Where will be the next bubble – Stock?

[jpinpb]

LAAFTERHOURS – I am not sure about CA DMV. Perhaps you’re thinking of a moped. Depending on the CC you will need a motorcycle permit/license. I think a 50 cc you don’t need a license and anything higher, you do.

As far as how fast they can go, they are limited by cc not by the law. The speed limit is the same set speed, as far as I know.

[Coronita]

Interesting spin..

"Money Managers Turn More Bullish"

http://biz.yahoo.com/ibd/080514/funds.html

Kinda sucks to have sold all my Chevron/Texaco stock I had since the early 80ies and on top of that having bought a small portion of SDS ultrashort oil/gas. Also sucks that my one outstanding small short position on a retailer (gymboree) isn't cooperating these days.

But I'm not complaining, since it's nice to see the rest of my portfolio dong better and even slightly green this year, considering I was getting pretty wacked by the big tech companies earlier this year.

Time will tell. I have no clue what the markets are going to do. 

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

Interesting spin..

"Money Managers Turn More Bullish"

http://biz.yahoo.com/ibd/080514/funds.html

Kinda sucks to have sold all my Chevron/Texaco stock I had since the early 80ies and on top of that having bought a small portion of SDS ultrashort oil/gas. Also sucks that my one outstanding small short position on a retailer (gymboree) isn't cooperating these days.

But I'm not complaining, since it's nice to see the rest of my portfolio dong better and even slightly green this year, considering I was getting pretty wacked by the big tech companies earlier this year.

Time will tell. I have no clue what the markets are going to do. 

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

Interesting spin..

"Money Managers Turn More Bullish"

http://biz.yahoo.com/ibd/080514/funds.html

Kinda sucks to have sold all my Chevron/Texaco stock I had since the early 80ies and on top of that having bought a small portion of SDS ultrashort oil/gas. Also sucks that my one outstanding small short position on a retailer (gymboree) isn't cooperating these days.

But I'm not complaining, since it's nice to see the rest of my portfolio dong better and even slightly green this year, considering I was getting pretty wacked by the big tech companies earlier this year.

Time will tell. I have no clue what the markets are going to do. 

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

Interesting spin..

"Money Managers Turn More Bullish"

http://biz.yahoo.com/ibd/080514/funds.html

Kinda sucks to have sold all my Chevron/Texaco stock I had since the early 80ies and on top of that having bought a small portion of SDS ultrashort oil/gas. Also sucks that my one outstanding small short position on a retailer (gymboree) isn't cooperating these days.

But I'm not complaining, since it's nice to see the rest of my portfolio dong better and even slightly green this year, considering I was getting pretty wacked by the big tech companies earlier this year.

Time will tell. I have no clue what the markets are going to do. 

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

Interesting spin..

"Money Managers Turn More Bullish"

http://biz.yahoo.com/ibd/080514/funds.html

Kinda sucks to have sold all my Chevron/Texaco stock I had since the early 80ies and on top of that having bought a small portion of SDS ultrashort oil/gas. Also sucks that my one outstanding small short position on a retailer (gymboree) isn't cooperating these days.

But I'm not complaining, since it's nice to see the rest of my portfolio dong better and even slightly green this year, considering I was getting pretty wacked by the big tech companies earlier this year.

Time will tell. I have no clue what the markets are going to do. 

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[nostradamus]

that sucks flu. I’m slightly above break-even with my “recession-proof” stocks in Johnson and Johnson and Proctor/Gamble. With my short on UPS which I hypothesized (I think on one of Alex_Angel’s previous threads) would be hard hit by fuel costs, I’m up 4%. Had it for about a month.

With articles like this one in today’s WSJ I wish I shorted FedEx as well as UPS but I like FedEx so didn’t short it (stupid emotions).

[nostradamus]

that sucks flu. I’m slightly above break-even with my “recession-proof” stocks in Johnson and Johnson and Proctor/Gamble. With my short on UPS which I hypothesized (I think on one of Alex_Angel’s previous threads) would be hard hit by fuel costs, I’m up 4%. Had it for about a month.

With articles like this one in today’s WSJ I wish I shorted FedEx as well as UPS but I like FedEx so didn’t short it (stupid emotions).

[nostradamus]

that sucks flu. I’m slightly above break-even with my “recession-proof” stocks in Johnson and Johnson and Proctor/Gamble. With my short on UPS which I hypothesized (I think on one of Alex_Angel’s previous threads) would be hard hit by fuel costs, I’m up 4%. Had it for about a month.

With articles like this one in today’s WSJ I wish I shorted FedEx as well as UPS but I like FedEx so didn’t short it (stupid emotions).

[nostradamus]

that sucks flu. I’m slightly above break-even with my “recession-proof” stocks in Johnson and Johnson and Proctor/Gamble. With my short on UPS which I hypothesized (I think on one of Alex_Angel’s previous threads) would be hard hit by fuel costs, I’m up 4%. Had it for about a month.

With articles like this one in today’s WSJ I wish I shorted FedEx as well as UPS but I like FedEx so didn’t short it (stupid emotions).

[nostradamus]

that sucks flu. I’m slightly above break-even with my “recession-proof” stocks in Johnson and Johnson and Proctor/Gamble. With my short on UPS which I hypothesized (I think on one of Alex_Angel’s previous threads) would be hard hit by fuel costs, I’m up 4%. Had it for about a month.

