just stay nimble and dont get locked into one train of thought...I know you are a DELL HEAD..but at least be a nimble Dell Head...
As for being a DELL head, I would not say so... back last fall, I was an INTC dude..
I am a believer in any stock that trades strongly in both directions and has market share, and kicks earnings..
I would say that WMT, KO, LU, MSFT fit that group for the most part..
I like to follow splitters too.. like LUV...
And did Chris ever say that it was the NAZ in large, or did he say the NAZ 100? Very different to me..
And to be honest, last time everyone freaked on DELL dropping, I got out.. I lost out too..
I am sticking it out, until somthing comes from the company or I see the market freaking..
Not spitting in the wind.. just sitting in my raincoat fighting the wind..
And the CSS sells/buys have been very accurate, but not perfect.. Again, if he had that sell after earnings, I would be flying out of my position.. But from all the press I have seen, and I try to catch as much as I can, DELL hasnt changed anything, its margins seem intact, it is gaining market share, and the Co is confident with estimates. That plus the entire state of TX loves Mikey..
The second DELL lowers estimates, or states forward looks arent as good, I will join you in the clubhouse..
Stubborn huh? :} |
