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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (24404)1/11/2005 8:39:21 AM
From: Oblomov  Respond to of 110194
 
Jim Cramer calls his favorites "GERQY":

stockcharts.com|B

On thestreet.com, he was touting them late last week and said that one would have to be crazy not to be a buyer here.

I took that as my cue to short the QQQQs.



To: russwinter who wrote (24404)1/11/2005 9:36:05 AM
From: redfrecknj  Read Replies (1) | Respond to of 110194
 
Talking about Google: Google insiders have been selling a lot of stock. Google’s Page, Brin and Schmidt sold $125 million in the secondary offering that accompanied the GOOGle IPO.

Lately these three Google insiders even announced an 18-month plan to sell a total of 16.6 million shares, as well. And at a current price of $195 per share, these insiders will take off the table another cool three billion, two hundred and thirty seven million U.S. bucks. Only in America.

So powerful is the insider selling at Google, that even Page and Brin’s college prof sold something like $30 million in the original secondary, and has maybe 15 to 20 times that left over for a rainy day.



To: russwinter who wrote (24404)1/11/2005 10:08:09 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 110194
 
russ, what's your view on the attractiveness of GOOG puts vs. a straight short of the stock? (PS. i just took an initial short position.)