Alexander77

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  • Monday Options Update: POT, XLF, NCC, SOV, GD, AAPL, RIMM, C, BGG
    I feel like I am holland buying tullips that are worth nothing, I keep the faith in these stocks because the fundmentals are there but the invisible hand is going against every single asset class


    On Oct 02 09:08 PM einstein p fleet wrote:

    > Well, so far everyone ---- including me --- has POT and MOS wrong.
    >
    >
    > Personally, I think the credit crunch has a lot to do with it and
    > I worry that we will see ramifications in the form of food shortages
    > next year. People may have to tighten their belts a bit more than
    > expected.
    >
    > I've seen several comparisons to the dot com bubble which I find
    > difficult to understand. POT and MOS trade at low PE ratios, especially
    > going forward, throw off a ton of cash, and have a viable business
    > model. A lot of other basic material and infrastructure stocks seem
    > to be in the same position. How would you compare that to JDSU or
    > the other dot com busts that traded at insane multiples and did little
    > or no business to speak of? MOS may have missed earnings, but they
    > still made over 1.3B, trade and trade at less than 3X estimated 2009
    > earnings. What am I missing here?
    >
    Oct 03 01:30 am |Rating: 0 0 |Link to Comment |View article

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