thrader

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

"So anyone who has a fund is now Madoff? "

No, but it goes to show that you don't necessarily need to believe in whatever you read/hear. Commonsense should always prevail and the likes of Cramer always fall in the "crook" category. A "hooker" is a hooker regardless of the dress she is wearing.

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

"Wow, did you really have my response deleted?"

No muppet.

"....anyone can google Cramer and his firm and see that he had an annual return of around 20% a year. He retired bc he was working so much he wasn't happy. "

Oh really? And where do those figures come from? I am sure if you "google" Madoff you'll find lots of "documents" stating his above average returns.

...time for you to go to your show. Say hi to the other muppets from me.

Options Trader Thursday Outlook: Japan Jump Juices Futures

Good post Philip

..don't waste your time on the Charlatan (Cramer) and just let sheeple have their run to the slaughter. After all it's thanks to these suckers we can short at juicy levels.

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

"I'm not a huge fan of his show, but you can't deny his past performance as a trader, that's been documented."
------
Show me the documents!

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

"Yeah, you do that. Meanwhile, I am laughing all the way to the bank. And I will keep watching, learning and investing. "
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...typical for a loser to say.

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

Indeed you have, but I am sure you have lost more than you have made, hence why you have learnt so much :D

Only losers tune in to the likes of Cramer.

Cramer's Mad Money - The Most Despised Bull Market in History (12/2/09)

I think facts speaks for themselves. Had Cramer been a successful trader he would have still been in business instead of being an employee of CNBC.

Amazon Looks Expensive At All-Time High

Great article!

Interesting to note is that their net asset value stands at a pathetic $3bln!

I think what is happening currently is that the market makers are trying to squeeze out the shorts. Overshoots and undershoots always take place when these charlatans are involved. Just look at the trading volumes.

Before long the sp will be down at sub 100.

Cramer's Mad Money - 6 Dubai-Proof Dividend Stocks (11/30/09)

"Finally, Amazon (AMZN) is not just books and music. Cramer thinks Amazon is fast becoming the online Wal-Mart, and offers appliances and electronics at deep discounts."
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Yes, deep discounts come at a cost; lower margins!...and the PE is now pushing towards 100......what a joke.
Again, the further this sucker goes the heavier it will fall.

Even Amazon Bears Are Bullish

..sorry (and nothing personal), but only donkeys would see value in amzn.

Amazon.com Bubble 2.0?

As I said earlier, just short this $ucker. Go all in if you want cause at current levels this is a no brainer. The pull back will be massive whether the bulls like it or not.

Amazon-Sized Craziness

"How long are shorts willing to wait for a pay-off? It could be a while."

..don't worry, the massive correction is just around corner. A falling sp despite a massive (fake) rise in the market, lol. I'll take my huge profits no later than a couple of weeks from now.

Hold on tight to your hat as your longs will be shaking shortly.

The bears are coming out and they are hungrier than ever :D

Amazon-Sized Craziness

Today I added another shorting batch. Average now 130 :D
This baby is going to crash big time.....just watch the action in the next few sessions.

Only an idiot would say amazon is worth at a PE of 55-75.

Short Amazon: Risky Investment at Current Price

Amazon is one of the greatest companies to short at current levels. Have you heard of the phrase: "the last idiot isn't born yet"?
Well, it's true, hence you see amzn trading at these ridiculous levels. The sp pushes up with ever lower trading volume, lol.

On Nov 10 08:10 PM elliotz wrote:

> Amazon is a great company and will be around for a very long time.
> The problem is with the stock not with the company. The stock has
> very rich excpectations built into it for the company. Unfortunatley
> if AMZN disapoints but still has good growth of 10% in revenue the
> stock will tumble. AMZN was the first to get into e-readers(they
> deserve their due), they also proved that e-readers sell and there
> is alot of room for sales growth in that segment. Many are following
> them in. BKS has just came out with a statment that theyr NOOK e-
> reasder is selling better then excpected. APPL will surely follow
> suit and so might microsoft and well as others. This is the moment
> story stock after a great quater. Way to overvalued at these levels.
> I am short AMZN using derivatives.

Valuing Amazon Like the Next Wal-Mart

Well written post Stefan

I do however believe there is an element of "naivety":

"In my opinion, it comes down to this: Do you think Amazon will grow faster than Wal-Mart did and will they improve profit margins? I think they will be able to grow faster than Wal-Mart did, simple because they don’t have to physically build stores. Their expansion is virtual. It is faster and requires less capital. As for profit margins, perhaps with scale and e-books they can be improved, but this is less clear."

Indeed this goes bothways! It'll be significantly easier and cheaper for the competition to take a slice (or multiple slices) of this lucrative market. I think Google is a very good example of that. In the UK there are now quite a few online book stores who have taken significant market share from Amazon. One being thebookdepository who ships books free of charge worldwide regardless of the amount you spend.

I am afraid it is only in the US one can see fantasy PEs being "traded" as the appetite for risk simply is limitless, a bit like chineese, hence the fat cats in Wall street milking the main street day in and day out.

Also with online trading retailers, it'll only take a bad big headline like "10M customers' bank details have been hijacked" to see the sale plummet and perhaps never return to that company again.

I am a trader so I put emotions aside, but from a TA point of view this stock is way over baked and I have been shorting it this week. I could be wrong and stopped out, but as a trader you'll have to follow your trading instincts. In my view we'll soon see a drop down to 90-100.

Best wishes
Ashley


On Nov 05 04:22 PM Stefan Sidahmed wrote:

> Good comment and I agree with you.. This is a true expense to the
> owners of the company (public or private), which is one reason I
> calculated the NPVs separately.
> In researching ESOs and FCF, I found many conflicting opinions among
> analysts and academics on how to treat them wrt valuation. In the
> end I left it in but calculated it separately so readers can include
> or not include it as they wish.
> I don't agree with you on increasing the SG&A expense since it
> is already accounted for, IAW GAAP, on the income statement. Also,
> there can be shares and stock options in a private company, but the
> employees receiving them will probably want an exit strategy on the
> horizon (eg. IPO or buy-out).
>
> WRT projecting dilution - Yes, I agree, but it is probably much easier
> (and more accurate) to not add ESO back into FCF and avoid estimating
> dilution over an extended period into the future (which is what you
> were implying).
>
> On Nov 05 01:55 PM User 432133 wrote: