Monday, October 23, 2006
Sector Spotlight: Internet
I don't think we need anymore proof that the market wants to break-the-fuck-out.
Despite a big earnings warning from the slobs at SLAB, the stock is up. So, instead of fighting the crowd, I have decided to be herded, baaahhh.
One sector to keep in mind, when fishing for idea's, is the Internet. There is still massive growth in the industry, and the possibility of consolidation--due to YHOO's growth deficiencies. Plus, we are entering the holiday shopping season, traditionally a very strong time for the dot commers.
Bottom line: Besides the Networkers, I like the action in the Internet sector and feel they should be accumulated.
NOTE: Please take the new "Fly Survey." What will the next Fed move be?
The following Internet stocks have mojo:
EWEB +5.5%
LQDT +5.5%
QPSA +5.1%
GOOG +3.9%
CHINA +3.1%
EBAY +3.1%
Despite a big earnings warning from the slobs at SLAB, the stock is up. So, instead of fighting the crowd, I have decided to be herded, baaahhh.
One sector to keep in mind, when fishing for idea's, is the Internet. There is still massive growth in the industry, and the possibility of consolidation--due to YHOO's growth deficiencies. Plus, we are entering the holiday shopping season, traditionally a very strong time for the dot commers.
Bottom line: Besides the Networkers, I like the action in the Internet sector and feel they should be accumulated.
NOTE: Please take the new "Fly Survey." What will the next Fed move be?
The following Internet stocks have mojo:
EWEB +5.5%
LQDT +5.5%
QPSA +5.1%
GOOG +3.9%
CHINA +3.1%
EBAY +3.1%
Comments:
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kind of galling, really. I'm knee-capping my shorts before they knee-cap me ... finding myself buying MMM, for gosh sake... it all seems surreal.
you follow LFC by chance? It's huge, respectable, china - and has a chart that looks like MNCS. Analysts are starting to admit it's overpriced. mid-30's PE for life insurance. Trillions of shares and not shortable (to me). someday, the puts will be great but not yet. billions of chinese, you know, and they're all gonna die at some point... ;)
you follow LFC by chance? It's huge, respectable, china - and has a chart that looks like MNCS. Analysts are starting to admit it's overpriced. mid-30's PE for life insurance. Trillions of shares and not shortable (to me). someday, the puts will be great but not yet. billions of chinese, you know, and they're all gonna die at some point... ;)
# posted by 
: 1:00 PM
: 1:00 PM 
Think Fed will leave rates the same. You didn't leave an option, so I went with lower, but Fed won't probably lower rates at this time. It would be a nice boost to the market though.
CPI number is 2.1% pretty low overall. GDP is mid 2's. Definitely think we'll see rates get cut .25% before we'll see them go up. No inflation to make an increase.
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CPI number is 2.1% pretty low overall. GDP is mid 2's. Definitely think we'll see rates get cut .25% before we'll see them go up. No inflation to make an increase.
# posted by : 1:17 PM
: 1:17 PM << Home
