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Last Activity: Added PBR to bullish list on 08/04/08  Current Stock List: Symbol SP Sentiment Rating Return Since PBR -68.44% 08/04/08 CHK -68.59% 08/04/08 GRMN +56.20% 08/04/08 FNM -96.81% 08/04/08 FRE -93.53% 08/04/08 BIIB -22.11% 08/04/08 ELN -48.56% 08/04/08 SPWRA -70.43% 07/09/08 RIMM +66.55% 06/12/08 NCC -66.02% 06/11/08 All-time Sectors of Interest ... View All > Opinion & Analysis Biggest stock in the world   about PBR   08/04/08 As they move more oil into production and demand continues to ramp, PBR will make a killing.  Long term price target triple, for the realization of existing explored territories and the likely exi Don't know who sells this...   about CHK   08/04/08 Ummm... since the quarter ended they've made $5 billion in hedges.  Yes... with a B.  So those unrealized losses last quarter turned out to be a pretty smart investment that I don't think peo... Worthless   about GRMN   08/04/08 What product does Garmin offer that isn't being effectively competed against? Their current track is the same one of the yellow pages 10 years ago. They are worthless, but it will take about a decade Slow and Steady   about FNM   08/04/08 Same as for FRE, the housing bill sets a bottom for housing, which sets a bottom for this stock.  They've also acquired so many assets that, in a reversal, the markups could be huge. Slow and Steady   about FRE   08/04/08 Housing bill makes it so that FRE, regardless of bad news in the interim, will certainly be around with a reasonable amount of equity for shareholders.

Discussions

Re: oops 06/25/08
see my iPhone story... just wanted to point out that, while every talking head in the world said to buy RIMM, I nailed their earnings.

Re: iPhone for business 06/11/08
I agree RIM will be around for a long time. I agree they continue to improve their phones significantly. However, their high forward P/E assumes that they will continue to grow, not just maintain market share. The next iPhone will be released much more broadly worldwide, and will hurt RIMM's sales more than expected. It's nothing to do with RIMM being a bad company, it just has to do wi...




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