Lucy PAINTER,
Now that is a name.
For those who do not know, Lucy has been one of the biggest bulls on the PC box makers for some time.
For those who have not been following Lucy's work on an ongoing basis,
She would put out wildly bullish reports and say there was no risk.
In her last report, before today, She mentioned for the first time that there were some risks going foward (this was a big departure from previous risk assements from her).
I think I mentioned something on this in one of my posts, but everyone ignored me and her risk comments because no one wanted to hear that.
Lo and behold, the biggest bull on the box makers is getting cautious. While she did not downgrade the stocks, she did cut EPS ## going foward.
FTR, That is bad.
Look for a stock downgrade to come, Wildly bullish, to a little cautious, to cutting EPS ##, then what ?
Well I covered a little, and the puts I put out on thursday, if exicersied will put me back to full, @ a higher cost basis,
So lets see what happens
Good day to all
Jim
PS not directed @ Rosemary |
