SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Telebras (TBH) & Brazil
TBH 1.090+3.8%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Alfredo Nova who wrote (12329)1/25/1999 1:09:00 PM
From: Madharry  Read Replies (3) of 22640
 
Re your comments: I believe that UBB is also a good company. I have not seen anything since the DLJ recommendations or since I initially purchased shares in the high twenties that would make me think otherwise, I believe that this is a case of a well managed company victimized by an awful legislative branch and other macro-problems.
Similarly NE can certainly not control oil prices no matter how good the company is. I am a long term investor in both UBB and EMT and have no position in NE.
With respect to ML and other companies the yahoo thread on BDX (Becton -Dickinson)makes for facinating reading on the disadvantages that uninformed investors face in the current environment. I have never held any position in BDX so I consider myself an unbiased reader of the info and this summary is from the Yahoo thread without any independent verification on my part- approximately a week befor BDX report earning there was mysterious activity in the options market with a downward bias. The stock also started dropping. About three days before the announcement of results two brokerage firms downgraded to neutral and the day before results were released ML upgraded their rating. At the time one of the thread participants questioned ML's motives.
After the earning release the stock price dropped sharply amid concerns of less than anticipated revenue increases. At this point personally I do not believe anything but what the market action tells me. That seems to work more often than anything else.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext