Comments on: “The numbers for us continue to rise” http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/ Real Estate, Economics, and Politics Thu, 09 Feb 2012 14:01:36 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Clotpoll http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172673 Clotpoll Tue, 01 Apr 2008 03:27:15 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172673 Punch (253)- Even in a good market, the S&P 500 doesn't interest me much. I always have the feeling that the easy money's been made, and the smart guys are long gone by the time any company makes it onto the index. Here's the stuff that catches my attention- both good and bad- as a growth investor (all disclaimers): Yamana Gold Mosaic Companies Monsanto Silver Wheaton Guess Hologic Range Resources Corp Boston Beer Sociedad Quimica de Chile Petrobras Punch (253)-

Even in a good market, the S&P 500 doesn’t interest me much. I always have the feeling that the easy money’s been made, and the smart guys are long gone by the time any company makes it onto the index.

Here’s the stuff that catches my attention- both good and bad- as a growth investor (all disclaimers):

Yamana Gold
Mosaic Companies
Monsanto
Silver Wheaton
Guess
Hologic
Range Resources Corp
Boston Beer
Sociedad Quimica de Chile
Petrobras

]]> By: d2b http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172672 d2b Tue, 01 Apr 2008 03:27:09 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172672 Not sure about the stocks but I would bet against the Pats next year. Not sure about the stocks but I would bet against the Pats next year.

]]> By: Clotpoll http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172667 Clotpoll Tue, 01 Apr 2008 03:10:21 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172667 John (254)- Thanks for seeing my gross and raising it a disgusting. John (254)-

Thanks for seeing my gross and raising it a disgusting.

]]> By: Clotpoll http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172666 Clotpoll Tue, 01 Apr 2008 03:05:42 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172666 punch (253)- So, a growth investor must be a fortune-teller? Tell me if the Pats will be in the Super Bowl next year. However, as far as documented YTD performance, these guys are a no-brainer (I should also disclose now that I have a significant position in SDS, which double-shorts the S&P 500). I'll cut-and-paste your list, and comment on each. The time stamp of this will show that I've had no time to research any of these before giving a buy/sell call. My own little Lightning Round...fun!: ExxonMobil Corporation- ok dividend, a snooze otherwise General Electric Company- falling asleep, law of big numbers Microsoft Corporation- no b@lls, no dividend, show some stones and get into a real fight with Yahoo AT&T, Inc.- brief run is over; SBC with a coat of lipstick Procter & Gamble Company- outstanding company, just performs and performs Chevron Corporation- watered-down Exxon Johnson & Johnson- please Bank of America Corporation- buy this, you are a certified idiot Apple, Inc.- big run, catching breath, will grow slower now Cisco Systems, Inc.- great investment...in 1996 Google, Inc.- see Apple Altria Group Inc.- break-up a bit disappointing; can't go wrong selling cigs to the rest of the world though Intel Corporation- gouge out my eyes with a grapefruit spoon Pfizer Inc.- talk about dead man walking... International Business Machines Corp- why can't I be long it when they get these nice pops? American International Group- former CEO is Lucifer; lots of subprime investments. Great buy...if you're a m@sochist Citigroup, Inc.- yeah, right J.P. Morgan Chase & Co.- enough derivatives exposure to destroy the free world. I think I'll buy this with a market order! ConocoPhillips- value trap Hewlett-Packard Company- I thought Carly was kinda hot Merck & Co., Inc.- who knew statin drugs wouldn't work any better than Pez? Verizon Communications Inc.- love FIOS; hate toxic corporate culture PepsiCo, Inc.- excellent performer, well-run; a good defensive play Coca-Cola Company- see Pepsi. So. American branch (KOF) is better buy Schlumberger, Ltd.- love it, super well-run, will pop again when natural gas takes off this Summer punch (253)-

So, a growth investor must be a fortune-teller? Tell me if the Pats will be in the Super Bowl next year.

However, as far as documented YTD performance, these guys are a no-brainer (I should also disclose now that I have a significant position in SDS, which double-shorts the S&P 500).

