I never gave a reason for my pick... Basically, as mortgages go up in default and people scramble to sell off their crap, EBAY is a natural destination for them. As more people unload more and more crap - in direct correlation to the current and future housing woes - revenue for EBAY increases.

 

ill take PCU, copper is under high demand in china and india, and overseas is a money making fiesta!! Southern copper also pays an 8% dividend? so add 8% to the beautius chart and you have my pick

 

I hate how I act too quick..

GME is around $58... I bought it at $49.. sold at $51 because it was "going down" I would have been up $9/10 a share!! I hate myself for even checking the current price..

 

repeat to yourself out loud. "NOBODY WENT BANKRUPT TAKING PROFITS".

 

Yeah I know. The reason I sold is because the CEO exercised 26k stock options, so I thought it was going to take a dive.. it went from 51 (where I sold it) back to 48, but now it is back up to 58-60.

 

I am still in GME but have taken some profit off the table. I couldn't ignore a 30% increase in under a month. I was considering selling some more today but never got around to it.

 

what do you think of ebay going into the xmas shopping season, i'm thinking of getting in at 38-40.

 

^Don't have an opinion on that but I just cashed out of EMC and moved it all into VMW. I got tired of watching VMW rise and I'm expecting a run up into earnings.

 

I officially work for EMC now and will be taking advantage of their ESPP.

 

VMW going to 100 easy. I made that call in the 60s, not here though. You will see another selloff and it will pull into 70s again.

EMC owns 87% of VMW therefore a great play there, although had a decent run in the last few weeks from high 18s into low 21s.

 

So you're saying VMW will drop to the 70s again then go back to the 100s?

 

VMW's valuation i scary

 

GS 239.50 in after hours, all time high. If anyone paid attention to my post about the technical analysis/chart of GS it fell straight through the 190 support line and bottomed around 165 right above the 150 support line. It reversed on one day with 2x normal volume marking the bottom. 170 to now 239.

buying financials a month or two ago in subprime/credit crunch is very risky but if you stick to the support/resistance lines and see a clear reversal with 2x normal volume in 1 day, you know a bottom is in and that's exactly what happened with GS.

also, its good to buy best of breed in a given sector and GS is exactly that, so I almost consider it less risky than other financials. I wouldn't have even considered playing any others in the sector. GS just dominates them and you can't fight that.

http://investing.reuters.co.uk/news/...CHS-STOCKS.xml

 

I would recommend DRYS, CEA, ZNH, TAP already happened, AAPL, LVS or WYNN, NM. WFMI i like and have played but i'm having troubles evaluating it going into this week. and i would long NOK and short MOT. DRYS and NM are both dry goods shippers which have basically booked all there charters for the year. Im also thinking either Fedex or UPS going into the holiday season as the Canadian dollar is at par so i think online retail sales will be up from the likes of Amazon and ebay going into xmas. what do you guys think?

 

I always buy fedex & ups prior to the holiday season. Always seem to be good winners to me.

 

China Natural Gas

 

 

if there ever was a one stock to own, this would be it.

http://finance.google.com/finance?tkr=1&q=BRK.A

 

From 4 points to 14 points in the last 2 weeks. This thing is still going up!

 

ebay is a great booming business. and i cant seeing it dying in the future for any reasons.

 

Not to be difficult, but it would be nice
if you spelled out the company names instead of just the ticker name

 

Go GME!
Video game sales blow away forecasts

 

I have high hopes for Hyundai too. How would u go about investing in them? I can't find a ticker or anything for them. I can't really seem to find much on them except this:
http://investing.businessweek.com/re...p?capId=874828
(sorry for the noobish question)

 

picked up Dolby (DLB) shortly before their Q3 earnings.

picked up Etrade (ETFC) earlier this week at $3.60 per.

 

I am back again, doing my bi-monthly check in.

Are you guys feeling the pain yet?

