jcrash

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248 Comments

    • Tue Nov 27th 20:26 PM | Rating: 0 0
      Commented on:
      Best Bets For Investing in India
      I've been in EMGIX (Eaton Vance India Fund) for 4 years. About 300% gainer. I sold it yesterday. Probably has further to go up, but stocks here are starting to look very attractive.
      View article »
    • Tue Nov 27th 20:20 PM | Rating: 0 0
      Commented on:
      What Happens if Freddie Mac Becomes Insolvent?
      But those of us that are in homes we plan to live in for 20 yrs or more don't really care if our house price is "pressured." In the long run, it is still a very-well levered investment with nice Tax benefits.

      If most people like me have mortgages like me, we will be fine. I bought in 02 and locked in 5.5 in 03 for 30 yrs.

      I'll make my payments, as will most people. It is the speculators that will get burned. The real home owners will either make their payments or eventually something will be setup to allow them to refi.

      It is bad, Fannie and Freddie are definitely poor investments at this point and maybe that approach does get overhauled (but dont count on it). But, it isn't nearly the end of the world as people want us to think.
      View article »
    • Tue Nov 27th 19:39 PM | Rating: 0 0
      Commented on:
      Mortgage Meltdown on the Horizon
      The problem will be solved. Assuming that banks will just let them reset and take the defaults is ludicrous. That serves the interest of no one.

      Interest rates are low, so far, I have yet to see a valid argument stating why banks will not simply allow the refinance at a lower rate.

      Sure, the LTV is negative, but the prospect of taking the hit on the house is a much worse option. The loans will be renegotiated, to longer terms or lower rates or both. The consumers don't want to default and only the real gamblers (i.e. flippers, etc) will end up taking a hit. An honest home owner will want to make his payments, and the vast majority of these loans will be fine.

      Subprime doesn't mean people without a means to pay.

      Yes, it is a problem. Is it as bad as the pundits are saying? No. Two years from now we will look at Q1 2008 or Q2 2008 as the beginning of the realization that it isn't as bad as people said in 2007.

      All this doom and gloom means is that some people are gonna go out of business and others are going to make a WHOLE lot of money on these supposed "bad" loans.
      View article »
    • Tue Nov 27th 17:13 PM | Rating: 0 0
      Commented on:
      Semiconductors Prepared to Knock Your SOX Off
      Timely analysis. Let's hope the breakout continues.

      NVDA and SNDK should be leading the way.
      View article »
    • Tue Nov 27th 17:12 PM | Rating: 0 0
      Commented on:
      Chesapeake Energy Corporation: Non-Stop Drilling
      CHK and HP, two sooner standouts.

      Long both.
      View article »
    • Fri Nov 23rd 21:35 PM | Rating: 0 0
      Commented on:
      Wachovia Insiders Are Placing Big Bets on Company
      Check out CHK. Aubrey has been buying for quite a while.
      View article »
    • Thu Nov 22nd 15:34 PM | Rating: 0 0
      Commented on:
      China Automotive Systems: Revving Up For Growth
      10:1 that their "earnings" are investment derived.

      Short anything with China in the name. You will make money overall.
      View article »
    • Thu Nov 22nd 00:44 AM | Rating: 0 0
      Commented on:
      Buying Barclays and Its 7% Yield
      I've noticed that Barclays has a top 5 position in MOST of the high flying stocks (name 5, check them all) in the US market. Now, I'm not sure what that says, but I do know that all those stocks are down 20% or so in the last month.

      That is a few billion in losses, minimum, by my numbers.

      I think there is an effort to make up the subprime losses in the market and they are now getting it both "coming and going".

      I'd look for 2x the writedowns next quarter, but I might just be thinking up conspiracy theory stuff.
      View article »
    • Thu Nov 22nd 00:39 AM | Rating: 0 0
      Commented on:
      Freddie Mac: Pay No Attention To The LIA Loans Behind the Curtain
      Disclosure?
      View article »
    • Wed Nov 21st 19:00 PM | Rating: 0 0
      Commented on:
      China Digital TV Holding: Bottom Reached or Dipping Continuously?
      short anything with china in the name....you will make money overall.
      View article »
    • Sat Nov 17th 23:23 PM | Rating: 0 0
      Commented on:
      Cisco Sell-off Puts Apple at a Discount
      You are obviously not educated on the numbers involved.

      Let me make it real simple. Forward PE is 30ish for a LARGE CAP, favorite son tech company with a growth rate of over 30.

      That is a fantasy in the making for a stock buy. If you have paid attention to Apple's Earnings calls in the past, you will know that they always purposely underestimate their forward sales. If they are telling you ten million in 2008, you can bank on ten million.

      Punch the numbers up on ten million with the monthly revenue and deferred earnings from the sales. Add in the weakening dollar and you are looking at some absolutely explosive growth rarely if ever seen in a large cap company.

      190 was a temporary run up, and the correction was due, but look at apple's chart. It corrected from $85 to $50 (40% drop), it corrected from $150 to $115(30% drop) and each time, idiots like you were saying how it was going to continue down and how all the forward estimates were crap and the iPod was trailing off etc. All wrong so far. Punch the numbers, you will see earnings of $5 at a minimum in 2008...most likely more like $6. You are trying to hang a P/E of lower than 25 on that company? Really?
      View article »
    • Sat Nov 17th 20:15 PM | Rating: 0 0
      Commented on:
      Helmerich & Payne F4Q07 (Qtr End 9/30/07) Earnings Call Transcript
      Great company. Buy. Make money.
      View article »
    • Wed Nov 14th 20:13 PM | Rating: 0 0
      Commented on:
      Invest in Wal-Mart For Less Than $4/Share
      Nice idea. I will look into it.
      View article »
    • Wed Nov 14th 20:11 PM | Rating: 0 0
      Commented on:
      Bought Google Nov 670 calls
      $.95 cents now, guess those $640 puts would've been a better bet.
      View article »
    • Tue Nov 13th 21:42 PM | Rating: 0 0
      Commented on:
      Corning Guides Higher for 4th Quarter
      GLW is way oversold. Buy to $26. I bought leaps Monday fully expect to make 200% or more on them.
      View article »
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