Thursday, November 08, 2007

 

Stocks are for Jerks

HANS missed.

I sold most of my position yesterday, but this is just terrible.

Generally, beverage companies are good tells on a nations economy.

In short, this economy is in the shitter.

Buy it back @ $39.

Comments:
All of their consumers must have been those who signed sub prime loans.


No home, no credit cards, no buying.


HANS still has very little inventory in KC and doesn't show a demand for their products.

Down 23%.......ouch.
 
Every company is missing earnings. CROX, GRMN, XOM, CVX...

Might set up some nice buying opportunities for next year though.
 
HOLY FUCK.
 
Everyone was jumping all over the software as a service model (aka CRM) because they thought the recurring revenue was more stable and predictable.

KNXA is blowing those fuckers up. Down 32%.
 
I told you 49c earning estimate was too high. I expected 45c or so. 46c is better. Anything under $45 is a steal for HANS. This will be $80 within 12 months. Growing at better than 30% annually. They are expected to make more than $2.19 a share next. Take a lowball $1.75 in earnings next year, slap on a 40 PE and you have $70 a share.
 
My buddy/pal Kass is turning bullish.
 
/bruce, where'd you here that?
 
Who in their right mind really thinks Hillary Clinton will ever be President?

Her own husband doesn't even like the prospect. (Think like an ego-maniac and introduce the term "legacy competition.")

The revived ghost of Joe Stalin has a better chance.

(thinner moustaches)
 
On the other hand, all my Bain buddies (admittedly biased) are certain Romney will be the GOP candidate, as Rudy is peaking too early.

Romney's got the looks, brains and squeaky clean background.

Rudy's a tough son-of-a-bitch, but his baggage would give Santa Claus's sleigh liftoff problems.

Even with extra-sincere Christmas carolling.
 
WTF, do you guys know how smart Romney is?

He's gotta have a 154 to 155 IQ, easy.
 
This comment has been removed by the author.
 
Ron Paul is coming on strong ... going into 2008, only Romney , Jewliani & Paul will be left

disclosure: born to jews ... so I can say that shit , cuz I'm a jigger
 
1st choice - Ron Paul

2nd cherce - Bloomberg/Schwarzennegger

last choice - Hillary/Romney

although Romney prob wouldn't be as bad as I think
 
anyone else like EBAY here? I think its reasonable .. taken down by BID
 
Let me get this straight... you like the libertarian first and the nanny state jacklegs second?


Do you realize how farking illiterate that makes you sound?
 
i don't know if hes a librarian or not

thems be my choices

don't care how itinerate that makes me sounds
 
Everything is in the shitter. Sell all you have and move to China!
 
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