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  • Royal Caribbean Cruises (RCL): Q2 EPS of -$0.16 misses by $0.03. Revenue of $1.35B (-15%) vs. $1.36B. Issues downside EPS guidance for Q3 of $0.95-1.00 vs. $1.22 consensus. Issues downside EPS guidance for FY '09 of $0.70-0.80 vs. $0.94 consensus. Shares -7% premarket. (PR)  [View news story]
    a long term true rebound in this stock is far away down the road, not buyers
    Jul 29, 2009. 08:53 AM | 4 Likes Like |Link to Comment
  • 'Last Bear' Explains Why He's Become a Bull, For Now [View article]
    Your article is a good reading but if you're the last bear now bull buying the market after almost 3000 points rally 6500 to 9100, we will be selling our longs to you
    Jul 28, 2009. 05:58 PM | 7 Likes Like |Link to Comment
  • Dreamworks Animation SKG (DWA): Q2 EPS of $0.30 beats by $0.14. Revenue of $132M (-7%) vs. $117M. Shares +2.9% AH. (PR)  [View news story]
    (DWA) results were excellent and buy recommendation was given in StockTalk weeks ago before this deserved rally
    Jul 28, 2009. 05:39 PM | 4 Likes Like |Link to Comment
  • Dreamworks Animation SKG (DWA): Q2 EPS of $0.30 beats by $0.14. Revenue of $132M (-7%) vs. $117M. Shares +2.9% AH. (PR)  [View news story]
    (DWA) is one of our picks recommended to subscribers, up more than 35%
    Jul 28, 2009. 05:37 PM | 4 Likes Like |Link to Comment
  • Should we be running for the exits? Mark Hulbert notes corporate insiders are at their most bearish in nearly two years, selling their companies' shares at a faster pace at any time since the top of the bull.  [View news story]
    in certain cases insiders can be a good indication, at least they're telling investors to take some profits of the table. Insiders are not buying the media story, they know more about their businesses than media used to pump/dump sentiment
    Jul 28, 2009. 09:47 AM | 7 Likes Like |Link to Comment
  • Meritage (MTH): Q2 EPS of -$2.37 misses by $1.65. Revenue of $220M (-41%) vs. $211M. (PR)  [View news story]
    Do not buy this stock MTH
    Jul 27, 2009. 05:23 PM | 4 Likes Like |Link to Comment
  • Amgen (AMGN): Q2 EPS of $1.29 beats by $0.13. Revenue of $3.7B (-1%) vs. $3.6B. Raises full-year EPS guidance to $4.80-4.95 vs. $4.57. Shares +2.5% AH. (PR)  [View news story]
    Beyond Trading on (AMGN) "great companies are like great investors; you can get it wrong once or twice but the substance is there long term"
    Jul 27, 2009. 04:24 PM | 4 Likes Like |Link to Comment
  • Amgen (AMGN): Q2 EPS of $1.29 beats by $0.13. Revenue of $3.7B (-1%) vs. $3.6B. Raises full-year EPS guidance to $4.80-4.95 vs. $4.57. Shares +2.5% AH. (PR)  [View news story]
    we're still holding to our recommendation from $52 long on this one; this is good money in you pocket long term
    Jul 27, 2009. 04:18 PM | 4 Likes Like |Link to Comment
  • AIG (AIG +4.8%) renames its AIU Holdings unit "Chartis" to further distance the property-casualty unit from its parent, and names former EVP Kristian Moor to run it.  [View news story]
    Those marketing strategies do not convince us but maybe they convince you; some people do not like stocks when they are selling at 52 week lows but they love them near 52 week highs, it's nature.
    Jul 27, 2009. 03:36 PM | 3 Likes Like |Link to Comment
  • John Hussman on the difficulty of remaining defensive in the face of a big (mean-reversion) rally: "It would be nice to be able to take risk in a dangerous environment and get away with it. The fact is that you can get away with it, in hindsight, a good portion of the time. But on average, you'd get destroyed. Suffice it to say we're biting a bullet."  [View news story]
    When you do not know how to trade or you do not know what's going on you stay away. Most did not believe our alert here to close short positions in (DIA) at 8140, now 1000 points above you got it!
    Jul 27, 2009. 03:05 PM | 3 Likes Like |Link to Comment
  • Home sales "up" 11%? Floyd Norris says you could look at this as the worst June ever, by far.  [View news story]
    media knows how to turn a loss into a profit playing with headlines
    Jul 27, 2009. 12:30 PM | 7 Likes Like |Link to Comment
  • Three-month Libor dips below 0.5% (to 0.496%) for the first time ever. The inter-bank rate is now down 93 bps this year, after peaking at an unbelievable 4.82% in mid-October.  [View news story]
    excellent for our mortgages since we have houses in Europe
    Jul 27, 2009. 12:00 PM | 3 Likes Like |Link to Comment
  • Four Reasons to Avoid Apple [View article]
    Dear Sir,
    Thank you for your comment. I believe you have problems with the English language; our article in (PJC) went out when the stock was trading at $45 and before it sold off to $39.7 ahead of earnings. Our subscribers profited from the sell off if you did not it is your own problem but clearly you do not have any rules in trading regarding profits taking rules as well as other important trading matters. In (AAPL) with the stock at $157.6 you made 60 cents in one week, congratulations but for our subscribers 60 cents in one week when market has had one of its best rallies is deserves clearly a laugh....

