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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?


To: Dave Gore who wrote (12649)9/20/2002 10:12:22 PM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 16631
 
Dave, good note. Perhaps you should have included the post from Yahoo about how easy they can take down any stock they choose (by mass collusion).

Bruce



To: Dave Gore who wrote (12649)9/21/2002 12:45:55 AM
From: mishedlo  Read Replies (2) | Respond to of 16631
 
Dave I do not agree with your letter (except perhaps AKLM).

ACF was a POS from the beginning.
ACF remained a POS on the ramp job.
ACF is still a POS.

You need to get off this board and look around.
The Reaper did an excellent analysis of it and fully expected it to go to ZERO based on fundamentals and problems in the sub-prime sector.

All of those companies are are gonna get KILLED.
We have just started this phase.
MXT and PVN were just the first.
This does not take genious work.
You just have to listen.

With ACF the problems were known, the companiy lied thru its teeth and the bears saw thru it.

When it comes to tiny stocks like AKLM you may have a point.
With ACF the facts were easy to find if you cared to look IMO.

IBM GM and "low PE" companies like that are gonna get CRUSHED due to pension funding and other problems. COF is a sub-prime disaster. So is HI. All these are "low pe" stocks.

Every one of them is gonna get killed.

S is a solid short.

There are plenty more.
You always believe the liars rather than the bears.
The bears have it straight and you never believe them.

M



To: Dave Gore who wrote (12649)9/23/2002 3:31:41 PM
From: marginmike  Read Replies (1) | Respond to of 16631
 
Did you ever think people figured out that in a recession marginall borrowers would default? Maybee instead of looking at numbers you should use your brain a bit and think! Like how housing stocks will get smoked next. I promise I have NO INSIDE INFORMATION. I just use my head instead of reading nonsense and looking at past performance and propjecting it forward. I was short ACF and unfourtunatly covered at 30, and frankly on any bounce id short any credit based business cause they are all in trouble.



To: Dave Gore who wrote (12649)9/26/2002 11:38:23 AM
From: SouthFloridaGuy  Read Replies (2) | Respond to of 16631
 
Ridiculous letter. Maybe you just can't read footnotes.

Subprime is always the first to go. I was short ACF in the 40's and Fannie in the 80's. I remain short on ACF until it goes to 0, no executive needs to tell me that. I remain short MTG. Write this down and save it and call me in 6 weeks and watch my portfolio double.

Don't blame hedge fund managers just because they do their homework. Call the suppliers, channel checks, and analysis of the FUTURE instead of backward looking financial statements which mean didly squat in a deteriorating macro environment.