The market is going UP and there is no such thing as down...
So we need to ride the UP.
Once the retailers get scared later, then we will short.
For now, buy buy buy!
See what the jobs report says prior to the open Friday. Retailers react quickly to news... :) :)
Don't get left in a pool of retailers taking diabetes medication... !! :)
Thursday, December 2, 2010
Wednesday, December 1, 2010
Semi winners and losers for Dec.
We have been buying Nvidia aggressively for now.
We will sell by sometime in January and then we will short prior to the Q1 announcement and Q2 debacle again.
Even TV cannot change the future for this one with the design wins in the loser phones and the design misses in the internet future. But the lookout is good at the present time in our opinion!
Cisco is under-valued for now... we intend to buy it.
We will sell by sometime in January and then we will short prior to the Q1 announcement and Q2 debacle again.
Even TV cannot change the future for this one with the design wins in the loser phones and the design misses in the internet future. But the lookout is good at the present time in our opinion!
Cisco is under-valued for now... we intend to buy it.
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