jcrash

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256 Comments

    • Sat Dec 1st 19:19 PM
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      Rating: 0 0
      Commented on:
      'Buy and Hold': As True Now as Ever
      As true as ever? I'd agree, assuming you mean it is never true.

      Not taking advantage of stocks that can swing 10% intraday is silly. If you want to sit in a good investment and watch it go up and down every day, good for you, but I'd rather find a good investment and sell into strength knowing that with the Vix over 20 it will be back down for me to rebuy or even go short on the way back down.
      View article »
    • Sat Dec 1st 19:16 PM
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      Rating: 0 0
      Commented on:
      Has Anything Really Changed in the Last Two Days?
      All this thinking that these loans won't get refinanced is pretty silly. It will happen, 30 yr rates are already at 2 yr lows, and if you dispense with LTV requirements, the payments are affordable if you can get the people out of the adjustable rate loans. That will happen, and the real homeowners will be allowed to refinance.

      Speculators will and should get screwed, but they are not enough to cause more than mere heartburn for the industry.

      This isn't to say there is no problem, but it will not be as bad as people are making it out to be (27 cents on the dollar, Etrade? You just gave away money).

      View article »
    • Fri Nov 30th 20:56 PM
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      Rating: 0 0
      Commented on:
      Micron, SanDisk Struggle with Memory
      Well, I'm long SNDK and would never think about buying MU. I never understood the appeal of Micron as an investment in that it had nothing to differentiate it. The company basically bleeds cash and has never had an attractive price.

      SNDK, however, is a different beast. STX and WDC are "commodities"... yet people are awakening to their appeal and future as an investment. This same awakening will happen for SNDK, and their future is even brighter.

      Everything is going to have Flash in it. Who wants moving parts when they can have flash?

      Bouncing off a 3 yr low with growing profits and revenues, this is when you should be buying SNDK.

      I held back until the bounce in the Soxx and the bounce off the 3 yr lows for SNDK. Then I jumped in. Semis are breaking out. Get some NVDA and SNDK and watch your account grow.
      View article »
    • Fri Nov 30th 13:12 PM
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      Rating: 0 0
      Commented on:
      Chat With E*Trade's Acting CEO on the Citadel Infusion
      Some might say he poured gas on the fire. As they said, if they were private, it would've worked out.

      View article »
    • Fri Nov 30th 10:53 AM
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      Rating: 0 0
      Commented on:
      Hedge Fund Makes 1000% in a Year, Shorting Subprime
      Long now? Ouch.
      View article »
    • Fri Nov 30th 09:35 AM
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      Rating: 0 0
      Commented on:
      An Analysis of the E*Trade-Citadel Deal
      I'm one of Etrades more active type traders and I never even thought about moving my account. Of course, I don't own their stock, either (I have). I never thought my money was in jeopardy and see this move only done as something to appease the nervouse nellies among the customers. Having had an account there since, I dunno, 2000 or so, I've seen their stock in the tank. It has nothing to do with the service.
      View article »
    • Wed Nov 28th 16:09 PM
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      Rating: 0 0
      Commented on:
      The Bear Market is Here
      Ouchie on that "LARGE" position in SRS...off ten percent today. That isn't a hedge.

      View article »
    • Wed Nov 28th 16:00 PM
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      Rating: 0 0
      Commented on:
      Nintendo Wii Flying Off Shelves, Facing Supply Shortages
      FYI - one of the main reasons this is happening is Ebay.

      People are buying 20 or more at a time online with difference CC's and at stores with friends and selling them at a $100 premium.

      I'd expect the situation to clear up pretty quickly after Xmas.
      View article »
    • Tue Nov 27th 20:26 PM
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      Rating: 0 0
      Commented on:
      Best Bets For Investing in India
      I've been in EMGIX (Eaton Vance India Fund) for 4 years. About 300% gainer. I sold it yesterday. Probably has further to go up, but stocks here are starting to look very attractive.
      View article »
    • Tue Nov 27th 20:20 PM
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      Rating: 0 0
      Commented on:
      What Happens if Freddie Mac Becomes Insolvent?
      But those of us that are in homes we plan to live in for 20 yrs or more don't really care if our house price is "pressured." In the long run, it is still a very-well levered investment with nice Tax benefits.

      If most people like me have mortgages like me, we will be fine. I bought in 02 and locked in 5.5 in 03 for 30 yrs.

      I'll make my payments, as will most people. It is the speculators that will get burned. The real home owners will either make their payments or eventually something will be setup to allow them to refi.

      It is bad, Fannie and Freddie are definitely poor investments at this point and maybe that approach does get overhauled (but dont count on it). But, it isn't nearly the end of the world as people want us to think.
      View article »
    • Tue Nov 27th 19:39 PM
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      Rating: 0 0
      Commented on:
      Mortgage Meltdown on the Horizon
      The problem will be solved. Assuming that banks will just let them reset and take the defaults is ludicrous. That serves the interest of no one.

      Interest rates are low, so far, I have yet to see a valid argument stating why banks will not simply allow the refinance at a lower rate.

      Sure, the LTV is negative, but the prospect of taking the hit on the house is a much worse option. The loans will be renegotiated, to longer terms or lower rates or both. The consumers don't want to default and only the real gamblers (i.e. flippers, etc) will end up taking a hit. An honest home owner will want to make his payments, and the vast majority of these loans will be fine.

      Subprime doesn't mean people without a means to pay.

      Yes, it is a problem. Is it as bad as the pundits are saying? No. Two years from now we will look at Q1 2008 or Q2 2008 as the beginning of the realization that it isn't as bad as people said in 2007.

      All this doom and gloom means is that some people are gonna go out of business and others are going to make a WHOLE lot of money on these supposed "bad" loans.
      View article »
    • Tue Nov 27th 17:13 PM
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      Rating: 0 0
      Commented on:
      Semiconductors Prepared to Knock Your SOX Off
      Timely analysis. Let's hope the breakout continues.

      NVDA and SNDK should be leading the way.
      View article »
    • Tue Nov 27th 17:12 PM
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      Rating: 0 0
      Commented on:
      Chesapeake Energy Corporation: Non-Stop Drilling
      CHK and HP, two sooner standouts.

      Long both.
      View article »
    • Fri Nov 23rd 21:35 PM
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      Rating: 0 0
      Commented on:
      Wachovia Insiders Are Placing Big Bets on Company
      Check out CHK. Aubrey has been buying for quite a while.
      View article »
    • Thu Nov 22nd 15:34 PM
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      Rating: 0 0
      Commented on:
      China Automotive Systems: Revving Up For Growth
      10:1 that their "earnings" are investment derived.

      Short anything with China in the name. You will make money overall.
      View article »