Comments on Fund My Mutual Fund: Google (GOOG) can't get any traction - it this why...

No, I never posted on SOLF, it was a short-term tr...

2007-08-30T15:33:00.000-04:00

No, I never posted on SOLF, it was a short-term trade that didn't work out. I've had much better success with JASO and TSL.

Funny. Were you on the SOLF finance board? I als...

2007-08-30T13:35:00.000-04:00

Funny. Were you on the SOLF finance board? I also had a terrible experience with SOLF. In fact before TSL had its huge run I bought SOLF since it was cheaper - then TSL went on a 150% run, needless to say I was peeved. I mean I REALLY overweighted SOLF in my porfolio and if I had chosen TSL instead I would of made about 3 years worth of gains in 3 months. I will never forget that SOLF. We have a cadre of refugees that went from STP to SOLF and now to TSL/STP on the boards - we all experienced it together - the days of morass in SOLF wondering why they were so undervalued vs TSL. Watching TSL rocket day after day and seeing SOLF do nothing. Small world.

Market sells at the opening are tough.In the solar...

2007-08-30T12:48:00.000-04:00

Market sells at the opening are tough.

In the solars, I only hold TSL and JASO. They have both been very strong. (I also had a terrible experience with SOLF...)

I'm also enjoying a run today with JADE. That's one Chinese growth company worth looking into, in my opinion - but it requires DD, not just a quick look at the charts or you won't get the whole story.

Imagine the psychology of the first miss by Google...

2007-08-30T11:40:00.000-04:00

Imagine the psychology of the first miss by Google? (pure speculation) just saying...

re: solar - hooray for YGE too, too bad I had a market sell in before market so Marketocracy got me out of the position at the lowest point of the day. I left well over $1K on the table if I had just sold at 9:50 AM instead. Tragic! :)

I am lightening up more on TSL as I think top side is probably $48 right now.

Which ones are you in? Obviously JASO....

Last Q showed that GOOG isn't impervious to missin...

2007-08-30T11:10:00.000-04:00

Last Q showed that GOOG isn't impervious to missing earnings estimates. This current risk repricing trend and mortgage problems are affecting all kinds of surprising areas. It's certainly possible that financial services might at some point pull back on web advertising, which would without a doubt affect Google's bottom line.

Another thought that I haven't seen discussed very much is: With all the foreclosures that have happened to this point and the upcoming increases in ARM rates jumping, what is the likelihood apartment management companies like PPS or EQR will see a boost from people losing their house and having to take up apartment life for a while, even if temporary? This could be an area that might logically benefit from a mass of foreclosures.

As a side note, hooray for TSL (+4%) and JASO (+7%) today!