trade. I blinked and sold way to soon.
http://www.safehaven.com/showarticle.cfm?id=3880
Anybody following this ? Dont know what tot think about this.