tag:blogger.com,1999:blog-2335748440449035592.post4973758088490876124..comments2008-08-07T10:25:43.757-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2335748440449035592.post-82949828306972493042008-08-07T10:25:00.000-04:002008-08-07T10:25:00.000-04:00DELL chart rocks!<BR/>Go HAL!TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-12281418279665898282008-08-07T09:32:00.000-04:002008-08-07T09:32:00.000-04:00mark HAL 9000 is so popular<BR/><BR/>does DELL make it?<BR/><BR/>LONG DELL???<BR/><BR/>9% growth ;)soccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-55078849286497674232008-08-07T09:15:00.000-04:002008-08-07T09:15:00.000-04:00But Bill as the world devolves into chaos (of course the US will be immune) Cisco can accelerate growth to 6%, thats 50% better than 4%<BR/><BR/>Meanwhile FWLT will fall from 40% to 30% and hence should get half the valuation<BR/><BR/>WMT is growing double CSCO so should have a 30x multiple<BR/><BR/>Now that I've explained how the computers think, it should make sense to you ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-56011670571551388532008-08-07T07:54:00.000-04:002008-08-07T07:54:00.000-04:00what's so good about WMT???<BR/><BR/><BR/>WOW 10% growth, through good and bad times..<BR/><BR/>well excluding their buyback fo like 3-4% annually...they only grow at 6-7%....ooh wait that's 2X as much as CSCO so give it a 22 forward PE<BR/><BR/><BR/>WMT doesn't even have cash for the buybacks....they borrow money and have a massive debt. At least CSCO has $3+/share cash..WMT doesn't, has huge debt...lessening margins and a 18 forward PE<BR/><BR/><BR/>this market is really dumb...it's sad<BR/><BR/>BTW FWLT has $7/share net cash..they can pay a 8% dividend at these prices if they wanted to and still do buybacks of like 2-3%....talk about a steal. its sickeningsoccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-18612285875080588302008-08-06T16:51:00.000-04:002008-08-06T16:51:00.000-04:00Thanks, fixed that. BJ looks a lot better than BJS :)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-126952211297458692008-08-06T16:39:00.000-04:002008-08-06T16:39:00.000-04:00Just want to point out that the ticker of BJ's Wholesale Club Inc is BJ, the chart Mark attached above is what it says it is, BJ Services.<BR/><BR/>Mark, check out Netezza Corporation, ticker NZ. The chart looks quite interesting.C.R.E.A.M.http://www.blogger.com/profile/14639849240631326091noreply@blogger.com