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Big drop in ORB all of a sudden? Adding here?
Clever, clever. Good to see this friendly rivalry back in action.
I'm listening to all this negativity about Krispy Kreme and don't have a position (as it is probably over valued like any cult stock) but I would be careful going against this cult. I actually like the donuts but don't have too many because I'm sure they are very bad for me.
However, out here in California (I'm in the bay area) they definitely are a cult. My local Albertsons grocery store recently made huge merchandising area dedicated to Krispy Kreme and now I can't go anywhere without seeing them. They seem to be doing a great job convincing the grocery chains to sell their stuff and that seems to be good marketing.
Bearmove, still holding ORB and LU in your core longs?
Thx.
Sounds like a great idea Zeev and thanks for the willingness to make this happen. You think Kayaker or Chris McConnell will be able to get these updated in chart fashion?
Great call on closing red today when we were +25 on the NAS. Whether it happens or not we came way off the highs.
Zeev, thanks for working with Chris McConnell to get the data more accurate. Once the missing calls are added and you are comfortable with the chart, can you post a link to that chart in the header of your thread?
All the bickering is superfluous chatter. This thread is about trading and the data on that chart (now that it is accurate) is valuable information and a great thumbnail format of the major calls.
Please forget the personalities involved in some of this and seriously consider posting a link to that valuable information.
Thanks.
Larry, can you provide the next level of detail for your study? It would be interesting to see what would happen if you started with $100 and went lets say 50% long on Zeev's Bull Calls and 50% short on his bear calls and let's say 100% short on his To The Hills Calls and compared that performance with the S&P 500.
Regardless of the results of this, Zeev provides tons of valuable insight in all his posts but I for one would be interested in a way to track the performance of the major bull and bear calls.
OK, let me clarify a bit. I hold no position in CSCO but after working with them for the past 10 years of so, here's what I like about them:
- They have a tremendous customer information system where they really know everything about their customers and partners. It is truly world class.
- They can close their books in one day on their finance system. Look how quick they report after their quarter ends.
- They are a great partner. At one software company that I worked, they were truly involved in helping us close 50% of our deals.
- They have a tremendous culture. I know many people who work there and can't think of one that wouldn't want to work there. They are all still drinking the CSCO Kool Aid and very proud to be a CSCO employee.
- Their customer visit center is run extremely professionally and customers generally love doing business with them even when they know they can get similar products cheaper elsewhere.
- Their sales people are very efficient and work very hard to make their numbers. They build loyalty with customers, employees, and partners.
- They are better at Mergers and Acquisitions than any company I've seen, especially assimilating the new employees into the CSCO culture.
I have no idea if they are cooking the books so won't comment but if there's any company in this world that can produce phenomenal margins and react very quickly to the changing conditions around them, it's CSCO.
They probably won't be able to fend off the onslaught of a deteriorating economy but they absolutely deserve credit where it is due.
You may be right but I have done much business with CSCO while in the software space (always customers of each other) and I believe they are the best run company in the world.
They have their operations almost perfected, better than any company I have ever seen.
The pie keeps shrinking and they keep taking bigger pieces of it. Maybe after the market implodes I will pick up a boatload of them at $8 a share again.
I would love to see that chart updated. Again, the best thumbnail sketch of your calls that I can think of. I'd do it myself if I knew how.
I've lightened up on many of my shorts end of day today and am mostly cash. Still not bullish from here, just want to minimize the pain from any decent bounce and make sure I don't give back the huge gains from January - I think there may be a short lived war bounce(10% or so)
I see rev down 2% sequentially meaning $4.6B vs. $4.8B consensus for next quarter. Don't think that sounds good.
Guidance flat to down is less than expected. Don't ask me why the stock is rising now?
Chambers said they're doing $500K per employee with a stretch goal of $700K per employee and big stretch of $1M per employee.
That really is amazing and this is a superb company. However, I think the revenue down guidance is coming in the next 5 minutes.
That yawn sounded like some guy in a business suit, loosened his tie, leaned back in his easy chair, put his hand down his pants to rearrange the furniture aka Al Bundy, and took that big old yawn.
Wait until they replay this call internally!
Here comes Chambers' 4 concerns:
1) Customers are more conservative
2) CAPEX is down
3) January US has seen a slight decrease
4) Our peers are struggling and more conservative
I have a feeling we're leading to weak guidance here very soon.
Guidance is coming after the CFO - maybe right now - Chambers is back on. Hold on to your seat. Sounds like someone in the room is falling off their chair in the CSCO exec offices - seriously, a lot of background noise on the call.
Bloomberg just flashed 53.9 vs 54 expected so pretty much in line vs better than expected.
He got out at $17. He mentioned it a couple of messages ago.
Bearmove, long ORB from the low 5's. Looks like they could get some more business as safety spending increases on Shuttle. Not close enough to the business to understand if they will be down in sympathy with ATK and BA or rise based on their products.
Covered that bad idea RMBS short between $16.45 - $16.95 this morning. Have the feeling I saved a bunch by cutting losses here. Top volume stock this morning with big MOMO.
Thanks Bearmove. Long LU as well. May build more of a position.
RMBS opening a bit higher this morning. What do you think we do today? I remember you shorted but then changed your mind. I'm short a bit and thinking of covering here in pre-market. Would you wait until the open or just close shop here?
Zeev, I would love to see the format of Chris McConnell's chart against the NAS and your calls updated with the correct calls and the correct timeframes. I believe the format of the chart is the best thumbnail performance chart we should all be looking at for the performance of your long range calls.
Your day trades are phenomenal and obviously don't need to be covered in this chart.
Perhaps Kayaker may want to take this task on?
Still in LU Bearmove? What are your plans with this one? TIA.
Appropriately, it looks like Disney's posting privileges have been suspended. Looks like we don't need any more discussion on this poser.
Thanks for your thoughts Sandy. And if we get a gap up will you most likely cover at the open? or pre-open?
Sandy, got quite a bit short on RMBS today thinking we may have a pullback but fully appreciative of its ability to go to $20 in no time and I certainly won't be holding it that high.
What is your strategy come Monday? Will you set a stop let's say a little over this $16 entry point or if it gaps up at the open, just above the gap?
Zeev, would like your advice here as well if possible.
Thanks.
Zeev, think we've seen the high for the day here on the NAS and are turning back down?
Short AMGN at $51.10. $BTK could be joining the party here.
Schwab working fine for me.
Nice call.
mlsoft, you really had the semi space nailed and you've had the perserverance to stick to your thoughts through many ups and downs. I think you are getting your day here and it's great to see. Thanks for all the insight and keep it up!
So we closed right at 7945 which is Favors print maginot line.
What do you make of that?
Will you cover at $12? Short as well.
c, thanks for the blow by blow updates. Appreciated.
Last 5 days in December were all down on the NAS
What the heck just happened? The market got a power flush.
Nice move Sykes11. Wish I stayed short these India and Chinese internets a bit longer.
Your calls have been great. Any new ones as of late?
Thanks.
No argument here mlsoft. Let's see if our opening gets faded or pumped.