Ricard

50 Four-Day September Expiration Option Ideas

If I were you, I would exit C now.

online.wsj.com/article...

Good luck with your trades.

The Internet Is Alive and Well (as an Investment)

SOHU does look a lot better than BIDU, thanks for the tip.

I'm favoring a fundamental approach to tech - only those with the strongest fundamentals will be able to fully capitalize on any weakness in competitors. I was in CIEN, but am now looking for companies that are better positioned in both industry and capital, and in SOHU's case, location.


On Jul 23 11:27 AM taxed2much wrote:

> I did see a street video where Altucher was recommending SOHU about
> three weeks ago.

Jeff Bezos: Learning from an Incredible Entrepreneur

I'd like to think that the points in this video would correlate to a successful investor too...especially since half of the video had 'think long term' on the pad...:)

The Internet Is Alive and Well (as an Investment)

I read that article in the WSJ, and thought it was 3-4 years late in its call - it seemed to merely equate the Internet with the latest style of investing, where attention spans are short and patience shorter. It's times like these that I wonder why I pay an annual subscription for it.

Although I fully agree with the points in this rebuttal piece, a path to investing remains unclear. All I can see are CSCO and INTC (that are attractively valued)...if anyone else has any ideas I'm all ears.

Laszlo Birinyi: S&P 750's the Bottom - Barron's Interview

The best way to call a bottom is to use the rear view mirror. I'm going to continue to DCA this one down, but no way in hell I'm gonna call the bottom, until we're already at the top.


On Jan 04 10:50 PM Jackson Cash wrote:

> Even Helen Keller could see that THE best indicator of a "bottom"
> is the unemployment line, just like last time in the 30's.
>
>

Tech Giants Facing Dollar Daze

Very interesting. I saw Craig Barrett not too long ago talking about how international markets shielded INTC from economic malaise at home. I suppose that same shield could work backwards and translate into lower earnings if you take your arguments into consideration.