User 236687's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/236687/comments http://seekingalpha.com/article/90657/comments?source=feed#comment-230929 230929 Fri, 15 Aug 2008 08:03:38 -0400 http://seekingalpha.com/article/90727/comments?source=feed#comment-229266 229266 Wed, 13 Aug 2008 08:55:41 -0400 http://seekingalpha.com/article/88196/comments?source=feed#comment-226019 226019 I read it. I was in a bit of a rush.I do not see it the same the way.To much is being made of the olympics and the pricing into their markets is almost out not yet.On wm at 3-4 maybe 5 depending on a wide range on circumstances and economic varibles, time frames, risk tolerence etc...that is your opinion and that is fine.It is not a shooting start by any means.I didn't say it is cheap I didn't go there In 1 to 2 years I feel there are a few that can turn into a huge return.I built up a basket of them.We'll see how it plays out.I did bite around 4 but I am not in a rush or expecting any miricles tomorrow.On China.I am not in the camp of China falling off a cliff as far as growth goes and everyone going back to rice while living underground and riding bikes same with the other parts of he world.When those stories come out and a low numbers hits I'm looking to buy a little.Tech is another area where the U.S. has a huge future out in front of it.The air just needs to come out of all this first....The demo numbers are much to large to ignore.The other area I like is Coal.It will also turn into a great buy if it countinues this way.Have a good day I have to get back to work...
On Aug 08 10:03 AM supershort wrote:

> User 236687:
>
> You have not read my post carefully. The buildout in China, India
> and Russia are done. The little glimmer of hope has been tied to
> the olympics that their economies will continue to grow at a pace
> that has been priced into the market. The slowdown affects everything.
>
>
> As far as WM. If they were clamoring to get in, the Saudi's would
> have jumped in again, just like they did with Citi and they got burned,
> but so did Citi. WM is not a good investment in my opinion. You may
> think it's cheap and at $5 it may very well be, but how are they
> going to make earnings? Write more loans? The industry is broken
> and will be depressed for quite some time. If you wish to hold this
> for years and risk another "shoe drop" then go right ahead. But the
> potential for more runs on banks is there and quite real. WM is not
> in great shape.]]> Fri, 08 Aug 2008 10:56:30 -0400 I read it. I was in a bit of a rush.I do not see it the same the way.To much is being made of the olympics and the pricing into their markets is almost out not yet.On wm at 3-4 maybe 5 depending on a wide range on circumstances and economic varibles, time frames, risk tolerence etc...that is your opinion and that is fine.It is not a shooting start by any means.I didn't say it is cheap I didn't go there In 1 to 2 years I feel there are a few that can turn into a huge return.I built up a basket of them.We'll see how it plays out.I did bite around 4 but I am not in a rush or expecting any miricles tomorrow.On China.I am not in the camp of China falling off a cliff as far as growth goes and everyone going back to rice while living underground and riding bikes same with the other parts of he world.When those stories come out and a low numbers hits I'm looking to buy a little.Tech is another area where the U.S. has a huge future out in front of it.The air just needs to come out of all this first....The demo numbers are much to large to ignore.The other area I like is Coal.It will also turn into a great buy if it countinues this way.Have a good day I have to get back to work...
On Aug 08 10:03 AM supershort wrote:

> User 236687:
>
> You have not read my post carefully. The buildout in China, India
> and Russia are done. The little glimmer of hope has been tied to
> the olympics that their economies will continue to grow at a pace
> that has been priced into the market. The slowdown affects everything.
>
>
> As far as WM. If they were clamoring to get in, the Saudi's would
> have jumped in again, just like they did with Citi and they got burned,
> but so did Citi. WM is not a good investment in my opinion. You may
> think it's cheap and at $5 it may very well be, but how are they
> going to make earnings? Write more loans? The industry is broken
> and will be depressed for quite some time. If you wish to hold this
> for years and risk another "shoe drop" then go right ahead. But the
> potential for more runs on banks is there and quite real. WM is not
> in great shape.]]> http://seekingalpha.com/article/88196/comments?source=feed#comment-225804 225804

On Aug 08 07:17 AM supershort wrote:

