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Short GOOG and Get Rich
(2008-10-15 15:47:20)
Evenaftertoday\'sdrop,GOOGistradingat$340/share,orover$100Bmarketcap,ormorethan5timesofits2007revenueprojection.
WhatevevranalystssayaboutGOOG,thisisaMEDIAcompanywhichdependsheavilyonconsumerspending.Bycomparison,Disneyistradingcloseto1xofitsrevenue.Forgetaboutearningpershare,thatisoftendeceiving.Askyourself:canyoujustifyacompanytradingmorethan5xofitsrevenue?
Afairpriceforamediacompany,and...[閱讀全文]
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Watch for FED 's action: pump market
(2007-08-15 13:24:02)
Thewaythismarketisfallingfast,weshouldexpectFEDtocometothegameanytimefromnow.Ifmarkethasanother500pointsdropinDOW,watchforFED\'saction.
Itisdangeroustimeforbothshortsandlongs,sinceunexpectediscomingtoplay.ThatmayexplainwhyGoldman\'shedgefundslostbigevenwithsuperiorcomputermodels.
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Market is trading in extremely tight range
(2006-11-10 12:33:19)
Thatmaysuggestsomebigmoveahead:eitherupbigordownbig.[閱讀全文]
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