I am in cash, looking for ideas. Can't play financials, can't play housing, can't be in retail, tech has high valuations, for the most part. GOOG, AAPL, RIMM and GRMN are all wack as is GME. VMW is coming back to reality but has some more to go down. Forget china including BIDU, forget dry shippers ala DRYS, EXM, QMAR, cycle is turning against them. I think all you can really do is go consumer staples and maybe healthcare, but not biotech.

 

Something what a few days can do huh? I made 25% on a dry bulker in just a few days.
Bought Diana last week at 27 and sold today at 34. Still holding a position there as well as GME. Should have unloaded more VMW over $100 but I think it will revisit that again this year.

 

I'm not so sure about VMW. I rode that one up on the hype and sold most of it below peak, but above where it sits now. I'm not a huge tech guy but I know that those who are say VMW will make boatloads of money for years to come. I'm not afraid of hype, but the PE of 184 is distrubing.

 

Standard & Poor's said late Wednesday that video game retailer GameStop Corp. will replace Dow Jones & Co. in the S&P 500 Index.

 

Baidu
ticker symbol BIDU

 

What about it?

 

lots of falling knives right now.

 

Thus far (Yes I have too much time on my hands)

doopstr/recognized1 (GME): +47.4%
LotusTracker (AAPL): +41.5%


Renegade (TZOO) : -48.4%
speedzer (ARUN): -37.1%



Excluding dividends and bad fingers on a calculator, here's a rough overview

07-09-2007
Slinks
Stock: Vonage (VG)
Initial: 3.05
Now: 1.85
% Gain/Loss: -39.3%



07-10-2007
doopstr
Stock: GameStop (GME)
Initial: 42.13
Now: 62.10
% Gain/Loss: +47.4%


07-10-2007
moonraker
Stock: american eagle (AME)
Initial: 26.41
Now: 21.15
% Gain/Loss: -19.9%



07-10-2007
amisconception
Stock: Ebay (EBAY)
Initial: 32.91
Now: 33.37
% Gain/Loss: +1.4%

07-10-2007
LotusTracker
Stock: Apple (APPL)
Initial: 132.35
Now: 187.21
% Gain/Loss: +41.5%

07-10-2007
Fibonacci
Stock: iShares S&P Global Energy (IXC)
Initial: 134.13
Now: 140.20
% Gain/Loss: +4.5%

07-10-2007
recognized1
Stock: GameStop (GME)
Initial: 42.13
Now: 62.10
% Gain/Loss: +47.4%


07-11-2007
elessar
Stock: Honda/Toyota (HMC/TM)
Initial: 36.62/125.67
Now: 32.57/105.86
% Gain/Loss: -11.1%/-15.8%

07-11-2007
Renegade
Stock: Travelzoo (TZOO)
Initial: 28.39
Now: 14.64
% Gain/Loss: -48.4%

07-12-2007
michiamo
Stock: Whole Foods (WFMI)
Initial: 39.00
Now: 41.76
% Gain/Loss: +7.1%



07-12-2007
studville
Stock: Conoco Phillips (COP)
Initial: 88.64
Now: 85.23
% Gain/Loss: -3.8%



07-16-2007
F23A4
Stock: SIRI
Initial: 3.18
Now: 3.24
% Gain/Loss: +1.9%


07-16-2007
moonraker
Stock: Goldman Sachs (GS)
Initial: 220.40
Now: 202.67
% Gain/Loss: -8.0%


07-23-2007
speedzer
Stock: Aruba Networks (ARUN)
Initial: 23.10
Now: 14.53
% Gain/Loss: -37.1%

**CUTOFF** (ie too lazy to continue)

 

Damn, all of these are big ticket items. I cant believe GME is so high. Living in silicon valley, it's crazy to see VMW being so high and not able to invest in it.

 

Well I got stopped out of GME at $60. I will look at them again in June.

 

YIkes...tzoo was bad

PBR, CF, and FCX will not be!