> "whenever an article is written by an author whether right or wrong
> he puts his name on the line.
> but i find that people who ridicule the article do so hiding behind
> cowardly screen names. show some balls and print your name atleast
> "
>
> Sure, maybe use a name like User 238740&1/2.....
>
> Jobs report was dismal, still in a downward slope. Waiting for the
> "magic number" when they will all scream "RECESSION." That is when
> that may be time to call a bottom, although I think the global economy
> will be sluggish for quite some time. I look for China to go into
> a major slowdown now after the olympics are over. The tendency is
> to overestimate the impact of any specific event on the economy.
> There are already reports that the cities are smog filled and even
> some of the venues are inadequate. The massive buildup of hotels
> has been overdone and there are more than expected vancancies. China
> didn't plan on the global slowdown and thought they were going to
> go like gangbusters. Their numbers are going to be way off and then
> just like when someone gets buyer's remorse, they will cut back spending
> to make themselves feel better and conserve capital. Look at all
> the cities where the olympics have been held. The lasting economic
> benefits have been brief and usually followed by a period of contraction
> before starting another leg up, Lake Placid, Park City, Sarajevo,
> etc.....
>
> To Ricki who bought FRE on July 31st....You enetered a bad position
> as the chart shows you bought right at it's peak and it appears it
> will test the low of under $5. It may go back to 3.89. That is a
> technical base. So your options are this.
>
> Sell and protect against further loses, as it is highly unlikely
> it will reach your entry point anytime soon.
>
> Hold the position but sell calls on your stock. Though it has run
> down quite a bit, the calls will bring in minimal funds.
>
> Buy puts 5 strike price, and hold your position.
>
> Wait for the lows of the year and then double down or possibly tripple
> down your position to play the bounce. This is the riskiest and takes
> a planned strategy becuase it is only used to get out of a position
> and not as an investment. Sometimes I close out my bad trades like
> this just with a minimalk loss as compared to a huge loss, just to
> "get out." Never hold this position for more than a 5 days after
> the bounce because the stock will usually retrace and then you are
> going to have a larger loss than you had originally.
>
> Given the market and financial conditions, shorting the XLF is a
> better play than goig long. It has had a nice run up and you could
> pocket an easy 10% within the next few dfays.]]> Fri, 08 Aug 2008 08:12:38 -0400

On Aug 08 07:17 AM supershort wrote:

> "whenever an article is written by an author whether right or wrong
> he puts his name on the line.
> but i find that people who ridicule the article do so hiding behind
> cowardly screen names. show some balls and print your name atleast
> "
>
> Sure, maybe use a name like User 238740&1/2.....
>
> Jobs report was dismal, still in a downward slope. Waiting for the
> "magic number" when they will all scream "RECESSION." That is when
> that may be time to call a bottom, although I think the global economy
> will be sluggish for quite some time. I look for China to go into
> a major slowdown now after the olympics are over. The tendency is
> to overestimate the impact of any specific event on the economy.
> There are already reports that the cities are smog filled and even
> some of the venues are inadequate. The massive buildup of hotels
> has been overdone and there are more than expected vancancies. China
> didn't plan on the global slowdown and thought they were going to
> go like gangbusters. Their numbers are going to be way off and then
> just like when someone gets buyer's remorse, they will cut back spending
> to make themselves feel better and conserve capital. Look at all
> the cities where the olympics have been held. The lasting economic
> benefits have been brief and usually followed by a period of contraction
> before starting another leg up, Lake Placid, Park City, Sarajevo,
> etc.....
>
> To Ricki who bought FRE on July 31st....You enetered a bad position
> as the chart shows you bought right at it's peak and it appears it
> will test the low of under $5. It may go back to 3.89. That is a
> technical base. So your options are this.
>
> Sell and protect against further loses, as it is highly unlikely
> it will reach your entry point anytime soon.
>
> Hold the position but sell calls on your stock. Though it has run
> down quite a bit, the calls will bring in minimal funds.
>
> Buy puts 5 strike price, and hold your position.
>
> Wait for the lows of the year and then double down or possibly tripple
> down your position to play the bounce. This is the riskiest and takes
> a planned strategy becuase it is only used to get out of a position
> and not as an investment. Sometimes I close out my bad trades like
> this just with a minimalk loss as compared to a huge loss, just to
> "get out." Never hold this position for more than a 5 days after
> the bounce because the stock will usually retrace and then you are
> going to have a larger loss than you had originally.
>
> Given the market and financial conditions, shorting the XLF is a
> better play than goig long. It has had a nice run up and you could
> pocket an easy 10% within the next few dfays.]]>