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A Bull Is Born, 2009

You are a good sport. I ll stop busting your balls!


I've worked on Wall Street for 11 years so I have a bit of an edge on ya.

This is a total mess. And the current administration is a nitemare.

Any rally is of the bear market kind so you sell it. BIggest upcrashes are in bear markets.

So many more shoes to drop.

Wall Street Breakfast: Must-Know News

The auto equity is worthless. Look where the bonds are trading.

Go ask Cramer what that means. BOND BULLIES (cause they are smarter than ya!)

A Bull Is Born, 2009

Hey Glen, how's that Bull Market treating you?

'The Change We Need' Is in Economic Direction

Great article.

The Fed is a tool for the politicans. Bernake cut rates to near zero to save his job.

It will be very ironic to hear Obama hee haw about an era of transparency when he will be spearheading the greatest ponzi scheme of all time: The US Government and the multi trillion dollar stimulus/lifeline/bail... agenda.

A Bull Is Born, 2009

Glen, make your life easy and buy some bonds.

Equities are merely trading vehicles until the credit market can function without government intervention.

The equity market is like a crack addict. it gets high off of government bail outs but then begins crashing when the euphoria wears off.

There is no growth without credit. Credit makes stocks look stupid--even after 20% bear market rallies.

You can trade this tape or you can buy positions and sit on it for years.

Or sleep at nite and buy some bonds. It will kick the tar out of equity returns this year without the volatility. It will have a superior risk adjusted return. And isn't that what smart investing is all about???


On Jan 15 02:32 PM Glen Bradford wrote:

> Equity has no clue:
>
> Haha, great question. At first glance, it may appear that I'm sitting
> on a broomstick. 20% below Dow9000 is 7200. I'm still in my imaginative
> as it may seem "Bull Market." EEB and EEM are still off their lows.
>
>
> I'm still buying, just more confidently as the prices dip. I'm focusing
> on buying companies that are priced below book value, are technically
> oversold, meet my fundamental criteria, and have significant room
> to grow back to their 52-Week high.

A Bull Is Born, 2009

Hey Glen, how u doin??

A Bull Is Born, 2009

.........this bull is more like an abortion!!!

A Bull Is Born, 2009

A BULL IS BORN!!!!!!!!!!!!!!!!!!...

A Bull Is Born, 2009

So far the only Bull that was born was

Bull

Sh1t !!!

A Bull Is Born, 2009

Good work I am sure you were happy 2day


On Jan 04 09:49 AM Herbert Hoover wrote:

> Everyone's a bull today. Buy - Buy - Buy!!!!!!!!!!
>
> Looks like a good time to stock up on puts.

Why Can't the Dow Join the Party?

The government wants to jaw bone all throughout January so Obama has the wind to his back coming into inauguration

Isn't it a little strange the mass media and the market has shrugged off what is going in Gaza?

The Obama-media seemed to care more about his daughters first day of skool than violence in the middle east hitting full throttle.

Guess that is good for USO. Russia must be smiling.

How to Succeed in a Bear Market

Try actually looking at a company's 10ks and 10qs, research reports and transcripts.

Cramer is an idiot. He is simply sentiment trying to sell a suite of products. TV show. Books. Website. Cramerica. He is a brand.



On Jan 03 02:34 PM Glen Bradford wrote:

> Actually, I'll go ahead and say that if Cramer says a dividend is
> safe, it probably is. He looks into companies and does his homework.
> What is a bad idea is using finance.yahoo.com's dividend yield to
> determine your dividend. The highest dividend yields tend to get
> cut because the stock has fallen for a reason and the dividend is
> unsupportable.

Hints of Risk Appetite Returning to the Stock Market?

Well said.

Hedge funds are trying to reach to get over their high water marks and long only mutual fund managers are panic buying so they do not underperform the index.

We are in a panic to get long rally.

At any hint of weakness, the government will promise a bigger stimulus. Today the buzz was Obama boosting America's space program. Maybe he will put all the toxic assets on the bank's balance sheet into a rocket and launch it to the moon.

If the government's mantra is to spend spend spend the TBT is a good play and still be intellectually honest instead of trying to gauge the mood of the market every day.


