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| Im Not Warren Buffett |
 Posted: Fri Jun 01, 2007 4:18 pm Post subject: |
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CFO
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| Grimreaper wrote: | Ya know, when ya WOOHOO'd dat WNR thingy I just thunk it was grossly overvalued based on da technicals....even though it was unnervalued based on da funnymentals.  But I figured I'd go do a little research jist ta see ifn I kin try and figure out yer "thought process" on da pig.
A transfer of werthlessness from one sad company to da next....and it only took em 1 year to get that shell ova company WNR setup and runnin on all sillynders bafo Dubya B noticed it. Good job Dubya B. The "secret society" could probly use a "front man" like you.  Fo da resto ya's...that's the way it actually is but of course it won't be oblivious till it gits proven to ya.  |
Actually, WNR was picked up by my quant model. I didn't do much with the stock other than look at the financials and make sure there were no unusual items... as I haven't taught it to read yet.
Before you go ripping any more into this, why don't you look at the Performance of the Top 25 Picks? I assembled it just for you. 
And on that note, I'm going to sign off for a while. I should be back from vacation in a week or so, unless I get lost at sea... or get raided by a pirate ship. Hm. That would be ironic, wouldn't it? |
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| Grimreaper |
| Posted: Sat Jun 02, 2007 2:50 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | Grimreaper wrote: | Ya know, when ya WOOHOO'd dat WNR thingy I just thunk it was grossly overvalued based on da technicals....even though it was unnervalued based on da funnymentals. But I figured I'd go do a little research jist ta see ifn I kin try and figure out yer "thought process" on da pig.
A transfer of werthlessness from one sad company to da next....and it only took em 1 year to get that shell ova company WNR setup and runnin on all sillynders bafo Dubya B noticed it. Good job Dubya B. The "secret society" could probly use a "front man" like you. Fo da resto ya's...that's the way it actually is but of course it won't be oblivious till it gits proven to ya. |
Actually, WNR was picked up by my quant model. I didn't do much with the stock other than look at the financials and make sure there were no unusual items... as I haven't taught it to read yet.
Before you go ripping any more into this, why don't you look at the Performance of the Top 25 Picks? I assembled it just for you.
And on that note, I'm going to sign off for a while. I should be back from vacation in a week or so, unless I get lost at sea... or get raided by a pirate ship. Hm. That would be ironic, wouldn't it? |
Oh my bad...I thunk you said they was the "top 25" picks fer June. Since I doan really care where they bin and only where they's goin....I figured I'd jist randomly pick 5 off da pig list (although any of the 25 woulda bin jist fine I'm sho) and see how I do goin forwerd using the May closing price. I did add WNR as a newbie and PCU back onto my chort list at one o'dem funny muny stock pickin games 3 minuets into da close yesterday. I feel a WOOHOO comin on! BTW, ifn yer floatin yer boat off da east coast of da U.S. and ya git lost....just keep headin east and you'll eventually hit land. |
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| yandig |
| Posted: Mon Jun 04, 2007 7:24 am Post subject: |
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Investing Manager
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| Im Not Warren Buffett wrote: | If you are set on LRCX, that is fine... but you should know that some analysts (particularly the guy at Goldman) are quite negative on the sector. While I understand his concerns, he is essentially arguing for a cyclical deceleration accompanied by a concurrent contraction in multiples. This makes no sense, but if the market acts that way, adding to semi positions would probably be a good idea.
Article on Semis
I wrote something more about semiconductor stocks earlier, and how that negativity has really put a damper on the prices of those stocks. Another company (similar to LRCX) to consider is Applied Materials (AMAT). When the Goldman Sachs guy blows his call, Blankfein, Winkelried, and Cohn will be sitting in their offices reviewing the message I CC'd them on. You can email me thanks at INWB@GS.com |
It's interesting that LRCX and other DRAM makers are expected to fall on tough times, yet the stock is still rising. It's probably because the expected earnings shortfall is already built into the stock price, like you said.
I have a target of around $63 for LRCX --- we'll see what happens. |
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| yandig |
| Posted: Tue Jun 05, 2007 7:11 am Post subject: |
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Investing Manager
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INWB...
Thanks for the June list. I ran all 25 stocks through my valuation model, and five came up winners. I may add one or two to the SMP portfolio soon and send you some more e$ for your work.
