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Re: Fire sale going on
Old 08-10-2005, 08:12 AM   #21
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Re: Fire sale going on

Brew you catch the Expedia spin? Seems a bit rich. I would take the Sabre Group with Travelocity over them.
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Re: Fire sale going on
Old 08-10-2005, 08:23 AM   #22
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Re: Fire sale going on

Not my cup of tea. Expedia is in an industry that is changing relatively quickly. I prefer boring, long established, cash flowing businesses that the market either doesn't understand or are simply out of fashion.
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Re: Fire sale going on
Old 08-10-2005, 10:51 AM   #23
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Re: Fire sale going on

Quote:
Originally Posted by brewer12345
Agreed.* However, I am an investment professional in the real world so I take great offense at being lumped in with the boiler-room crowd.
Just curious Brewer what type of investment professional are you in the real world. I am in the same industry just starting out. Work for a discount broker now. I have recently interviewed with a few small investment management firms for trader positions with hope of moving to portfolio management eventually. Currently CFA L2 candidate.
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Re: Fire sale going on
Old 08-10-2005, 11:27 AM   #24
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Re: Fire sale going on

Brewer

Time will tell which of us called it right. I'll check back in a few months. Mail-order DVD is super super hot.

Want a plug you guys? Give it a try, its freakin awesome.
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Re: Fire sale going on
Old 08-10-2005, 11:54 AM   #25
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Re: Fire sale going on

We keep toying with a netflix subscription, we just lose nerve once we start thinking about another monthly bill. We're just mental. . But all my coworker rave about the service.
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Re: Fire sale going on
Old 08-10-2005, 12:02 PM   #26
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Re: Fire sale going on

Quote:
Originally Posted by azanon
Brewer

Time will tell which of us called it right.* *I'll check back in a few months.* Mail-order DVD is super super hot.* *

Want a plug you guys?* Give it a try, its freakin awesome.
Check back in 5 years. BBI will be out of the mail-order business, NFLX will still be a niche company, and MOVI will have paid off most of their debt and continue to spew free cash flow.
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Re: Fire sale going on
Old 08-10-2005, 01:56 PM   #27
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Re: Fire sale going on

Curse you, Brewer, I'm almost sure that I have better things to do all day than to sit around analyzing small-caps with such great fundamentals and such ugly technicals.

I'm drooling. Tomorrow's open promises to be quite interesting.
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Re: Fire sale going on
Old 08-10-2005, 02:14 PM   #28
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Re: Fire sale going on

Quote:
Originally Posted by Nords
Curse you, Brewer, I'm almost sure that I have better things to do all day than to sit around analyzing small-caps with such great fundamentals and such ugly technicals.

I'm drooling.* Tomorrow's open promises to be quite interesting.
Aw c'mon, Nords. Admit it, its fun. Mybe not as much fun as surfing (wouldn't know personally) but at least you can't get eaten by a shark.
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Re: Fire sale going on
Old 08-10-2005, 02:34 PM   #29
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Re: Fire sale going on

Call me boring, but it seems like another fine day to be holding the "black gold."
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Re: Fire sale going on
Old 08-10-2005, 02:49 PM   #30
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Re: Fire sale going on

Not exactly a terrible day for PCRIX/DX either.
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Re: Fire sale going on
Old 08-10-2005, 04:35 PM   #31
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Re: Fire sale going on

Quote:
Originally Posted by brewer12345
Agreed. However, I am an investment professional in the real world so I take great offense at being lumped in with the boiler-room crowd.
I'm in the industry too. Just curious, your employer lets you talk about personal holdings on the net? Around here I'd get chucked in a hurry for that.

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Re: Fire sale going on
Old 08-10-2005, 04:38 PM   #32
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Re: Fire sale going on

Talk about personal holdings would get you canned? Wow.

I am in a tiny shop (just hired our 7th employee) and we don't deal with the public. So long as I'm not font running or anything like that, its not really a problem.
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Re: Fire sale going on
Old 08-10-2005, 05:12 PM   #33
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Re: Fire sale going on

From what little I know, Brewer12345's group isn't in the same segment of the industry as the firm he was discussing.*

As different as a muni bond analyst talking about a small consumer good company.* Completely different beasts.
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Re: Fire sale going on
Old 08-10-2005, 08:04 PM   #34
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Re: Fire sale going on

Quote:
Time will tell which of us called it right. I'll check back in a few months. Mail-order DVD is super super hot
I think it is a fad and only appeals to a small population
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Re: Fire sale going on
Old 08-10-2005, 11:06 PM   #35
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Re: Fire sale going on

Quote:
Originally Posted by brewer12345
Aw c'mon, Nords. Admit it, its fun. Mybe not as much fun as surfing (wouldn't know personally) but at least you can't get eaten by a shark.
I don't know about that. I think the wall street sharks did a pretty nice job on many a portfolio since 2000.
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Re: Fire sale going on
Old 08-11-2005, 08:45 AM   #36
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Re: Fire sale going on

Quote:
Originally Posted by Brat
From what little I know, Brewer12345's group isn't in the same segment of the industry as the firm he was discussing.

As different as a muni bond analyst talking about a small consumer good company. Completely different beasts.
For my company it doesn't matter. I'm in the asset allocation / strategy group (so I don't even deal with specific issues) and we have been told many times that we can get pink slipped for discussing a specific issue on any bbs / discussion site.

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Re: Fire sale going on
Old 08-11-2005, 12:32 PM   #37
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Re: Fire sale going on

Quote:
Originally Posted by brewer12345
Check back in 5 years.* BBI will be out of the mail-order business, NFLX will still be a niche company, and MOVI will have paid off most of their debt and continue to spew free cash flow.
Dunno about five years from now, Brewer, but there doesn't seem to be much Thursday-afternoon excitement about Friday's earnings release.* Either the news hasn't leaked and nobody cares... or the news HAS leaked and is reflected in new lows.* $20.75 seems to be a consensus value as of 1:30 EDT.

Berkshire Hathaway textile mills were a heckuva bargain at this price.* So were World Book & Dexter Shoes...

OTOH MOVI's current price is outside a Bollinger, which presumably predicts a Friday bounce.

We'll see how things look around 3-3:45 EDT today...

EDIT: 3:30 PM-- Well, someone thinks they know something. Tomorrow's news should be interesting, but I think I'll sleep in.
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Re: Fire sale going on
Old 08-11-2005, 08:00 PM   #38
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Re: Fire sale going on

I dumpled 5k of gambling money into it! Might be me who pushed the price higher! Already up 3% and getting ready to dump after the good news - he,he - day trader me!
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Re: Fire sale going on
Old 08-11-2005, 08:29 PM   #39
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Re: Fire sale going on

I owned this stock a few years back when it was in the 14-16 range. At the time you could sell an otm call and make 5-6% in 30 days. Did that several times and lost the stock. Moved on with a smile.
This should be an interesting earnings call tomorrow.*
I have no dog in this fight, but I wouldn't touch this stock til their cards are on the table.* Far to much risk for this chicken.* OTOH, if the $$ and outlook are dynamite there may be a few dollars to be made in the runup, if you are nimble.
Damn sure has an interesting chart.
The Bollinger Bands almost qualify as artwork
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Re: Fire sale going on
Old 08-11-2005, 09:18 PM   #40
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Re: Fire sale going on

Quote:
Originally Posted by ben
I dumpled 5k of gambling money into it! Might be me who pushed the price higher!
Thanks a lot, bud, I could tell when you got back from lunch... next time post here first!

If you looked at the last 30 minutes' volume there was a tremendous rush to either get in the door or to cover & get the heck out. Both were great for the price.
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