< may I suggest that you buy LU puts for whatever time frame you think most appropriate.> Thank you Laura, but like I stated before I am not short lucky LU nor do I have any intention to do so. I am willing to pay over a 100 for them if the fundamentals justify it. Right now, I believe their PE is a bit high, and one way or another must get in line with the stock price for me to get in.
<Just look at DELL, CSCO , Yahoo, AOL, they continue to grow fast, and continue to show that the growth rate is below PE ratio for many years, If those stocks are just momentum play like you said, how can it last for so many years ?> Listen you, go and re-read my post. I addressed only CSCO as a momentum play. I believe I also mentioned that Dell has me confused. How did YHOO and AOL get into the picture? With the exception of DELL, the other 3 have had these high multiples for less than a year, let alone years. Once again you have shown your ignorance and stupidity.
<ed You are becoming an embarrassment to LU stockholders. for the sake of all, please refrain from personal attacks.>
Not only an embarassment to LU stockholders but a very poor representative of Silicon Investor. Idiot's like ed normally get the snot beaten out of 'em in grade school; when all grown up they usually end up going bankrupt and feel the need to constantly berate others to fulfill their own insecurity. He is nothing more than an illiterate soul trying to gain acceptance in everyday society.
After months of lurking on this thread, I decided to join in good faith. I felt that by asking serious questions, everyone would somehow benefit. To my horror, I ended up being attacked and abused by some clown who is not able to put, two grammatically correct sentences together. What a joke!
If anyone is interested in point and chart figures on LU, PE ratio analysis, gross margins, latest company sales data, etc., give me a holler and I will do my best. FWIW, Ben A's analysis has been right on. Kudos to him for a job well done! |