Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Max90's LINK STORAGE to stock quotes -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (3806)	11/22/2008 1:05:53 PM
From: LTK007	Respond to of 3906

We are on the same wavelength with that last post of yours CG.:)Max p.s.i now need to deal with PayPal that is refusing to recognize me, and if i can't figure out why i not get Faber's newsletter. It is renewal time but PayPal, you are not you , your info does not match our records. Machines!! If they erase you you no longer exist--o my:) Have TSR in my e-mail, but before going to it, i know it won't include friday's close as it was received by me at 2.43pm friday, just as the explosive run was getting started.

To: Crimson Ghost who wrote (3806)	11/22/2008 1:25:28 PM
From: LTK007	Read Replies (1) \| Respond to of 3906

Here is the brief intro to this weeks TSR, get to the PDF later. ************************************* The Next Shoe by Gregory Spear Executive Summary Welcome to the Age of Austerity and reduced expectations. Consider yourself lucky if you can avoid the traumatizing drama that accompanies such a paradigm shift in a consumer-oriented society. For example, twenty-six well-known retail outlets are closing more than 1000 stores over the next three months. Citigroup, the former heavyweight champion of finance, is now a puny $25 billion company that might not survive the weekend. Meanwhile, the commercial real estate sector has been a bastion of stabilizing influence as the residential market implodes. That's going to change next year and there is derivative risk from leveraged loans, as well. This may represent a second shoe in the credit crisis, which may be why banks are no longer lending in the sector. Commodity-related stocks have been crushed partly due to well-justified recession fears, but also from forced selling by leveraged hedge funds that were too concentrated in the sector. We think the capitulatory action in names like Petrobras (PBR) and Southern Copper (PCU) is creating compelling value. PBR is priced as if its reserves were worth about $2/bbl, and PCU is likely to benefit from the massive infrastructure buildout in China over the next decade. ****************************************************