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| freeye |
 Posted: Tue May 31, 2005 1:01 pm Post subject: GURU FORUM |
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Investing Manager
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GURU FORUM
Gary Kaultbaum, Bill Gross, Jim Cramer, Mo Ansari , Bob Brinker, Larry Kudlow, Richard Russell, Mario Gabelli, Milton Friedman etc.
would be interested to see which gurus are currently making the right calls on individual stocks and or the markets and which gurus you like best.
if you see something in the media that the above named gurus or a guru of your own chooosing link it through to this BOARD TOPIC so we may all have a chance to see it and discuss its merits. |
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| freeye |
| Posted: Wed Jun 01, 2005 12:38 pm Post subject: |
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Investing Manager
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here is a link to bill gross' may/june commentary:
i like to keep up on what he has to say and thought others may find it of value as well.
i'm certain i do not understand every little nuance of what he is trying to communicate but i'm hoping those of you that do will provide your explation or opinion on what he has to say.
his commentaries are often quite humourous as well.
http://www.pimco.com/LeftNav/Late+Breaking+Commentary/IO/2005/IO+May-June+2005.htm |
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| freeye |
| Posted: Tue Jun 14, 2005 10:54 am Post subject: |
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Investing Manager
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jim cramer calls the bottom on sears holding (SHLD) on the 06/14/05. here's the link if you want to hear it for yourself. the closing price was around the $139 level.
i will have to listen to see what exactly he said. but i think what this means if you are looking to get into the owning (SHLD) you should take advantage of any weakness between $139 and $133 so if your average price i.e. (your cost basis) after making several trades over time were to equal $136 you should do ok if the (SHLD) were a part of a fully diversified portfolio.
http://www.thestreet.com/m/index.html
is anyone interpreting what he said differently than this? |
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| freeye |
| Posted: Fri Jun 17, 2005 9:08 am Post subject: |
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Investing Manager
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pick up on the jim cramer bottom call on sears holding (SHLD) over on the jim cramer real money forum and direct all future real money commentary over there.
thanks! freeye |
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| Grimreaper |
| Posted: Tue Jun 21, 2005 9:12 am Post subject: |
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CFO
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On CNBC's 3 pm, bull/bear debate they had the poster child for bullishness, Joe Batapaglia, vs the guy who was supposed to be taking the bear side, I didn't catch his name though, I did hear him (the bear) say he likes the specialty retailers like URBN, AEOS, crap like that, the most overpriced crap in the sector really, too freakin funny! yet another case of excellent unbiased reporting by CNBC  |
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| Grimreaper |
| Posted: Tue Jun 21, 2005 10:44 am Post subject: |
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CFO
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| Freeye, you can probably still verify what I am about to tell you but you'll have to do some research, the last time crude was trading at these levels JC was telling the Mad Money viewers to buy oil stuff like XOM and VLO, just check a 3 month chart and see when VLO last traded at these highs and go to that Mad Money blog site to verify what I am saying, after the initial fall in crude he told people to get out of all of the oils because the fed's continued tightening of short term rates meant a faster slowing economy, within the past few weeks as crude started rising he told people to buy the drillers and stuff like WMB, CPN, AES, HAL, DUK, tomorrow is a very important report coming out on crude, it will probably move the crude markets and as of right now everyone is expecting very bullish numbers to drive these stocks higher, I want you to pay attention to what he says if it goes opposite his call, the people who bought XOM and VLO on his last call ended up losing 15%+ when he changed his mind and said sell, you are getting a good education on why you should not be a trader, look for overbought and oversold conditions for the longer term, start a position, and then add to those positions for the longer term, JC's way of doing things is once again going to get his followers killed! |
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| freeye |
| Posted: Tue Jun 21, 2005 12:37 pm Post subject: |
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Investing Manager
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grimreaper: jim cramer did say on yesterdays show that he would not be a buyer of exxon mobile, (XOM), british petroleum, (BP) and royal dutch petroleum since his opinion all the large oils are in for underperformance.
you are aware of this right?
i interpreted this to mean the short-term upside is limited for the large oil companies.
he is also on the record in the past few days saying oil will fluctuate between $49-59 bbl range and oil even went just above this range.
