tag:blogger.com,1999:blog-2335748440449035592.post2144948865884086692..comments2008-10-09T01:03:06.488-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2335748440449035592.post-21406390787436306482008-10-09T01:03:00.000-04:002008-10-09T01:03:00.000-04:00JRCC,<BR/>RF, <BR/>UYG,<BR/>than SRS,<BR/><BR/>Do you really think the market will be fragmented enough to reward those select players while still punishing CRE and REITS?Wezhttp://www.blogger.com/profile/08972841161677185051noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-39399934474702152072008-10-08T23:30:00.000-04:002008-10-08T23:30:00.000-04:00Bought a MA (Mastercard) Nov call today.<BR/><BR/>Glad you guys like AAPL - I still have some!Solar flyerhttp://www.blogger.com/profile/08737886761769436744noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-14461130668033628252008-10-08T18:05:00.000-04:002008-10-08T18:05:00.000-04:00yup tech looks ridiculous here, almost as bad as energy equities. picked AAPL up today though. they will beat estimates (due to lowballing) but also bc of iphone accounting.<BR/><BR/>new macs oct 14th strong rumor. continue to grow market share there. gross margin worries will be overstated if the rumor is true that its because of a new manufacturing process.<BR/><BR/>forced selling by hedge funds. recession, weak consumer, yea yea obviously. a lot of that is priced in though at these levels due to the liquidations.market follyhttp://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-31831372941503524542008-10-08T16:25:00.000-04:002008-10-08T16:25:00.000-04:00Hedge funds will cease to annoy everyone in the market rather sooner. This is about the fate of Volkswagen, one of the most shorted stocks in Europe. As hedgies covered their positions stock went up over 50% on a day the dax lost 6%. Oh, it came the 50% down again intraday... There is no way the smartest guys in the room are making money with these forced trades.<BR/><BR/>http://www.bloomberg.com/apps/news?pid=email_en&amp;refer=&amp;sid=ad09Cf8uGNn0postpone.judgementhttp://www.blogger.com/profile/03551208774621541386noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-51378203715494804032008-10-08T15:49:00.000-04:002008-10-08T15:49:00.000-04:00I'm favoring Apple at this point. Trading at 10x cash flow with 20B cash in the bank puts them in prime position to take market share. Consumer may or may not pull back on Apple products, but regardless Apple will be strong as the economy returns. For me, I'm more comfortable that the Iphone will continue to pull in more share in the pc market.Stonefoxcapitalhttp://www.blogger.com/profile/00583540825602471042noreply@blogger.com