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| gugaplex |
Posted: Thu Jan 11, 2007 3:30 pm Post subject: The O'Rally Factor |
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 Investing Manager

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You can continue to sit on the sidelines and wait for the "big market correction" (that won't happen for months), or you can start nibbling at the most beaten down sectors like home-builders and semi-conducters.
When the correction comes in April, it will be quite substantial. Mainly because the markets will continue to rally from here on out, thereby setting-up for a considerable downward move.
The most important thing to remember is this, the correction will not be pro-longed like the one in the summer of 2006. Rather, it will only last a few weeks at the most. You will have to be very nimble to take advantage of the lower prices, because we will once again be off to the races for the remainder of 2007 (on our way to NAZ 3000)...
Best of luck to all bulls and bears. |
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| Grimreaper |
Posted: Fri Jan 12, 2007 2:23 am Post subject: Re: The O'Rally Factor |
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 CFO

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| gugaplex wrote: | You can continue to sit on the sidelines and wait for the "big market correction" (that won't happen for months), or you can start nibbling at the most beaten down sectors like home-builders and semi-conducters.
When the correction comes in April, it will be quite substantial. Mainly because the markets will continue to rally from here on out, thereby setting-up for a considerable downward move.
The most important thing to remember is this, the correction will not be pro-longed like the one in the summer of 2006. Rather, it will only last a few weeks at the most. You will have to be very nimble to take advantage of the lower prices, because we will once again be off to the races for the remainder of 2007 (on our way to NAZ 3000)...
Best of luck to all bulls and bears. |
Did you happen to catch Fast Muny Flunkies last night when they brung my fav-o-right CNBC mawket commentator, Herb Greenberg, on and all 5 o'da flunkies tried to ripp him a new four lane?!! The 3 stocks they discussed were AAPL, HPQ, and HD and da flunkies were all in agreement on why AAPL was goin higher....Herb splained why it was all smoke n mirrors. Eric's Balding (cause he can't read a chawt) splained why da chawt looked so bullish...but of course he didn realize he wassa buyin into yet anudder double top like he did wit oil. Of course T-bone ainna here to "second his emotion" so I guess ole Eric is on his own this time. Anyhoo, da bald dude and Eric at least agreed dat ifn da mawkets are gonna do well then AAPL is gonna hasta do well.....so I hope dat when they have Herb Greenberg on next week and AAPL is down $10 they'll at least begin to acknowledge dat maybe Herb wassa right. I mean....I doan wanna see da flunkies wait until whatever knews comes out that'll REALLY bring AAPL down in a big way bafo they see da light. It'll be waaaaay too late then.  |
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| gugaplex |
Posted: Fri Jan 12, 2007 6:53 am Post subject: |
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| I don't think I've ever seen Herb Greenberg get a call right. I don't know how he still has a job, must know some one... |
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| Grimreaper |
Posted: Fri Jan 12, 2007 7:28 am Post subject: |
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| gugaplex wrote: | | I don't think I've ever seen Herb Greenberg get a call right. I don't know how he still has a job, must know some one... |
Basicaly Herb is a "patient bear" He got alot of calls right including OSTK, HANS, ISRG....and he'll be proven right about AAPL n HPQ too. Like I said bafo....it's gonna be reeeeeal intrusting to hear what Larry Krudlow says when he finds out dat Goldilox was nuthin but a slut selling herself to da highest bidder. And trust me....I dunn Goldilox, Snow White, AND Mudder Goose. Snow White is waaaaaay better in bed than Goldilox. I doan even think Goldilox is sexy.  |
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| gugaplex |
Posted: Mon Jan 15, 2007 3:23 pm Post subject: |
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O'Rally has a nice program tomorrow. When you Factor in all the M&A activity, falling energy/commodity prices (due to speculative bubbles that are finally popping), and strengthening economic activity, it is difficult to ignore that stocks will have a wonderful 2007.
The bears still have a great opportunity to jump on board with me and ride this wild bucking bull into the sunset. However, many bears are stubborn (they know who they are on this message board) and will continue to bash stocks over the next few years as they sky-rocket. They will miss out on all the gains, but when prices finally plummet they will come out and act like such geniuses. I would rather buck this bull up and away (until 2009-2010), and then sell and buy long-term puts on QQQQ and rake in the dough... |
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| gugaplex |
Posted: Mon Jan 15, 2007 3:26 pm Post subject: |
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| Grimreaper wrote: | | gugaplex wrote: | | I don't think I've ever seen Herb Greenberg get a call right. I don't know how he still has a job, must know some one... |
Basicaly Herb is a "patient bear" He got alot of calls right including OSTK, HANS, ISRG....and he'll be proven right about AAPL n HPQ too. Like I said bafo....it's gonna be reeeeeal intrusting to hear what Larry Krudlow says when he finds out dat Goldilox was nuthin but a slut selling herself to da highest bidder. And trust me....I dunn Goldilox, Snow White, AND Mudder Goose. Snow White is waaaaaay better in bed than Goldilox. I doan even think Goldilox is sexy.  |
Herb is a retarded bear that thinks the hunter with the elephant gun will offer him some berries... |
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| frusnak |
Posted: Mon Jan 15, 2007 3:39 pm Post subject: |
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CFO

