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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (53128)	8/8/2011 4:18:45 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95617

All 500 Stocks in the S&P 500 closed down today. Every one of them: barchart.com It's time to make out a wish list again for stocks worth owning for future gains. Maybe a dividend group and a high beta group as well. But someone tell me please to do this in increments, over time, with a clear plan for wholesale entries only once a bottom forms rather than attempting to catch falling knifes. Glad you enjoyed the Johnny Cash Don! RtS

To: Donald Wennerstrom who wrote (53128)	8/8/2011 4:39:13 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (2) \| Respond to of 95617

Today has been quite a day on Wall Street, but I would like to go back in time to last Friday and the month of July. I was curious to look at the stocks from the Group and SOX that reported 2nd quarter earnings and see how they responded to changes in price from the beginning of the reporting period to the end. To that end, the beginning date was set at 1 July and the end date was set to last Friday's close on 8/5. Results of the reporting period have been shown previously in post, Message 27549767 The table below has been sorted by price percent change from the start and end date. The interesting part is to look at the percent change of the actual data to the estimated data for each stock. The percent numbers do not compare to the price action at all. Up and down the table the numbers seem to be quite random. CYMI and TER in the middle of the table had very nice surprises, but the stock price is down 25 and 22 percent. STM had a -33 percent surprise and is in next to last place in the table which seems to be reasonable compared to the rest of the stocks and their performance. However, WFR is in last place with a loss of 35.4 percent while beating their estimate by 383 percent, by far the largest positive surprise in the table. Must be something going on here that is not understood by us mere mortals, but abundantly clear to the market?