Session of 03/14/2007

[WallStreetnBio]

that yen carry trade is looking real ugly again

[Quasi]

Careful with CFC, they are much stronger then LEND. 

Its relatively safe considering we havent tested the summer lows as of yet. Chances are CFC wont go bankrupt but they will most likely encounter very weak earnings and outlook. Considering that this market is looking more bearish then last summer correction and that CFC can very easily sink below 32s... I would say its a good play.

I hear ya NZ

I think you have alot of followers, just looking at the Jan 08 $25 puts, 2K vol today and 31K open interest.  Now they are way out of the money but alot of guys making that bet.  Like TradeStar says I'm looking for a little rally to knock some of these puts back a little, then may consider a play.

Quasi

[WallStreetnBio]

I think the BIDU short is back on...BIDU broke through the 200sma with ease. GOOG is losing market share and will bring BIDU down with it. Also there is some click fraud going on with BIDU that we should hear more about. The yen carry trade is getting uglier and the asians wont like that one bit. I just bought BIDU puts again.

[David Randolph]

AMRN analysis:

If I had seen this was a biotech I wouldn't have wasted my time with it.

[nullzero]

CSH looks like a great long stock to own for the portfolio david.

[yukiii]

Some good buys
LMIA, WPCS, DXPE

[kpusan]

ASTI .. now 70% 

Not sure if this will hold.  Sold most of my core position but holding some and bought more today $6.62 for daytrade.

Hey, this forum is a bit different. Where is the Stocks on Fire board?

[WallStreetnBio]

MESA looks like a good short with gas prices going up this summer. Technically the stock has lower highs and lower lows

[David Randolph]

MESA looks like a good short with gas prices going up this summer. Technically the stock has lower highs and lower lows

Fundamentally cheap, I wouldn't short that one.

[David Randolph]

Hey, this forum is a bit different. Where is the Stocks on Fire board?

Check this out kpusan: http://www.3stocksonfire.org/trading/index.php?topic=9143.msg92163#msg92163

[Bishop]

VIP short? At the 50 dma. Double top in place?  Thanks.

[kslifka]

David....I think you're really on to something with China consumption going forward into the next year.  You're probably right the stock market is more worried about the American consumer as it should be....but will eventually focus more on the Chinese Consumer .  We may have a little more downside with Chinese stocks before they explode in the coming months. 

Olympics 2008 in Bejing, China.

[David Randolph]

NVTL analysis:

Looking good

[HomeBound]

Way to much optimism from buyers today, particularly in home lenders stocks.

[nullzero]

Way to much optimism from buyers today, particularly in home lenders stocks.

Market is on course to take a big hit on thursday and friday.