why would anyone with a short-term trading mindset be waiting for jim cramer to tell them to take some of the table or to sell the large oils such as XOM, BP, royal dutch, (RD)?
he is telling them he thinks the oil price will come in and may even go down to $49 bbl so when it is above his high end of the range $59 it awfully clear to a viewer or listener that there is some risk in these oil names. (a defacto sell or take a little off the table)
he has said this in so many different ways i find it hard to believe very many listeners or viewers in a short-term or long-term trading mode would still be holding full positions in these large oil names.
if they are they just are not following jim cramer closely enough to be able to intereprete what he is telling them and will be doomed to learn things the hard way buy sustaining a large financial loss.
if they choose not to follow jim cramer closely enough to interprete what he is telling them then this is a personal decision and would be their own fault and not CNBC or jim cramers fault. wouldn't you agree grimreaper?
jim has to find different ways of saying things in order to keep the show interesting to the listeners and the viewers buy-hold-sell only goes so far in building listenership or viewership.
those following his long-term strategy on the oils by staging buys over time and lowering their cost basis on each succeeding buy should be ok since their cost basis is no where near where these stock are trading today.
i'm struggling here grimreaper... what am i missing? what you are saying and what i am interpreting from the jim cramer radio show seem to be two completely different shows.
i've been trying to reconcile the two by trying to interprete the things you tell me but after more than a week of trying i've been unable to do so.
is there anyway we can negotiate a way to talk about one call jim cramer made that we both agree was made and then stick with the one call through to an agreeable conclusion of the result?
i really hope we can, since i think it would be a worth while venture.
then we both and others at this site eInvesting.com may be able to draw a verifiable conclusion on whether listening to the jim cramer radio show has any value to the listener.
wouldn't you like to prove this grimreaper? |
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| Grimreaper |
| Posted: Tue Jun 21, 2005 1:38 pm Post subject: |
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CFO
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| No, you misunderstood what I said, I said he already told people to buy oils several weeks ago, namely the XON's. VLO's, stuff like that, once he got people in he changed his mind and then told them to sell, after they were down 15% on that last buy call, now he is telling people to buy a whole different group of oils, he mentioned quite a few tonight, and I mentioned some, in fact, the first 10 minutes of tonight's show was pretty much dedicated to oils, we'll see how he does this time. |
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| freeye |
| Posted: Thu Jun 23, 2005 8:47 am Post subject: |
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Investing Manager
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gary kaltbaum: the national distributed radio talk show host was reporting on his june 22, 2005 show.
paraphrased: "no doubt in my mind the FCC has found some really bad things in the accounting at krispie kreme, (KKD)."
he said this in response to the news of departure of 6 top krispy kreme executives.
here's the link to the article.
http://biz.yahoo.com/ap/050622/krispy_kreme_firings.html?.v=3
freeye |
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| 1(888)SNOWPLW |
| Posted: Thu Oct 13, 2005 5:32 am Post subject: |
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I think freeye was Jim Kramer.
I could picture the lunatic sitting there typing that dribble as I read it!
That's be amazing. Trying to pub his shows & justify his actions via boards and blogs. No wonder he's bald!
STRESS |
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| Grimreaper |
| Posted: Thu Oct 13, 2005 5:55 am Post subject: |
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CFO
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Careful SP, in trying to get me eliminated methinks you are in danger of getting yerself eliminated! don't throw stones at others who are unable to defend themselves, or anybody else here for that matter, unless you are willing to throw that 700 pound boulder ova yonder  |
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| 1(888)SNOWPLW |
| Posted: Thu Oct 13, 2005 6:01 am Post subject: |
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What r u talking about trying to get you eliminated.
I commented on JC.
Anyway I simply just saying what I see. I think you read it wrong.
The odds that JC was freeye are a billion to one. |
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| Benjamin |
| Posted: Thu Oct 13, 2005 6:01 am Post subject: |
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Administrator
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Wait a minute....Freeye's email address was JimmyC@thestreet.com!!!!!!
Oh, wait...I just made that up. That woulda been cool though. |
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| 1(888)SNOWPLW |
| Posted: Thu Oct 13, 2005 6:03 am Post subject: |
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| TimeInvestor |
| Posted: Thu Oct 13, 2005 6:05 am Post subject: |
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