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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Nemer who wrote (53030)	8/24/2007 7:22:26 PM
From: Beachside Bill	Read Replies (1) of 53068

Nemer, promise not to go into Religion or politics again on this thread... just wish the other side would do the same and quit trying to convert me. (unless somebody brings it up to me...directly or indirectly) Hey, how about that Sue last winter. She could pick the best performers of those speculative stocks in the late 90's. Wish she would post again. I know she would say AAPL 500% ago, while I would say no staying power with its' proprietary ways. ie. can't replace batteries, music downloads non transferable to other devices( no... that is the Microsoft one... big plus there for AAPL), and that BMG play(LMAO). Strange, you can buy MP3/4 devices that do much more for half the price...amazed. Wow... AMZN back to the 80's... and back short again. Maybe this next time it will stay down. Fact is still the best play over the few years will be oil stocks. It is called world supply and demand. The only thing keeping them down is there valuation to equity. XOM can get away with the 4.5x to book but non blues and mediums can't sustain it. Some down a bit too much given their hedges from a few years ago. More to come off over the next two years and that should end that part of the repressed EPS. This is what you get with globalization...China and India (1/3 of the world population) running up basic nescessities like gas and milk. On the radar scope... I think Turkey will invade the Iraqi Kurds that are becoming too powerful for their comfort. Just my opinion Beachside Bill

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