Alexander77

Monday Options Update: POT, XLF, NCC, SOV, GD, AAPL, RIMM, C, BGG

I feel like I am holland buying tullips that are worth nothing, I keep the faith in these stocks because the fundmentals are there but the invisible hand is going against every single asset class


On Oct 02 09:08 PM einstein p fleet wrote:

> Well, so far everyone ---- including me --- has POT and MOS wrong.
>
>
> Personally, I think the credit crunch has a lot to do with it and
> I worry that we will see ramifications in the form of food shortages
> next year. People may have to tighten their belts a bit more than
> expected.
>
> I've seen several comparisons to the dot com bubble which I find
> difficult to understand. POT and MOS trade at low PE ratios, especially
> going forward, throw off a ton of cash, and have a viable business
> model. A lot of other basic material and infrastructure stocks seem
> to be in the same position. How would you compare that to JDSU or
> the other dot com busts that traded at insane multiples and did little
> or no business to speak of? MOS may have missed earnings, but they
> still made over 1.3B, trade and trade at less than 3X estimated 2009
> earnings. What am I missing here?
>

Mother of All Short Squeezes?

Very refreshing views on the financial crisis, regulation can help but the gaps will always be present so closing these gray areas in the stock market will help the stability of the financial sector