View Paulo Santos' StockTalks BY TICKER:
A,
AAPL,
AMZN,
AUD,
BIOF,
CIT,
CME,
CPI,
CRM,
E,
EU,
FB,
FCF,
GDP,
GMCR,
IDC,
LNKD,
MS,
P,
PSI,
S,
SHLD,
TTM,
USD,
VRNG
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Paulo Santos With the historical precedent, one would expect
MS to start getting hit on account of facebook.
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Paulo Santos: ... and article on the telegraph today claimed they had been stuck with more than $10 billion. Not likely.
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Jeremy Johnson: Heads would roll at the key banks if they got stuck with that much across the syndicate.
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Paulo Santos FB @ 37.10, wonder why they don't defend it right now since it would be easier than during market hours.
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dieuwer: FB now at about $34. Seems to me the "lifetime" of a tech IPO is now reduced to less than 24 hours.
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Paulo Santos: eheh, doesn't matter anyway, the market is doing fine. Having
FB is optional.
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anonymous#12: That's a $10B impact, too little, meaningless for a $15T Eurozone economy....
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dieuwer: So, we're going to choose high-inflation after all.
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Paulo Santos It would seem that almost every
FB share ended up in the hands of a flipper.
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danwslee: Not me, Etrade got me 50 IPO shares at $38. Holding it. But have to admit I was hoping it will do something
LNKD and flip.
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Paulo Santos Ok, here's something stupid I just did. I bought
BIOF on two grounds...
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danwslee: Can't be worse than trade I made while I'm waiting at dentist on my phone. Bought
ZNGA weekly call minutes before it crashed and triggered..
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Paulo Santos Uncle Ben needs to step in and buy some Facebook, for the good of the nation.
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Paulo Santos Thankfully
CRM didn't tank - after the market bounces I expect to go short there again.
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Joel M: Wash, rinse repeat. Why not?
CRM isn't going to break old highs. It'll come back down when the 'terrific, awesome' earnings buzz dies.
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ConvertClassic: Joel, the recipe is "take an awesome, two amazings, and a special, add water, and stir."
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mun2000: carefull oil do not follow gold if q3 will be in books oil will follow gold.it is just panic in
EU and people get out of paper
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dieuwer: I don't think Ben does care too much about gold because it is not in the
CPI. Oil and other commodities are more important.
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Paulo Santos Sentiment favors buying, should have an article on it out tomorrow.
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dieuwer: stock price to...breaking down as we speak.
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Paulo Santos "I have this fantastic idea, what you say one upgrades this 200
P/
E stock with declining earnings into a market crash?"
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Denny_Chasteen: Oh, okay, thanks. Notice
CRM inching up towards close. Some people thinking the money train is leaving the station shortly for a joy ride.
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Paulo Santos Natural gas has been giving chances to get in almost every single day. Probably mistrust regarding the rally.
May 14, 9:03 AM
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Hypnos7: Or sympathetic pain from oil and equities?
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Paulo Santos: Perhaps, but nice chances to get in nonetheless.
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Paulo Santos The
CRM cartel seems to have decided dropping that particularbubble.
May 10, 11:44 AM
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Joel M: Thanks Sunil; not good for
CRM. Market punishes when performance is sub par now, esp when priced for perfection. Can Benioff spin it though?
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Denny_Chasteen: Some mo mo is likely to get siphoned off by
FB chasers. CRMs recent climb back up is now on shaky ground. Closed out my puts. Reload?
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Paulo Santos AUD/
USD getting help from Australia's unemployment figures. Also helped other assets.
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Ian Bezek: Thank goodness. I got long AUDUSD last night and was quite nervous when we nearly took out parity during US session today. Way oversold
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Paulo Santos: I'm flat right now. So I hope it goes higher ... eheh.
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zzen: CRM is a good short. Just have to wait for a catalyst. They may play their accounting numbers game again and the street will buy it.
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zzen: Like
GMCR, At some point it will catch up, just don't know when.
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Paulo Santos The number of stocks crashing on earnings in the last few days seems higher than normal. Number of misses too.
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Paulo Santos A bit more of this at one can already look for some longs. For now I'll be looking at stuff that gains from nat gas going up.
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Jeremy Johnson: PEG is 56% nuclear. There are good reasons to prefer it over
EXC, but you'll have to consider your own views on the industry and valuation.
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Paulo Santos: That might be worth a look then, will try to do it soon.
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Paulo Santos Look at the
LNKD bubble go. Low float helps.
May 3, 4:23 PM
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Paulo Santos: It's a bias, there are studies on it, but it's not some kind of guarantee.
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