jcianci

Lexmark: Solid Value Play Under $18

on the contrary this is a very dicey stock. it has basically flatline since March 9th not participating in the 2500 point DOW move from the lows. this stock is garbage and is headed toward $8 rather than "a value below $18". LXK will go by the wayside just like Polaroid, Kodak, et al.Why do you think IBM dumped it. those guys aren't stupid. they know the long term value of that franchise which will be nil in 10 years after they spun it off. only 16 more points to zero. You want value below $18 look at INTC, BJS, VLO, and you just missed out on VALE which was $17 for the longest time and is now over $20.

The 'Preferred' Way to Play Financials

yes i agree with PFF as a highly speculative investment if you need exposure to this sector, but you also need to hedge. Like the XLF example mentioned above, you can just as easily lose 50% in PFF. Hedge by selling covered calls. The July 21 calls offer a >10% premium at current price (20.50 as of 2/26 9:45AM). This will reduce your cost 10%, collect another dividend (if not called) and if called, a 10% return in the books. Yes your capital gain upside is limited but in this market mitigating risk should "bear" fruit...

Playing Defense with PowerShares Dynamic Food & Beverage ETF

....just to piggyback on my previous comment, you can hedge XLP by selling covered calls or buying puts against it. PBJ does not offer that capability due to its illiquidity`

Playing Defense with PowerShares Dynamic Food & Beverage ETF

Don, despite its conservative nature this ETF is highly illiquid with an average 10 day volume of 17,468. The better ETF here is the XLP with 6.1 million shares traded average 10 day volume

ETF Ideas for a Time of Uncertainty

IHI is illiquid and probably on the ETF death row.

Hedge 20% of your GDX purchase with GLL (ultrashort gold)

5 ETFs with Single-Digit P/Es that Trade Near 'Book Value'

PowerShares MicroCap (PZI) 0.7 9.9
SPDR International Small Cap (GWX) 0.9 7.6
WisdomTree Japan Small Cap (DFJ) 0.9 9.7
iShares MSCI EAFE Small Cap (SCZ) 1 7.3

These 4 funds are on the death row. They are illiquid and have virtually no volume and are not worth the risk especially when a lopsided volume day could crush them. STAY AWAY!

AIG: The Cramer Conspiracy Theory

bob...dead on my man...couldn't have said it better myself....

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

..."bud i like you"....to quote an infamous movie...

it's clear you don't understand what diversification means because you're either a day trader or lack fundamental investing knowledge...not all sectors move in tandem....you don't have a crystal ball and you don't know when sectors will turn...great investors are always ahead of the curve and let their portfolios work for them instead of working for your portfolio as you do..."stick to the fundamentals.." my friend and don't play a guessing game or "market timing"....you're too caught up in the movie...get back to reality.......

"intentionally picking losers.." is nonsense talk.......

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

hey ray, i disagree with you especially on portfolio two..... they are not diversified as you think...VZ, BAC and ED are highly leveraged companies with their huge payouts and thus have tremendous exposure to rising rates if the dopey fed has anything to say about it.... the unpopular war and imminent troop pull out does not make GD attractive over the next two years....and as for GM...what can i say...the longer wagoner is there, the closer they are to bankruptcy....it's that simple...though not published yet inevitable, GM is third in line behind FNM and FRE for the government hand out.....
starting from scratch a novice investor should consider the following portfolio...JNJ (or PG), GE (or MMM), MO (or UN), XOM (or SLB) and IBM (or CSCO)....here's two portfolios...the best of the best...and of course...completely diversified!

Pimco's Bill Gross: Jim Cramer Is 'Courageous' and 'Entertaining'

gotta love bill's acronyms for "one that sticks his foot in his mouth time and time again for being wrong" as "courageous".....and "to make a moronic fool of himself in doing the aforementioned" as entertaining...
bill, i also echo your sentiments...

Cramer Sees the Light - Cramer's Mad Money (9/4/08)

cramer could't see the light on a bright sunny day...why is not recommending the short etfs???? SDS (short S&P) and QID(shortQQQ) have been kicking ass over the last few days...on the long side UWM (longRussell2000) why not hedge oneself this way instead of the dogshit stocks he recommends....the Dow is stuck in a 1000 point trading range (10800 - 11800).....until a significant breakout is confirmed in either direction...playing the technicals with SDS, QID and RUT is the way to go....invest to make money...cramer is all about entertainment and nothing else..he couldn't tell stock analysis from paralysis...which is what he is doing to the uneducated investor..
WMT is moving up because people that don't shop there normally do so now because they have significantly reduced their budgets in line with this tough economic cycle....the light may be on, cramer....but there's nobody home...
swap out of HRB for BAC...BAC has quadruple the dividend yield and the CEO does not plan to cut it...and the board approved to spend $3.75B over the next 12 to 18 months to buyback stock...BAC made, yes made $3.41B in Q2...the thinking is clear here....cramer..do your homework,,,

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

save for GD, portfolio 2 is "perfectly" in the crapper...........

The Rally was the Real Deal - Cramer's Mad Money (9/2/08)

cramer is pure entertainment and nothing else...he leeched on to cnbc because he didn't know how to trade any longer and has been trying to bestow his moronic views on people that don't know anything about investing which, of course, are those that only watch him...and remember those that can't do, teach.....and he's horrific at best...
this sucker rally ate him alive and he knows it.....i'm buying puts on his entertainment career because when this recession sinks its bear claws into the soul of this economy in the coming months, he will be out of the media business.... even the media will get tired of his YACK, YACK, YACK...............