    On Jul 24 04:49 PM AGuysOpinion wrote:

    > To Author,
    > Wait.. wait.. wait..
    > In response to your comment:
    > "Let's be honest shall we? today you could have made much more money
    > trading other stock than investing in (;
    > to give you just an example you could have shorted (
    > which we recommended to short at $44.9 a few weeks ago. Today you
    > could have done it again! By the way you do not need to insult people
    > just because you are losing money"
    > so let me get this straight. We could have made more money investing
    > in other stocks than Apple.. and as an example you cite your recommendation
    > to short Piper at $44.9 a few weeks ago. Then you say today you could
    > do it again.. because Piper is still at $44.3.. which means you wouldn't
    > have made any money shorting it.. which means your recommendation
    > was completely worthless? Also if you are making recommendations
    > with turnaround times of less than a few weeks I don't see why you'd
    > bother discussing the long-term fundamentals of Apple. If you think
    > Apple is ahead of itself and could pull back a bit.. sure. But thats
    > not an analysis of its long term opportunities which are in my opinion..
    > tremendous.
    Jul 27, 2009. 10:48 AM | 2 Likes Like |Link to Comment
  • Intuitive Surgical: A Hidden Gem [View article]

    Dear Sir,

    We're late to the party? that's awesome!!
    Our subscribers are up 79 points on this one just considering the most recent entry and you say we are late to the party!!! Envy is not a good thing! And you had held a position in the stock since 2004 as you claim which had to be proven you should have sold it when we recommended it last year in the range $340-320 to buy back much lower as our savvy subscribers did

    On Jul 27 07:34 AM speculari wrote:

    > To All;
    > I am in agreement, by and large, with logical thought. I have held
    > a long position in ISRG since 2004. Beyond Trading seems to be (at
    > least in my old eyes) a "johnny come lately" to the ISRG party. Many
    > of the so called "analysts" that have followed the stock over the
    > past year or two have been "off" on their predictions regarding sales
    > and earnings.
    > The economic downturn, in it's manifestation of decreased capital
    > spending amongst hospitals, is often cited as the reason that ISRG's
    > sales and earnings would be severely impacted (according to many
    > "analysts"). However, anyone with a third of a brain should be able
    > to figure out that a device as powerful as the daVinci system will
    > be: 1) amortized over a period of years, 2) bring overall costs down
    > on a per patient basis (shorter stays, decreased morbidity, faster
    > recovey times, etc.) , 3) have re-current revenue streams &,
    > finally, 4) be subject to continuos improvements.
    Jul 27, 2009. 08:38 AM | 4 Likes Like |Link to Comment
  • Shorting Baidu Easier than Shooting Fish in a Barrel [View article]
    (BIDU) was a great play on the long side before earnings for two major reasons:
    1) stock has been supported by Goldman Sachs (GS) bullish view ahead of earnings
    2) Most retail investors and traders were shorting the stock

    If you want prove when you should had covered the stock to go long read our real time alerts in (BIDU) on StockTalk warning investors to close short positions at 277 and 269.5 several weeks ago. We recommended to sell long positions on (BIDU) at $257. Article to follow
    Jul 26, 2009. 04:41 PM | 1 Like Like |Link to Comment