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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (99002)	1/4/2008 3:30:41 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 306849

Goldman: Expect 50 bps rate cut at Jan meeting. Possibility of intermeeting cut if major consumer spending down size surprise in the next 10 days.

To: patron_anejo_por_favor who wrote (99002)	1/4/2008 3:42:00 PM
From: Smiling Bob	Read Replies (2) \| Respond to of 306849

Will review NILE and DECK

To: patron_anejo_por_favor who wrote (99002)	1/4/2008 3:42:27 PM
From: yard_man	Read Replies (1) \| Respond to of 306849

Rimm, aapl, Baidu? Are the miners going to collapse in the last 10 minutes of trading?

To: patron_anejo_por_favor who wrote (99002)	1/4/2008 3:58:33 PM
From: Perspective	Read Replies (1) \| Respond to of 306849

Man, am I glad I'm not stuck long, trying to figure out what to do about my exposure. I'm racking my brain, but just to determine the best strategy to shift my remaining hedge from QQQQ over to Utes and Consumer Staples. That, and the Russel 2K position I put on for the holidays. Some "January effect" - LOL! I'm just trying to make sure my profits aren't eaten up in hedging, as opposed to attempting to staunch the bleeding like so many poor saps today. These are the days when I'm happy that I'm always a little early in my positions. It hurts a lot for weeks on end, but then when things really start moving, everything goes your way and you just give thanks that you didn't drink the Kool-Aid. `BC

To: patron_anejo_por_favor who wrote (99002)	1/4/2008 4:57:29 PM
From: TheStockFairy	Read Replies (1) \| Respond to of 306849

CMG around a P/E of 20 looks good. Dems some tasty burritos. With 1100 calories per pop you can feed a family of 4 lunch if you include a salad and a pear.

To: patron_anejo_por_favor who wrote (99002)	1/5/2008 4:05:46 PM
From: ChanceIs	Read Replies (1) \| Respond to of 306849

Piper Jaffray Says Crocs (CROX) Is A Double >>>Mother taught her boy to think for himself. Still, when Patron makes a suggestion, I scope it out - despite the Mohican Affair. Shorting fancy outdoor gear sounds like a nice recession play to me - or otherwise taking contrary positions to Piper. I will look further. That was a great list. Thanks. <<< 9:37 AM EST December 5, 2007 After Piper Jaffray conducted various site visits, it believes even more in the Crocs (Nasdaq: CROX) growth story. Piper reported accelerated reorders from retailers during this holiday season. Year-to-date through FQ3, Europe sales have eclipsed $135M. Piper Jaffray reiterated its Buy rating and growth thesis on Crocs and anticipates in-line FQ4 results and strong FY08 growth. Piper expects international markets to outgrow Crocs' U.S. sales, both as new styles are introduced and doors are added. Margins in foreign regions remain above company averages, further additive given favorable currency translation. Piper says shares are attractively priced for growth, trading at just 15x forward year estimates. Piper has a $82 price target based on 30x FY08E EPS. Crocs is a manufacturer of casual footwear and apparel.