I’ll cut-and-paste your list, and comment on each. The time stamp of this will show that I’ve had no time to research any of these before giving a buy/sell call. My own little Lightning Round…fun!:

ExxonMobil Corporation- ok dividend, a snooze otherwise
General Electric Company- falling asleep, law of big numbers
Microsoft Corporation- no b@lls, no dividend, show some stones and get into a real fight with Yahoo
AT&T, Inc.- brief run is over; SBC with a coat of lipstick
Procter & Gamble Company- outstanding company, just performs and performs
Chevron Corporation- watered-down Exxon
Johnson & Johnson- please
Bank of America Corporation- buy this, you are a certified idiot
Apple, Inc.- big run, catching breath, will grow slower now
Cisco Systems, Inc.- great investment…in 1996
Google, Inc.- see Apple
Altria Group Inc.- break-up a bit disappointing; can’t go wrong selling cigs to the rest of the world though
Intel Corporation- gouge out my eyes with a grapefruit spoon
Pfizer Inc.- talk about dead man walking…
International Business Machines Corp- why can’t I be long it when they get these nice pops?
American International Group- former CEO is Lucifer; lots of subprime investments. Great buy…if you’re a m@sochist
Citigroup, Inc.- yeah, right
J.P. Morgan Chase & Co.- enough derivatives exposure to destroy the free world. I think I’ll buy this with a market order!
ConocoPhillips- value trap
Hewlett-Packard Company- I thought Carly was kinda hot
Merck & Co., Inc.- who knew statin drugs wouldn’t work any better than Pez?
Verizon Communications Inc.- love FIOS; hate toxic corporate culture
PepsiCo, Inc.- excellent performer, well-run; a good defensive play
Coca-Cola Company- see Pepsi. So. American branch (KOF) is better buy
Schlumberger, Ltd.- love it, super well-run, will pop again when natural gas takes off this Summer

]]> By: Sean http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172663 Sean Tue, 01 Apr 2008 02:58:58 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172663 re: (kettle1) The bingo prize is all yours. The Fed can't bust anybody, but the can tell the 'fellas" to please raise capital. Anyone who ever thought about going to law school or watched any old Capone movie knows the Treasury Agents have the power of arrest, real policing is what is needed, not another old watch dog that can barely bark. re: (kettle1) The bingo prize is all yours.

The Fed can’t bust anybody, but the can tell the ‘fellas” to please raise capital.

Anyone who ever thought about going to law school or watched any old Capone movie knows the Treasury Agents have the power of arrest, real policing is what is needed, not another old watch dog that can barely bark.

]]> By: Punch My Ticket http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172662 Punch My Ticket Tue, 01 Apr 2008 02:53:49 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172662 Hey, they're documented underperformers. Who needs a chart? Hey, they’re documented underperformers. Who needs a chart?

]]> By: John http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172661 John Tue, 01 Apr 2008 02:53:24 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172661 I redid my taxes tonight and I envy those subprime folks, I got pummeled by AMT and those folks are getting checks in the mail from uncle sam after stiffing the banks. With my 14K in amt I am handing out around 25 of those checks myself, hope I get some thank you cards. I redid my taxes tonight and I envy those subprime folks, I got pummeled by AMT and those folks are getting checks in the mail from uncle sam after stiffing the banks. With my 14K in amt I am handing out around 25 of those checks myself, hope I get some thank you cards.

]]> By: Sean http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172659 Sean Tue, 01 Apr 2008 02:49:15 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172659 Punch without a chart? cumon fella take the time to make a chart... Punch

without a chart? cumon fella take the time to make a chart…

]]> By: John http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172658 John Tue, 01 Apr 2008 02:49:14 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172658 If there is a box of depends nearby their might be two wet spots. If there is a box of depends nearby their might be two wet spots.

]]> By: Punch My Ticket http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172656 Punch My Ticket Tue, 01 Apr 2008 02:45:10 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172656 Clot [245], It's money/mouth time. Here's a list of the 25 biggest market caps in the S&P 500. Tell us today which ones will be "documented underperformers" in a year. ExxonMobil Corporation General Electric Company Microsoft Corporation AT&T, Inc. Procter & Gamble Company Chevron Corporation Johnson & Johnson Bank of America Corporation Apple, Inc. Cisco Systems, Inc. Google, Inc. Altria Group Inc. Intel Corporation Pfizer Inc. International Business Machines Corp American International Group Citigroup, Inc. J.P. Morgan Chase & Co. ConocoPhillips Hewlett-Packard Company Merck & Co., Inc. Verizon Communications Inc. PepsiCo, Inc. Coca-Cola Company Schlumberger, Ltd. Clot [245],

It’s money/mouth time. Here’s a list of the 25 biggest market caps in the S&P 500. Tell us today which ones will be “documented underperformers” in a year.

