Cogent Inc. (COGT)
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- Saut: Sell Financials, Gold; Some Buy Ideas [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Four Stocks That Are Working and Oil Cost in a Working Person's Terms [view article]
- Saut: Bullish on Government IT, Defense, and Homeland Security [view article]
- Jeffrey Saut: Where to Invest as the Rally Continues [view article]
- No Argument for Cogent - Barron's [view article]
- Cogent Gets Pummelled: Still Worth A Look? (COGT) [view article]
- Where Is The Real Opportunity To Benefit From Carrier Ethernet? [view article]
- Cogent's Silly Upgrade (COGT) [view article]
Recent COGT Articles
- Saut: Sell Financials, Gold; Some Buy Ideas
- Wall Street Breakfast: Must-Know News
- Wall Street Breakfast: Must-Know News
- Four Stocks That Are Working and Oil Cost in a Working Person's Terms
- Morningstar's Star Stocks: Cogent, Embarq
- Jeffrey Saut: Look for the Opportunity Stocks
- Jeffrey Saut: Where to Invest as the Rally Continues
- Saut: Bullish on Government IT, Defense, and Homeland Security
- No Argument for Cogent - Barron's
- Where Is The Real Opportunity To Benefit From Carrier Ethernet?
- Full List of Articles »
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Saut: Sell Financials, Gold; Some Buy Ideas [view article]
The ultimate oscillator for GLD is again approaching 70, and just like in March (08), there will be a drop -- so play it safe and get out. Also, look at the 1 year EMA chart for DBA and GLD on the same plot. GLD usually follows DBA's by about a week or two, and with DBA going down, what do think GLD will do next? Kitco.com also showed gold down today, so if everything is so bad right now, why is gold down? These are signals of deflation, when money is pulled back resulting in trading days when everything is down (shorting ETFs, gold, equities). Indeed the definition of deflation is when everyone is pulling out and the money is circulation slows significantly -- most likely due to people cutting back on consumption. Drug companies are now hurting because a large percentage of prescription drug patients are stopping out of pocket co-payments. Look at the medical and equipment and supply sector, which was up earlier in the year but correcting down as we speak.Recommendation is to go with good asset allocation based on e.g. 50% low risk funds, 40% (foreign) growth and income stocks, and 10% risky explosive equities -- all of which have consistent high yield (dividends) and consistent revenue growth. These are the only things that attract money from a fundamental perspective.
Last, there will be no bell sounded for when to get back into the market. Buy low and sell high, and don't by and sell, go in, go out, since you'll never get ahead. I was a gold bug, and am doing my part for goldville by having 10% in gold mining stocks, and may by a small amount of GLD and SLV this week. However, if you ask smart investors about gold (the rich guys, -->not me), the response is typically: "I wouldn't touch it." Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
ok,what is his track record?i thought so. ReplySaut: Sell Financials, Gold; Some Buy Ideas [view article]
Careful all,take a look at Saut's long term record over the last decade. I may question his thoughts and disgree, but would never go directly against them.Sharp man, just my opinion. I own Paychex over ADP. Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
you think the trading lows are in for the year?your in the wrong business,pal.maybe you should be selling swampland in florida.no?put up your documented track record over the last five or ten years.i bet a kid's piggy bank had a better rate of return.SWAMPLAND!!! Reply
Worst
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Saut: Sell Financials, Gold; Some Buy Ideas [view article]
I agree. Buy gold on dips. I also think that the Raymond James analyst is a genius! I quote: Excerpt from Raymond James strategist Jeffrey Saut's latest essay, published Monday (September 22):"As for the financials, we think they should be SOLD, except for some very select special situations, on the premise that their fundamentals are not all that better even following the proposed bailout. Moreover, our sense is there will be a huge number of lawsuits regarding the potentially illegal maneuvers employed by the government to “save” select financial institutions."
Thanks genius from Raymond James. Next time please can you give us this advice before the financials dropping more than 50%. Thanks a lot! Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
You gotta be kidding!In light of our bankrupt government printing trillions of dollars to bailout the criminals, you advise selling gold and buying equities?
Whatever you and Larry Kudlow are smoking, I'd sure like to get some. Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
Asset deflation in housing and stocks coupled with growing inflation as the government prints money. Earnings of the S&P 500 will dive as credit is squeezed out. Please play defense and ignore these short sighted trading comments. Buy gold on any pullback. Long GLD, GG, AUY ReplySaut: Sell Financials, Gold; Some Buy Ideas [view article]
I think gold is a flash in the pan and has much more downside. Dollar is not done and inflation is not possible. Can anyone raise prices today? Of course not.Dont tell me about the 1930s when gold went up because the president raised the price of gold. That is not possible now. Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
This guy is a dummy. Selling gold at this point of the legislative process is like going like sticking your head out of the train window to see if there is anything coming. It is dangerous and likely to make you a foot shorter.He had noting to say, so he said the markets bottomed last Thursday. Will ignore this dummy and watch the market work lower. Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
There is no investing anymore Jeff, just speculating. Harry Dent is being borne out by this market, last commodity spike before the depression coming is now here. Bubble money will flow back into commodities where they can short/speculate etc. without fear of gov't restriction.JNJ? any stock sitting in near-high range with ONE little disappointment is going to be slammed. One bad thing comes up, this stock gets hit back to 62 fast. I would rather own PFE with all it's cash. Cash is king. Cisco, Exxon, PFE etc. co's with Cash and no or little debt will clean up soon leaving others in the dust.
Manulife, MET, PRU, they would love to lend a few billion at 5-6% now to a AAA company like PFE buying out say SNY or someone.
Long gold, silver, Canroys, PAL, SWC, ZINC( a baby cash hoard) QID and MZZ, working for me! looking to sell down QID and MZZ profits then will add to strong blue chip players for long term holdings.
Reply
Saut: Sell Financials, Gold; Some Buy Ideas [view article]
good call on the food and agric stocks /healthcare in the long term is a bad buy you cant draw blood from a stone and profits are going to shrink in that sector when it is apparent that people cant afford ins and more uninsured are likely to be added in coming months (they will have huge problems collecting debt just as everyone else is and by law must provide care ) I'd give it a risky short term buy.-why sell gold when longterm its a win ? buy more on down days and hold on to previous bought -support on prices will be moving up to 1000 so anything you hold now , consider it a bargain (silver is bargain basement right now and is still oversold ). ReplySaut: Sell Financials, Gold; Some Buy Ideas [view article]
Dropping out of gold with the dollar in free-fall and oil on the up looks a bit foolhardy - especially as the writer agrees with the long term secular bull market argument. Try telling those who missed last week's sudden surge in gold because they had dropped out that this is a solid strategy.The thing to do is to stock up on the terribly bombed-out gold junior explorers like LNXGF on the NYSE - the latter jumped 40% last week and these stocks are heavily geared to gold price upside - just as they were on the way down over the summer. Reply
Eli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Hi Richard,We've folded the UTR into Market Currents, our new home-page real time market blog. What do you think of it? Reply
Schweitzer
Wall Street Breakfast: Must-Know News [view article]
Is the S A format (page presentation) being changed? ReplyWall Street Breakfast: Must-Know News [view article]
Dave M.Do something with this loser, plz... Reply