Tuesday, April 17, 2007
Sector Spotlight: Drugs/ Fuck YHOO Day
How can anyone be bullish on YHOO? That company and its stupid website suck camel hump. Despite the bullish opinions from the "meat loaf throwers" on Fast Money, with the exception of Eric "the oil barrel" Bolling, I suggest staying away from YHOO, prior to their earnings tonight.
GOOG is poleaxing YHOO on all fronts. Plus anyway, YHOO's new search technology, dubbed "Panama," is garbage. Whoever is bullish on YHOO is just trying to be a GOOG contrarian and knows nothing about the internets.
Right now, the Drug sector is on fire. A lot of smart money is piling into GILD, ESRX, SGP, LLY and many more.
Basically, the Drug sector has been the fat lady at the end of the bar-- for too long. Personally, I am lukewarm on the sector, considering all of the patent expiration coming due. My favorite name in the space, by far, is GILD.
Finally, I am hearing very good things about NTRI. I know the stock has been up big, as of late. However, if the company can deliver blow out numbers this quarter, with a guide up, I feel the stock will print $65.
NOTE: Please take the new "Fly Survey." Are you bullish of bearish on the markets?
GOOG is poleaxing YHOO on all fronts. Plus anyway, YHOO's new search technology, dubbed "Panama," is garbage. Whoever is bullish on YHOO is just trying to be a GOOG contrarian and knows nothing about the internets.
Right now, the Drug sector is on fire. A lot of smart money is piling into GILD, ESRX, SGP, LLY and many more.
Basically, the Drug sector has been the fat lady at the end of the bar-- for too long. Personally, I am lukewarm on the sector, considering all of the patent expiration coming due. My favorite name in the space, by far, is GILD.
Finally, I am hearing very good things about NTRI. I know the stock has been up big, as of late. However, if the company can deliver blow out numbers this quarter, with a guide up, I feel the stock will print $65.
NOTE: Please take the new "Fly Survey." Are you bullish of bearish on the markets?
Comments:
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MCO?? Did they get bought and noone mentioned it? Cure cancer with debt ratings? Up 8%. Been awesome for a while now.
So you hate YHOO? what about Hotjobs, Yahoo personals,email, the user content, search, crazy media ad's,yahoo shopping,movies,weather and finally the X factor "stat-tracker" I pay 20 bucks a year for that shit when I do my fantasy baseball and football. Hotjobs blows monster/careerbuilder away !
Granted I do most of my searches on GOOG but I do everything else on YHOO. My cost basis is around 26-27 I love yahoo in 2007. Cmon show YHOO some love..also YHOO seems to bring up more hits when searching for porn or hot indian chicks like Priya Rai.
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Granted I do most of my searches on GOOG but I do everything else on YHOO. My cost basis is around 26-27 I love yahoo in 2007. Cmon show YHOO some love..also YHOO seems to bring up more hits when searching for porn or hot indian chicks like Priya Rai.
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