ExxonMobil Corporation
General Electric Company
Microsoft Corporation
AT&T, Inc.
Procter & Gamble Company
Chevron Corporation
Johnson & Johnson
Bank of America Corporation
Apple, Inc.
Cisco Systems, Inc.
Google, Inc.
Altria Group Inc.
Intel Corporation
Pfizer Inc.
International Business Machines Corp
American International Group
Citigroup, Inc.
J.P. Morgan Chase & Co.
ConocoPhillips
Hewlett-Packard Company
Merck & Co., Inc.
Verizon Communications Inc.
PepsiCo, Inc.
Coca-Cola Company
Schlumberger, Ltd.

]]> By: Clotpoll http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172653 Clotpoll Tue, 01 Apr 2008 02:42:44 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172653 John (247)- "My brother always said when you go to a nursing home the old ladies all look the same so you might as well marry a rich ugly one cause in the end they all look the same." And when it's time to do the nasty, roll 'em in flour and look for the wet spot, right? John (247)-

“My brother always said when you go to a nursing home the old ladies all look the same so you might as well marry a rich ugly one cause in the end they all look the same.”

And when it’s time to do the nasty, roll ‘em in flour and look for the wet spot, right?

]]> By: njpatient http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172652 njpatient Tue, 01 Apr 2008 02:39:28 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172652 "housing will fall for another 1-3 years, not a bad time to rent a cheap place, save more and skip the starter and go straight to the trade up in 2011." You're singing my song. I'll just get a headstart in 2010. “housing will fall for another 1-3 years, not a bad time to rent a cheap place, save more and skip the starter and go straight to the trade up in 2011.”

You’re singing my song. I’ll just get a headstart in 2010.

]]> By: njpatient http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172650 njpatient Tue, 01 Apr 2008 02:38:05 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172650 229 clot " Isn’t there ANYBODY in your masters-of-the-universe company who can give you a clue?" Clues are VERY expensive these days, clot. In fact, you need to really lever up to have any chance of buying one, I hear tell. Most folks take 30 years to pay off their clue loans. Some folks are apparently defaulting. Have to just walk away from their clues. Not a big deal, though - they just take a hit in the credibility. 229 clot
” Isn’t there ANYBODY in your masters-of-the-universe company who can give you a clue?”

Clues are VERY expensive these days, clot. In fact, you need to really lever up to have any chance of buying one, I hear tell. Most folks take 30 years to pay off their clue loans.

Some folks are apparently defaulting. Have to just walk away from their clues. Not a big deal, though – they just take a hit in the credibility.

]]> By: Pat http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172649 Pat Tue, 01 Apr 2008 02:35:32 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172649 John, I think the SavingsDahmer comment was directed at you & me. John, I think the SavingsDahmer comment was directed at you & me.

]]> By: Clotpoll http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172647 Clotpoll Tue, 01 Apr 2008 02:35:07 +0000 http://njrereport.com/index.php/2008/03/31/the-numbers-for-us-continue-to-rise/#comment-172647 Prep-school, Ivy-finished, 1600-SAT "managers" are running the US economy into the ground...and now laying the groundwork for how you and I are going to bail them all out and pay for it all. They're doing it by using their retard, bastard brethren from sleep-away-school (read: Bush, George) to abet their crimes. Can anyone please tell me why a reasonably smart person- with a modicum of intelligence and interest- can't outperform these yutzes? Prep-school, Ivy-finished, 1600-SAT “managers” are running the US economy into the ground…and now laying the groundwork for how you and I are going to bail them all out and pay for it all.

They’re doing it by using their retard, bastard brethren from sleep-away-school (read: Bush, George) to abet their crimes.

Can anyone please tell me why a reasonably smart person- with a modicum of intelligence and interest- can’t outperform these yutzes?

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