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  • #46
    Originally posted by Broncojohnny View Post
    That's cool.

    You had said you looked for ALU to come back down, I just didn't expect it to crash but overall weakness is the market is killing anything with the slightest hint of bad news. IR is a great example, as well as UPS.
    I'm not gonna sugarcoat it. We didn't think the downtime was this soon and were pushing it ahead of the earnings call last Thursday. Like I said, that Chinese Fiber Optic business caught us (and everyone) by surprise. We still like it, but mainly b/c it's cheap as fuck (especially now)! Fucking company trades at 0.5 EV/2012 Sales... insanely cheap.

    Pm sent.
    Originally posted by davbrucas
    I want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.

    Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?

    You and slow99 should date. You both have passive aggressiveness down pat.

    Comment

    • #47
      Originally posted by Broncojohnny View Post
      That's cool.

      You had said you looked for ALU to come back down, I just didn't expect it to crash but overall weakness is the market is killing anything with the slightest hint of bad news. IR is a great example, as well as UPS.
      Thanks for posting those. Those are typically what I look for and get the short ride up.
      Originally posted by Cmarsh93z
      Don't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.

      Comment

      • #48
        Originally posted by Broncojohnny View Post
        That's cool.

        You had said you looked for ALU to come back down, I just didn't expect it to crash but overall weakness is the market is killing anything with the slightest hint of bad news. IR is a great example, as well as UPS.
        In the space I cover, it's capex fear from the big 2 (VZ and T). VZ is cutting capex off, and guided 2H'11 capex down. Everyone got spooked. Juniper (JNPR) called out weakness on the back of VZ capex and the whole space took a gigantic shit. So, we know (as much as we can) companies who VZ and T are cutting off and who they aren't.

        Interesting data point, AT&T has spent more capex in the last 2.5 years - ~$70 Billion - than any company in the world (and mainly on United States infrastructure). That's a hell of a leverage point to bring to the DOJ if they try and shut that T-Mobile deal down. "Excuse me, DOJ, you do know how much money we've pumped into US infrastructure right?"
        Last edited by slow99; 08-02-2011, 10:43 PM.
        Originally posted by davbrucas
        I want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.

        Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?

        You and slow99 should date. You both have passive aggressiveness down pat.

        Comment

        • #49
          Going off the cliff for another day...
          Originally posted by racrguy
          What's your beef with NPR, because their listeners are typically more informed than others?
          Originally posted by racrguy
          Voting is a constitutional right, overthrowing the government isn't.

          Comment

          • #50
            Originally posted by Broncojohnny View Post
            Going off the cliff for another day...
            good
            pinto gt with wood trim

            Comment

            • #51
              Eh...

              Comment

              • #52
                Looks like an even bigger drop today.
                Originally posted by Cmarsh93z
                Don't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.

                Comment

                • #53
                  Yep, another great day. If this keeps up there will be some fantastic pricing on good shares by the middle of next week.

                  IR - Ingersoll Rand has already been beaten senseless for no good reason.

                  I'm amazed that KFT has weathered the storm despite the good news they came out with today.
                  Originally posted by racrguy
                  What's your beef with NPR, because their listeners are typically more informed than others?
                  Originally posted by racrguy
                  Voting is a constitutional right, overthrowing the government isn't.

                  Comment

                  • #54
                    Originally posted by Broncojohnny View Post
                    Yep, another great day. If this keeps up there will be some fantastic pricing on good shares by the middle of next week.

                    IR - Ingersoll Rand has already been beaten senseless for no good reason.

                    I'm amazed that KFT has weathered the storm despite the good news they came out with today.
                    I think I will keep an eye on IR. I can see it making a quick jolt up early/mid next week.

                    I was just going to comment on KFT, I saw that earlier.

                    Equally amazing is TYP. I shorted that back around low 19's and has been kicking ass for the past week. It seems to always make big leaps when the rest of the market is being a deadweight.
                    Originally posted by Cmarsh93z
                    Don't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.

                    Comment

                    • #55
                      Originally posted by 347Mike View Post
                      I think I will keep an eye on IR. I can see it making a quick jolt up early/mid next week.

                      I was just going to comment on KFT, I saw that earlier.

                      Equally amazing is TYP. I shorted that back around low 19's and has been kicking ass for the past week. It seems to always make big leaps when the rest of the market is being a deadweight.
                      Lmfao, it's a 3x levered bear technology etf, of course it does!
                      Originally posted by davbrucas
                      I want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.

                      Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?

                      You and slow99 should date. You both have passive aggressiveness down pat.

                      Comment

                      • #56
                        Originally posted by slow99 View Post
                        Lmfao, it's a 3x levered bear technology etf, of course it does!
                        No idea what that is. lol
                        Originally posted by Cmarsh93z
                        Don't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.

                        Comment

                        • #57
                          I just checked mine....

                          Personal Rate of Return from 01/01/2011 to 08/03/2011 is -4.0%

                          Comment

                          • #58
                            Originally posted by slow99 View Post
                            Lmfao, it's a 3x levered bear technology etf, of course it does!
                            Oh god

                            347Mike I think you are about to lose some money
                            Originally posted by racrguy
                            What's your beef with NPR, because their listeners are typically more informed than others?
                            Originally posted by racrguy
                            Voting is a constitutional right, overthrowing the government isn't.

                            Comment

                            • #59
                              Originally posted by Broncojohnny View Post
                              Oh god

                              347Mike I think you are about to lose some money
                              I shorted, was in a total of 2 days.. I made 6% off of it and sold. I don't own it anymore. That was its first bump up around the 11th.. I don't hold long. The longest I have held a stock was one month and that was because my timing was bad and premature.. I still made money off of it though.

                              Oh, and btw, remember that penny stock I was inquiring about putting $100 in? Well its up 700% since that conversation.. lol
                              Last edited by 347Mike; 08-04-2011, 10:31 AM.
                              Originally posted by Cmarsh93z
                              Don't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.

                              Comment

                              • #60
                                grbt still at .0001............

                                Comment

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