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Bearies smaries.....the market shows for the most part are pure entertainment! Good investment advise is gathered on your own research and experiences. Enjoy the antics of the msnbc clowns and ignore their BS.  |
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| Im Not Warren Buffett |
Posted: Mon Jan 15, 2007 8:18 pm Post subject: |
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 CFO

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| gugaplex wrote: | | The bears still have a great opportunity to jump on board with me and ride this wild bucking bull into the sunset. However, many bears are stubborn (they know who they are on this message board) and will continue to bash stocks over the next few years as they sky-rocket. They will miss out on all the gains, but when prices finally plummet they will come out and act like such geniuses. I would rather buck this bull up and away (until 2009-2010), and then sell and buy long-term puts on QQQQ and rake in the dough... |
Lets not ignore that sometimes it pays to be patient when taking a bullish (DRCT) or bearish (IAAC) outlook. Its great to try and ride it up to the peak or valley, but if you happen to jump off at the wrong time...
You've made your case and I've made mine. I simply think there are too many debts that need to be paid to allow for good economic growth in America... sure, we can keep delaying budget deficits and "entitlement" programs, but the eventual cost will just keep increasing.
This doesn't mean there won't be undervalued stocks worth buying, but the general market should be due to lose a good deal of value. I think buying overvalued stocks with the intent to sell them before they become grossly overvalued is a dangerous strategy. |
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| gugaplex |
Posted: Tue Jan 16, 2007 2:29 am Post subject: |
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| I agree with Warren about the large amount of debt in the U.S., but one must consider the fact that we have been in this relative situation for decades and the markets have moved up substantially in the past 20 years. Yes, one day the sheet will hit the fan. I just think we have one more big move up similar to the late 90's before that happens.... |
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| Grimreaper |
Posted: Tue Jan 16, 2007 3:03 am Post subject: |
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| Im Not Warren Buffett wrote: | | gugaplex wrote: | | The bears still have a great opportunity to jump on board with me and ride this wild bucking bull into the sunset. However, many bears are stubborn (they know who they are on this message board) and will continue to bash stocks over the next few years as they sky-rocket. They will miss out on all the gains, but when prices finally plummet they will come out and act like such geniuses. I would rather buck this bull up and away (until 2009-2010), and then sell and buy long-term puts on QQQQ and rake in the dough... |
Lets not ignore that sometimes it pays to be patient when taking a bullish (DRCT) or bearish (IAAC) outlook. Its great to try and ride it up to the peak or valley, but if you happen to jump off at the wrong time...
You've made your case and I've made mine. I simply think there are too many debts that need to be paid to allow for good economic growth in America... sure, we can keep delaying budget deficits and "entitlement" programs, but the eventual cost will just keep increasing.
This doesn't mean there won't be undervalued stocks worth buying, but the general market should be due to lose a good deal of value. I think buying overvalued stocks with the intent to sell them before they become grossly overvalued is a dangerous strategy. |
Debt won't be a problem. Bad debt gets eliminated as the corps holding the debt either get bought out or go BK. We are already beginning to see it happen in da mawkets. There are plenty of companies who had their share price driven up and therefore had the means to pay too much for another POS company in the same sector....and da buyer assumed the debt. When in the end the buying company gets punished by da mawkets who pays da price? Anser:...the investor who thought Goldilox was sweet n sexy, just dat simple. I'm tellin ya now....Goldilox is actually a member of Al Qaida! Same chit in da housing mawkets. Ifn ya bought a house at da top o'da chawts ya lose. Da bank takes yer house back....ifn da bank went nutso in their lending practices they lose.....unless of course there are enuff idiot investors bidding up Citibank to where the price of Citibank stock gets so high they can pay waaaaaay to much for a POS company like WM for instunce. Dat's why debt doan mattah....and as long as there are fokes clueless enuff to pay $500/sh fer GOOG it'll continue ta not matter. Ifn GOOG goes to say $250 we'll see what mattahs and what don't however. And I'm wreckin yer buddy WB will be gettin giddy too! I say Why wait fer WB ta make a move when da Reaper is here bringin ya great plays jist bout everyday?!!  |
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| gugaplex |
Posted: Tue Jan 30, 2007 4:58 pm Post subject: |
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| Get ready for another move higher for the mawkets. S&P500 is bottoming in current uptrend, and should make another 5 year high soon. |
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| Grimreaper |
Posted: Tue Jan 30, 2007 5:13 pm Post subject: |
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| gugaplex wrote: | | Get ready for another move higher for the mawkets. S&P500 is bottoming in current uptrend, and should make another 5 year high soon. |
I think it is purty kewel n appropriate dat da biggest fantasy stock in all da land, GOOG, will set off da final rally that puts an end to many things including....Eric's Balding (cause he can't read a chawt) finally figures out he had da chawts upside down! Cramer's flock ov idiots add 1 mo share ov GS, SHLD, and GOOG at the 50% loss point, Larry Krudlow is taken off the air because he pines away wit a broken heart after finding out dat Goldilox really is a slut! just like I told ya.  |
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