InvestorGeeks

Expect incredible earnings from Google’s next earnings call.

by Jason

I originally posted this on the Google Finance discussion boards and then though I’d fix it up a bit before posting… but well anyway…

I was bearish on Google before the last earnings call.

I felt that Google would miss some numbers due to recent changes
they’ve made in the “clickable area” of their ads and their PageRank
formula. Both changes were good long term (since they’ll help combat
click fraud and spammy publishers - and generally increase the quality
of the ads). But the changes came with some immediate cost to the
bottom line in the short term.

I am now bullish on Google for the same reasons. Or really because (1)
it wasn’t that bad and (2) the long term is already here.

Why I Do Not Like Commodities!

by Christian

Today was a great day for equities, but a horrible day for commodities and gold.

Gold futures dropped more than 3% Tuesday in a broad-based commodities sell-off, as strength in the U.S. dollar exerted heavy selling pressure on the precious metal.

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Pete Najarian of Fast Money You Are Playing With Fire

by Christian

I guess it was about a week ago Pete Najarian on Fast Money said that he kept his Apple shares, but sold 140 April calls for 9 dollars a piece. When he said that I thought he was crazy.

How did it play out? Not so good folks. First he sold the options at 9 dollars and for a very short period he was right as the option went down to 6 dollars. But then Apple came back with a vengeance. (Note Apple might still drop..)

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Don’t Bet Against the Market

by Christian

My wife and I went to apply for a mortgage as we saw a piece of property that interested us. Considering that I am always interested in knowing the state of the market I asked the mortgage broker how business was.

She said, “we are really busy right now.”

I looked at her and asked, “how come?”

She replied, “no idea, but it seems people are getting it into their minds to buy.”

Of course there is a spring effect and that now is a time to buy due to seasonal effects.  Though what was interesting is that she said that they were really busy, as in, “wow we have not been this busy in a long while.”

Remember that this is the Swiss market we are talking here. Though three weeks ago when I was in California I had a chance to talk to the locals and they said many people were thinking of buying.

What this tells me is that you should not bet against the market, and I wonder if maybe now might be a time to buy stocks like Home Depot.

The World Has Changed (2)

by Christian

On March 17, I said that the world has changed. I wrote.

I will not keep you in suspense, but the world changing event is the fact that the Fed has allowed investment banks to come to the Fed bank teller for money. That has changed everything. What this single action means is that investment banks will be able to tidy their bottom lines, letting the market recover. Though it also means investment banks will have to allow themselves to be regulated.

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Arm Chair Politics On Europe

by Christian

When I invest one of the things that I do is get feedback from the locals. If I am investing in Latin America I get a local contact that gives me the lay of the land in South America. I happen to be lucky because I have family that lives in South America, North America, Europe, and the former Eastern Bloc countries.

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Is Volcker An Example of Historical Revisionism!

by Christian

Via Long and Short.

And you know it hurts my feelings, if nothing else, that the Swiss franc is worth more than the dollar.
-Paul Volcker in an interview this week with Charlie Rose

Yes the famous Paul Volcker who brought stability back to crazy America. Volcker was in office from 1977 to 1987, and to be fair let’s see how well he did against the Swiss Franc.

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A Worrisome Trend With Companies Like Porsche, and General Mills

by Christian

I have been watching a trend among companies that has me deeply concerned. It has me so concerned that I wonder if we are not about to hit a second bubble?

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Yeah, I’m posting, what’s it to ya?

by Steve

Christian’s posts over the last few days and an article about Warren Buffett got me thinking and I think it’s time for a post to the good ol’ Investor Geeks. I think the morons on TV have gone on long enough and I think we Investor Geeks are on the same page, so listen up!

The State Of The Market

by Christian

Up, down, up, down it would seem that the entire market has gone nuts. I have also taken my time to post a blog entry talking about the state of the market. Part of it due to a cold I was working off, and other part is that I am busy finding buying opportunities.

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