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TranceAddict Investors Club @ Marketocracy (pg. 43)
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| Shakka |
| quote: | Originally posted by Capitalizt
darn NVDA has been killed lately...I'm wondering why it is so cheap. Looks like it's trading at 10X next year's earnings. WTF?
Any thoughts krypt or shakka? |
The market sucks ass right now and ATI has the leg up on the latest next-generation video card perhaps? The GPU business changes so fast and the product cycles are very short. |
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| shapes |
| NVDA had a good day. BUY BUY BUY! |
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| Krypton |
| quote: | Originally posted by Capitalizt
darn NVDA has been killed lately...I'm wondering why it is so cheap. Looks like it's trading at 10X next year's earnings. WTF?
Any thoughts krypt or shakka? |
Doing a quick fundamental strength, I'm giving NVDA a rating of...
Score = 68%
Grade = C
Rating = HOLD
I'm doing a total makeover of my intrinsic strength model. By the next time I do another quarterly list, it'll be much better than when you guys saw it... |
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| jerZ07002 |
| quote: | Originally posted by atbell
You guys are both partly right.
jer has a good understading of the mechanisim by which the fed operates but Krypton is correct in saying that the fed is being far to interventionist right now.
The understanding of how the fed influences debt is also a bit prickly. Bernake is influencing debt through his over interventionalist policies. The release of money is causeing existing debt to get smaller as inflation sets in due to the increased supply of money. He's also encouraging people to hold debt by lowering the intrest rates so much.
This is just plain dumb. The open market opperations of the fed are hitting people who saved thier money instead of investing stupidly in things like realestate.
If I'd borrowed to buy a house I could never afford and just started to realize it now, my mis-calculation of risk would be softened by the lower intrest rates and the fact that my real debt is being eroded by inflation.
If I'd worked hard and saved my money to put a bigger down payment on the house I could afford I'd be screwed. My wages would be getting hit as they don't rise as fast as inflation, the money that I'd saved in the bank wouldn't be worth as much thanks to inflation, and it wouldn't be making as much thanks to dropping intrest rates.
This type of federal reserve reactionary policy is encouraging exactly the wrong type of behavior. It is keeping people who don't know how to calculate risk afloat while punishing those who erred on the side of caution.
Almost everything the fed has done in the past 4 months has been politically motivated imo. The republicans know that the only way they stand a chance is to make sure the economy is looking good come November. That's why Bernake has been tasked with the short term goal of bringing the books in order. |
that's a huge ongoing debate...how involved should the fed be. Personally, i think the fed needs to be involved in the market to soften downturns and regulate booming times. I don't think the fed has intervened too much, but that's all a matter of opinion. I certainly agree there is some political pressure to raise/lower rates, especially since bernake is up for appointment soon. |
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| Krypton |
| quote: | Originally posted by jerZ07002
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How's the FS spreadsheet working out for you? |
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| jerZ07002 |
| quote: | Originally posted by Krypton
How's the FS spreadsheet working out for you? |
i've been so busy with work and school i don't have much free time to research investments. probably in the summer. i like trading options, so i'll park some money in those, but as you already know, you need to understand the underlying asset to properly value an option. so it will come in handy in the future. |
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| shapes |
| Market was a big pile of today. |
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| guerra-monstru |
| So is BSC a good buy right now? |
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| shapes |
| quote: | Originally posted by guerra-monstru
So is BSC a good buy right now? |
It only dropped -27.12 today from 54 :wtf: |
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| Capitalizt |
| quote: | Originally posted by guerra-monstru
So is BSC a good buy right now? |
consider it a dice roll.... It could break down to $20 or pop up to $40. |
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| guerra-monstru |
| quote: | Originally posted by Capitalizt
consider it a dice roll.... It could break down to $20 or pop up to $40. |
But where do you think it will be going....back to $120? |
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