ASPV is an interesting stock. They have no real product to sell, but have a great agreement with Roche that allows them to rake in the dough. If they continue to reap the benefits of that deal, the stock looks very undervalued. |
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| Grimreaper |
| Posted: Wed Jun 06, 2007 8:54 am Post subject: |
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CFO
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Nice! Cramer just pumped FCX from 76.70 to 76.90. Although Dubya B set long term top on thisn....it's still good ta see ole dumbo Jimbo is also on board. Anybudy care ta guess how low she goes bafo Jim comes back and says  "You shoulda taken profits after Dubya B and I set da top!, hawgs get slaughtered!" |
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| yandig |
| Posted: Wed Jun 27, 2007 6:10 am Post subject: |
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Investing Manager
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| yandig wrote: |
ASPV is an interesting stock. They have no real product to sell, but have a great agreement with Roche that allows them to rake in the dough. If they continue to reap the benefits of that deal, the stock looks very undervalued. |
Just a note on this stock - ASPV... Their recent trial of CellCept (a lupus-fighting drug) did not show the desired results, and the stock is down 9% today. They still have a ton of cash, and look to be worth the current stock price in liquid assets in a couple of years if the agreement with Roche doesn't terminate prematurely. |
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| Grimreaper |
| Posted: Wed Jun 27, 2007 6:14 am Post subject: |
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CFO
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| yandig wrote: | | yandig wrote: |
ASPV is an interesting stock. They have no real product to sell, but have a great agreement with Roche that allows them to rake in the dough. If they continue to reap the benefits of that deal, the stock looks very undervalued. |
Just a note on this stock - ASPV... Their recent trial of CellCept (a lupus-fighting drug) did not show the desired results, and the stock is down 9% today. They still have a ton of cash, and look to be worth the current stock price in liquid assets in a couple of years if the agreement with Roche doesn't terminate prematurely. |
Sheeeyot...is ASPV on "da list" dat was being handed out at the donut shop? All I know is dat da police have da joint surrounded cause ov some kinda "hostage situation" goin on.  Ifn I was you i'd stand clear of Jelly Donuts Inc until da smoke clears and da bulletts stop flyin.  |
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| yandig |
| Posted: Wed Jun 27, 2007 8:24 am Post subject: |
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Investing Manager
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| Yeah, I get a bad feeling about this one, too. See BHIP for a similar reference. Hopefully, they won't make the evening news anytime soon. |
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| Im Not Warren Buffett |
| Posted: Wed Jun 27, 2007 10:40 am Post subject: |
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CFO
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| I'm actually liking whats happening here... of course, I'm not actually long right now so today didn't hurt me... but it "may" have created a great buy point. I have some more work do so on a few other stocks but I'll try to make this a productive evening and hit ASPV too. |
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| Grimreaper |
| Posted: Wed Jun 27, 2007 11:47 am Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | | I'm actually liking whats happening here... of course, I'm not actually long right now so today didn't hurt me... but it "may" have created a great buy point. I have some more work do so on a few other stocks but I'll try to make this a productive evening and hit ASPV too. |
Yeah...I'm "luvin it" too. I'm lernin forensics and da chief o'police jist called me to da scene o'da massacre at Jelly Donuts R Us. I took one step inside da place and saw this RAIL, June 1 closing price 49.57...current price 48.98, ASPV, June 1 closing price 20.57...current price 17.13, IDCC, June 1 closing price 33.41...current price 33.27....and dems jist da foist 3 on da "donut shoppin list"!!! I figured I had better step back outside and jump into my full "hazardous material" jumpsuit bafo I wander back inside amongst da carnage.  YOU DA MAN! |
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| yandig |
| Posted: Wed Jun 27, 2007 1:02 pm Post subject: |
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Investing Manager
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| The Dow is also down about 2% since june 1, so 2 of those three picks have actually beaten the market...just so ya know |
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| Grimreaper |
| Posted: Wed Jun 27, 2007 1:47 pm Post subject: |
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CFO
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| yandig wrote: | | The Dow is also down about 2% since june 1, so 2 of those three picks have actually beaten the market...just so ya know |
Oh, my bad. I guess ifn yer gonna git yer axe kicked it is bettr ta git yer axe kicked "slightly less" than da ave guy. |
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| anthonychambers |
| Posted: Thu Apr 22, 2010 10:36 am Post subject: |
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Investing Associate
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| Jomari White |
| Posted: Thu Jun 03, 2010 6:01 am Post subject: |
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| KassandraWalker |
| Posted: Wed Jun 30, 2010 8:59 am Post subject: |
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