Jolly_Rancher

13 Comments

    • Dell Looks Cheap [view article]
      Jain, You hit the nail on the head. Tech is a sucker's bet. Even the highly touted products are mostly junk. Buy a solid drug company or railroad any day. Even a bank! Oct 07 10:50 PM
    • 36 Opportunities for the Beginning of the Bull [view article]
      I just set up a pseudonym because I tired of being User X. In this discussion I posted above as User 210417.

      Ames, I actually think you and Bill Cara are both correct partially!! I think this is a bottoming cycle but the bottom ain't gonna be pretty -- maybe six months of wicked downs and ups that will pretty much keep the ETF investors thoroughly whipped out. 1975 this is NOT. The best one can do is buy companies whose earnings are not entirely driven by the economy, like selective drugs/healthcare. Again, very company specific. Indiscriminate buying or shorting will result in whiplash. Perhaps dividend plays make sense here -- stable companies only with little economic downside.       Oct 05 09:32 PM
    • 36 Opportunities for the Beginning of the Bull [view article]
      I agree with you, but...

      I think GE is probably not the most imaginative pick. Why pick a stock for it's industrial nature whose earnings in the past have come mostly from the finance arm? Also it is composed of heavily healthcare and entertainment. Doesn't make sense. Maybe TEL makes more sense as an industrial conglomerate.
       Oct 05 06:57 PM
    • America's Real Wealth [view article]
      Have you checked out our (US) education system lately? I wouldn't brag a whole lot about the quality of the upcoming citizenry. Problem solving? Low marks. Savers? Never. Educated? Not a chance. Teacher's unions, lawyers and small-minded parents have ruined the system. And I'm not only talking about inner city schools. Even the outer city/private schools are more than ever bureaucratic B- institutions. The future of America will continue to be characterized by increasingly ignorant citizenry and self-serving corrupt government. Oct 05 11:22 AM
    • What the Hedge Funds' Bad September Could Mean for Markets [view article]
      Actually, the hedge fund redemptions might just send some shares of smaller companies up that hedge funds have been beating down by shorting over the last year or so. Not many, but a few. Find a company with decent prospects, not so much tied to the economy,with high short interest, Bingo. Oct 03 06:17 PM
    • Does Warren Buffett Think Goldman Is More Creditworthy Than GE? [view article]
      debtacid, why don't you buy some BRK if you think it's such a good deal? Oct 01 03:59 PM
    • Bring Back the Uptick Rule [view article]
      Short sales should be banned. Period. The reason is that the purpose of the capital markets is to raise money for investment in projects that create economic value, i.e. products that people will buy. The purpose of the capital markets is NOT to provide a playground for investors (whether long or short) to manipulate with computers. Especially short sales should be banned. There is no common economic reason for it's existence. I am not arguing for bubbles. I am saying the games need to stop and people need to go back to work. Sep 18 11:12 PM
    • Sell-Side Analyst on Fannie: A History of Being Wrong [view article]
      Since it looks like ABK bottomed and had been removed from coverage, are you maybe suggesting FNM is a buy. In other words, do the opposite of the analysts. Sep 08 05:32 PM
    • Boeing: Excellent Contrarian Investment Option After a 40% Drop in Stock Price [view article]
      What will a rising dollar do to their earnings? Aug 26 06:16 PM
    • Desire for Safety Has Made the Financial World Risky [view article]
      I like your idea and believe it has some validity. But I think there is more to it than just risk aversion. In the end, I think that there aren't as many investment alternatives in the United States as there is money to invest. Returns are diminishing because the economy is in long run stagnation; growth prospects are disappearing. Hence, the money found the last resort, real estate.

      Have a great evening!
      Jolly Rancher       Aug 07 07:13 PM
    • Calling Today A Short-Term Bottom for Financials [view article]
      wdhalgren: Author is correct. A cursory review of S&P 500 chart reveals that panic selling on very high record volume is the low. The problem is hindsight doesn't really help a lot because how low can you go and high can the volume get. And can't the volume just dry up and the price move sideways (which hasn't happened before)? Investing is a bet which implies the weighing of probabilities in the face of very imperfect information. So many people take the easy way out and take a market psychology strategy which has worked 99% of the time. Can you blame a person for doing this? On the other hand, the message board post strategy where one invests based on what the majority of people are saying on message boards fails most of the time (though I have no evidence to back that up). Jul 16 06:13 AM
    • Financials Down 6.1% - Like the Days of the Tech Bust? [view article]
      The comparison doesn't hold water. Many many of the tech companies didn't even have a product and many that did had no revenue nor prospects of revenue for the foreseeable future. The tech stocks that were viable companies were valued way beyond what they could earn for many years. On the other hand, almost all of the the financial companies are viable companies right now and provide a real business model for profit in the near future as in one or two years out, many of them profitable right now. When the economy turns up, they'll make money again. You can't hold back the bankers because they own everything we have. Jul 15 04:58 PM
    • The Bursting of the Non-Bubble? [view article]
      When you compare the risk associated with techs and financials, the financials are taking an even greater bloodbath. These are real companies with huge assets and earnings that have collapsed, and are a huge part of the long term GDP. I'd say this financial meltdown is worse that the tech meltdown and will have repercussions beyond tech's also. If the money guys can't make money, no one can. Jun 29 04:54 PM
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