With articles like this one in today’s WSJ I wish I shorted FedEx as well as UPS but I like FedEx so didn’t short it (stupid emotions).

[Coronita]

nostradamus (and anyone else),

I'm curious, you folks want to share what individual stocks you folks are playing in these days?  I'm curious what people are doing  (aside from the traditional safe(r) index funds/precious metals funds/international funds in vanguard and IRAs/401ks)

I don't mind sharing (and like i said, it ain't all pretty). Purely on speculation right now (no idea how things will turn out):

Long positions

Banks: BAC, C

Tech : AMD,  EMC, HPQ, IBM,INTC, JNPR, MSFT, NTAP, NVDA, TSM

Telco: ERIC, MOT ,QCOM (writing monthly  covered calls against an otherwise non-moving stock)

Boring: GE, MO, PM, INTU, XLP,DD, ADM

Short positions:

Energy: DUG

Retail:  GYMB, PLCE (hedged with call options)

Tech: YHOO (damn you, Icahn 🙂 ) ,  NOK

Yes, I'm tech heavy on top. My short positions are getting killed right now, followed by BAC which is currently down 10%. I was doing fine with Yahoo (after the deal was called off and I entered a short position)…that was until mr. Icahn well stuck his nose in things. AMD and C are actually doing decent, considering how low expectations are 🙂 on the street, go figure… I'm counting on the weak dollar to prop up earnings in tech co's that do a good portion of biz overseas.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

nostradamus (and anyone else),

I'm curious, you folks want to share what individual stocks you folks are playing in these days?  I'm curious what people are doing  (aside from the traditional safe(r) index funds/precious metals funds/international funds in vanguard and IRAs/401ks)

I don't mind sharing (and like i said, it ain't all pretty). Purely on speculation right now (no idea how things will turn out):

Long positions

Banks: BAC, C

Tech : AMD,  EMC, HPQ, IBM,INTC, JNPR, MSFT, NTAP, NVDA, TSM

Telco: ERIC, MOT ,QCOM (writing monthly  covered calls against an otherwise non-moving stock)

Boring: GE, MO, PM, INTU, XLP,DD, ADM

Short positions:

Energy: DUG

Retail:  GYMB, PLCE (hedged with call options)

Tech: YHOO (damn you, Icahn 🙂 ) ,  NOK

Yes, I'm tech heavy on top. My short positions are getting killed right now, followed by BAC which is currently down 10%. I was doing fine with Yahoo (after the deal was called off and I entered a short position)…that was until mr. Icahn well stuck his nose in things. AMD and C are actually doing decent, considering how low expectations are 🙂 on the street, go figure… I'm counting on the weak dollar to prop up earnings in tech co's that do a good portion of biz overseas.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

nostradamus (and anyone else),

I'm curious, you folks want to share what individual stocks you folks are playing in these days?  I'm curious what people are doing  (aside from the traditional safe(r) index funds/precious metals funds/international funds in vanguard and IRAs/401ks)

I don't mind sharing (and like i said, it ain't all pretty). Purely on speculation right now (no idea how things will turn out):

Long positions

Banks: BAC, C

Tech : AMD,  EMC, HPQ, IBM,INTC, JNPR, MSFT, NTAP, NVDA, TSM

Telco: ERIC, MOT ,QCOM (writing monthly  covered calls against an otherwise non-moving stock)

Boring: GE, MO, PM, INTU, XLP,DD, ADM

Short positions:

Energy: DUG

Retail:  GYMB, PLCE (hedged with call options)

Tech: YHOO (damn you, Icahn 🙂 ) ,  NOK

Yes, I'm tech heavy on top. My short positions are getting killed right now, followed by BAC which is currently down 10%. I was doing fine with Yahoo (after the deal was called off and I entered a short position)…that was until mr. Icahn well stuck his nose in things. AMD and C are actually doing decent, considering how low expectations are 🙂 on the street, go figure… I'm counting on the weak dollar to prop up earnings in tech co's that do a good portion of biz overseas.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

nostradamus (and anyone else),

I'm curious, you folks want to share what individual stocks you folks are playing in these days?  I'm curious what people are doing  (aside from the traditional safe(r) index funds/precious metals funds/international funds in vanguard and IRAs/401ks)

I don't mind sharing (and like i said, it ain't all pretty). Purely on speculation right now (no idea how things will turn out):

Long positions

Banks: BAC, C

Tech : AMD,  EMC, HPQ, IBM,INTC, JNPR, MSFT, NTAP, NVDA, TSM

Telco: ERIC, MOT ,QCOM (writing monthly  covered calls against an otherwise non-moving stock)

Boring: GE, MO, PM, INTU, XLP,DD, ADM

Short positions:

Energy: DUG

Retail:  GYMB, PLCE (hedged with call options)

Tech: YHOO (damn you, Icahn 🙂 ) ,  NOK

Yes, I'm tech heavy on top. My short positions are getting killed right now, followed by BAC which is currently down 10%. I was doing fine with Yahoo (after the deal was called off and I entered a short position)…that was until mr. Icahn well stuck his nose in things. AMD and C are actually doing decent, considering how low expectations are 🙂 on the street, go figure… I'm counting on the weak dollar to prop up earnings in tech co's that do a good portion of biz overseas.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Author]

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