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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (24902)	4/4/1999 1:14:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Dear QCOM-- I appreciate your advice but let me speak my heart out to you. I beg your pardon for some submissions, I wish you would have added a single line on the merits of QCOM, yes I know it is going higher and higher, but I don't host this thread as a bystander, I see to it that this thread maintains highest standards for returns within universe which I think has got revenues, I am old fashioned guy that utilizes the derivatives to make returns on speculative stocks but i also recommend that all these investments should not exceed a certain portion of one's wealth , I do see Globex higher and NDX breaking the old highs I also understand what does breaking an old high means but so do I understand my responsibility as a host of this unique outstanding thread. Responsible and regular contributors have made many a suggestions, and we have made decent returns on speculative excesses or binges, we don't like to miss excess. That is a difference between this thread and other's, however we do understand that involving in this kind of trading has its downside too. QCOM can go to 500$'s I don't care but I would like analysis with your suggestions why and how do you think anyone should invest in it. Just a simple courtesy to investors here! I have highlighted the problems many a times, I wish I never would have to write this but when four letter words start appearing on this thread it is the time to stop it and say enough is enough. I don't prescribe hyping like I don't allow dumping on this thread. I can afford to write this as we are on 1310 on SPM but it will hypocritical to write this if we are at 1720 on NDX. For me, I have a very high standard of analysis on this thread. The last thing I would like is to some one trivialize my two-year efforts with a four lettered word. Rather, I would like no one to promote a stock, if they have to just write the symbol. For me this is important that I maintain this thread in a manner that when market is down to 1720, I can walk up on this stage with my head high, when I take the shit on this thread I run this thread on a certain basic principles and the first one is cut extraordinary hype and cut extraordinary gloom, take what the market gives you, don't superimpose your non-sense on the market and learn from it, no one's model is good enough to project where we go from here, we may be on 1470 my target or 990 my other target my job is to make money which ever side it goes and lot of money too. gg may I request you to give me a benefit of a valuation model of this stock how do you evaluate it? Know your stock well before writing about it on any public forum. I have become assertive as I have seen a good Ike gets stick or shit thrown anyway, I have my record that is unprecedented. I am not to going to now surrender to few non-sensible four letter symbols. That is not something I thought this thread would ever become. For those who think that stock market is about one way big time investing in speculative stocks only,, no it is about a well designed program of investing where old fundamentals still apply, anything which goes up comes down, use always a hedge when trading internets, like long individual stocks but some puts on DOT or IIX.. out of the monies. Micro caps and exotic stuff should never form more than 5% of your exposure take it and remember my advice from Dutch tulips to many a delusions 'gurus' have tend to think this is a different this time. To base a valuation of AMZN on 10% of total global sales of 100 billion and expecting a margin of 7% so asthe net profit are 700 million $'s and than capitalizing those $'s equivalent to a multiple of 50 like DELL is nothing but exotic investing, I deal with few of these stocks and I am long in them but I have sold some out of the monies DOT calls and purchased few DOT puts so as to make money if the dam breaks.. Remember at the end of the day market excesses are penalized very heavily we have been in CSCO's SUNW's and TXN and INTC and NOK.A's and we will like to see that any stocks which are fundamentally weak has to be properly understood and risks highlighted. Maniac money making exercise and one's exposure has to be limited, never short these stocks never sell puts on these stocks rather only buy out of the money calls and always some out of the money puts, the best would be at DOT 750 if we see sell 850's of DOT out of the monies and buy 650's of DOT out of the monies puts.. I see a lot of value in JPN but looking at this huge moves on Friday, I finally took Softbank second tranche profits. I bought this stock at 61 highlighted it here, made a great profit but on whole I see that basic valuation models of all the analysts covering these stocks are highly suspect. I am reading them and has no qualms to highlight these. I am in them to make most of other people foolishness, but do look at the trades I am proposing, long the darn thing but get your money out and on top of it hedge your exposure by selling some out of the money DOT calls and buying the puts from proceeds. I like to warn the thread about this issue.. I have maintained over two years period a tight decorum on kind of stocks I will like to highlight. Internets are something I want to highlight as highly speculative exercise and will maintain a very low exposure. I do have AOL/AMZN BRCM YHOO but I keep replacing my calls with out of monies. I think this mania can go higher and since I have entered at a pull back I will like to maintain some presence however I have limited my exposure to very little but very profitable. I will profit a lot if they move any side, I am also lightening up on my exposure on SOX if the thing breaks 360 anytime within this move, I am also highlighting BKX necessity to break 855 for a coherent move above 1330.