3percentprofitbutsoldtooearlier.
shouldwaituntilnoon.
thisisagainasolidstock,2historyearningannounceshowingpositiveresponsebythemarket.
shortratioislow.
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-highshortratio
-ifflatearning(meetestiamte)itwillgoesdown5-6%
-lastQalsoflatthestockdown13%
sotheexpectionisreallyhighconsidreingcurrentstockprice.
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"Thepointofresearchistocutthroughthatemotionandtobringamorerationalperspective,"hesays."Researchpermitsyoutodotheunpopular,andtheunpopularisalmostalwaysthemostprofitable."
"Thisisararemomentwhenbigischeaperthansmall,"hesays."Typicallysmallischeaperthanbig,becausesmallmakesyoufeelinsecureandbigmakesyoufeelsafeandsecure."ThatisbutoneoftheopportunitiesthatSanders,thelongtimevalueinvestor,hopestoc...[
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Wholesalershold25percentofallinventorieswithfactoriesholdingaboutone-thirdandretailersholdingstherest.inventorytosalesnow:1.1,lowestsince1992.[
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Nevershortbasedonpriceaction.Astockthatisgoingstraightupcancontinueatleastuntilyouarebankruptbeforefallingtotheground.Nevershortbasedonvaluation.Astockmightbeexpensiveat100timesearningsanditwillbeevenmoreexpensiveat200timesearnings.Unlessyouarehedging,yourshortpositionsshouldbe1/3thesizeofyourlongpositions.Believeitornot,shortstocksthathavehighshortinterest.Ingeneral,shortsqueezesareamythandstocks...[
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avg:16.36(1880tonow).
1930:30+
2000:40+
2008:26
Now:around20
2009Marchwhenbottom:12
1970to1980:around10
Monitorthiscloselycanavoidbubblemarket
theP/Eis18.5whentheeconomyiscomingoutofarecession.Mr.Siegel
nowisthetradingat14.5timesforecast2010profits.
thatimplyanothe20%stockmarketgain.
nowcompanymarginis7%,historicallyis6%.
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6.7million個家庭淨資產超過100萬美元(5.9%oftotalhousehold)
1/3-自己經營公司
1/3-專業人士在公司工作
59%從普通州立大學畢業
56%說金錢給了他們自由從而爭強了快樂感。
http://customsites.yahoo.com/financiallyfit/finance/article-108828-4137-1-10-things-millionaires-wont-tell-you[
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AsofDecember,11.4%ofCaliforniahomeownerswere90daysormorelateontheirloans,accordingtoFirstAmericanCoreLogic,aSantaAnarealestatedatafirm.Thatcompareswithadelinquencyrateof8.4%nationwide.
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5startonCAPS.2010guideisprettylowwhichalreadypricedintocurrentstockprice.Buffetholding,0.3%ofportfolio(6mnow,sold1.2monQ3,donotknowwhy).6monthchartshowingitmightstarttogoesup.donotexpectthepowerconsumptiongoesupquicklyduetoweakrecovery.
butshortterm,mighthave10%upopportunityTrailingP/E:5.18,2ndbestinElectricUtilityindustry
ForwardP/E:10.29
ROE:15.60,2ndbest
Net:9.5%,industryavg:6.6...[
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·2009revenuefall30%·100mcashfromlawsuitwon,300mseniornotes.Total700m·Cashflow:30m(positive)·2010housingstartforecast:600kto900k·2009:reduceOHspendingfor75m·Q4lossis11m,withthebenefitofthe97mincomefromsettlementoflawsuit·31mchargeongoodwillandassetdepreciation·2009netlossis598m·deferredtaxvaluationallowance:548m·170minterestexpensefor2010·Industryisrunning50%capacity
USGcouldbreakout...[
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