On Jan 02 09:20 AM archman82011 wrote:

> Hints of risk appetite returning?
>
> Where?
>
> Maybe in the high yield corporate bond market and muni markets.<br/>May...
>
>
> In stocks? I hope the author is not getting overly excited about
> a no volume rally off a low in November.
>
> This seems to be a "real recession" we have here, finally.
>
> That means rallies, then givebacks, followed by more of the same.
>
>
> S &amp; P at "trend" (based on 25 year continuation chart) is 750.
>
>
> The farther we go up above 750, the farther we have to fall back
> to be at trend. If our government, Fed, and it's "partner" trading
> desks would stay out of the way and let the market function normally,
> the S &amp; P would be at 750 now, and we could have 10% (dividends
> included) total returns a year for the next 20 years. Instead we
> will keep getting up 20%, down 10%, up 15%, down 30% returns going
> forward for the next 2 decades. They just cannot leave well enough
> alone.
>
> The trend seems in place for those who can see it: Buy the S &amp;
> P when it is within 50 points of 750, slowly short the S &amp; P
> when it is over 900.
>
> Unless these markets go back to being truly "free" markets, expect
> big returns on the up and downside over the next 20 years, netting
> investors nothing, traders who do well a very nice return, and the
> asset gatherers everything (since they just collect a fee for lousy
> performance anyway)

First Call of a Double-Dip Recession: Setting Up a Market Bottom?

Hedge funds are trying to reach to get over their high water marks and long only mutual fund managers are panic buying so they do not underperform the index.

We are in a panic to get long rally.

At any hint of weakness, the government will promise a bigger stimulus. Today the buzz was Obama boosting America's space program. Maybe he will put all the toxic assets on the bank's balance sheet into a rocket and launch it to the moon.

If the government's mantra is to spend spend spend the TBT is a good play and still be intellectually honest instead of trying to gauge the mood of the market every day.

Last Thursday Was the Bottom - It's Time to Get Back in

Have you ever done any credit analysis on Dry Ships other than looking at a Debt/Equity ratio?


On Nov 29 03:04 PM Glen Bradford wrote:

> It's unfortunate that a lot of the comments on this article just
> state random opinions and facts and don't back them up with any evidence.
> I figure it's the least I can do.
>
> BAC - First off, ignore the last 4 quarters (1 year) of figures.
> It's not really historically accurate. Ignoring the last year and
> looking at the 4 previous --- you have a company growing at at least
> 10% and last time I watched TV, it's making strategic acquisitions
> to spur growth in the next 5 years. It's priced to shrink earnings.
> This is not the case. Out of all banks, this is the only one that
> I've considered owning lately (Besides citigroup since it got saved).
>
>
> C - Citigroup has been growing at at least 7% over the past 5 years
> under similar analysis and is priced to shrink faster than BAC.
>
>
> That said, I've been staying away from banks for the last year since
> I saw and heard about this one coming... I think there are better
> deals out there, but the banks as you've seen are the first to rebound
> the hardest. Hopefully you were smart enough to buy C earlier this
> week (monday morning)
>
> HERO - Priced to grow at 1.8%, it's been growing revenues significantly
> faster (80%) than that but the relationship between revenue growth
> and net income(-24%) has not been as strong lately... I like NOV
> and APA more.
>
> DRYS - this one should recover from the fact that commidity prices
> are "bottoming" esp. if you are calling a market bottom. It's grown
> Net income at 82%. Can they keep this up? Well --- anyone who knows
> anything about the transpo business knows that there's no profitable
> way to transport people, but transporting goods is the way to go.
> My favorite transpo business distributes liquor (CEDC)
>
> As for the bottom, you're 5 days late and everyone's screaming "bottom."
>
> This could have been the bottom, look to global markets... there
> are strong indicators that it's the bottom. I think it's the bottom.
> But, I'm holding out a little bit, i've leveraged up 3 times at 9000,
> 8500, and 8000. I'm saving one more time to leverage up at 7000 in
> case the market is as unpredictable as I think it is. But I'm all
> in. I think that the DOW is worth about 10500, but would be surprised
> to see it reach that. If it does, it will overshoot to 11000+.<br/>
>
> Hope this helps you guys!