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Roger Nusbaum » Comments » CAT

  • Brazil: Do Olympics Make It a Better Investment? [View article]
    any opinions about the chatter from a few weeks by Lula about the possibility of nationalizing some of the production assets?


    On Oct 03 01:28 PM waf76 wrote:

    > Best investment in Brazil is PBR.
    Oct 03 15:15 pm |Rating: +1 0 |Link to Comment
  • Lessons from a Market 'En Fuego' [View article]
    En Fuego was intended as a nod to Dan Patrick back when he was on SportsCenter, did not know or maybe do not remember Cramer using that term also.

    Lagged the rally; yes. Missed it; no. Can't be clearer than that. Believe what you want.


    On Sep 17 01:45 PM bobbobwhite wrote:

    > Almost stopped reading your article due to the Jim Cramer term "en
    > fuego" that you used, as that should be enough to get anyone with
    > half a brain to stop reading, and I surely qualify but kept reading
    > anyway.
    >
    > The general market is way overbought relative to earnings, everyone
    > knows that, but there are still some areas that haven't done much,
    > such as dry shipping, construction and related equipment, LBO/ MA,
    > some healthcare and, of course, NG producers. Some of these are still
    > near their bottoms but most financials are in very high blue sky,
    > along with tech. More than ever, one needs to be a CSI-level researcher
    > to find where great gains may still be had if one can be patient
    > and accept more near term volatility than usual. Start with the sectors
    > stated.
    Sep 17 14:20 pm |Rating: +4 -1 |Link to Comment
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