Stocks!

#2
#2
i wouldn't invest in gold the dollar is due for a rally. and i don't buy this theory that commodities are somehow going to continue to rally if we go into a recession.

banks are cheap i like C, WFC, BAC, ZION, NYB, MER. all trading near historic lows in price to book and cash flow.

also like CX (mexican cement company extremely cheap on a cash flow basis), ADBL (leader in audio books for mp3 players), RPF (close end reit fund), AIV and EQR (apartment reits), NE (rig company with 90% of future rigs preleased), PHM (homebuilder trading .5 times book), MATK (leading providor of plant based DHA for food and baby formula) and CAG (food company with huge brands).
 
#4
#4
droski said:
i wouldn't invest in gold the dollar is due for a rally. and i don't buy this theory that commodities are somehow going to continue to rally if we go into a recession.

banks are cheap i like C, WFC, BAC, ZION, NYB, MER. all trading near historic lows in price to book and cash flow.

also like CX (mexican cement company extremely cheap on a cash flow basis), ADBL (leader in audio books for mp3 players), RPF (close end reit fund), AIV and EQR (apartment reits), NE (rig company with 90% of future rigs preleased), PHM (homebuilder trading .5 times book), MATK (leading providor of plant based DHA for food and baby formula) and CAG (food company with huge brands).
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I Though I did research did you do all this,appairently> or in a class?This is great.I'v just made a ton on metals!
 
#7
#7
droski said:
i wouldn't invest in gold the dollar is due for a rally. and i don't buy this theory that commodities are somehow going to continue to rally if we go into a recession.

banks are cheap i like C, WFC, BAC, ZION, NYB, MER. all trading near historic lows in price to book and cash flow.

also like CX (mexican cement company extremely cheap on a cash flow basis), ADBL (leader in audio books for mp3 players), RPF (close end reit fund), AIV and EQR (apartment reits), NE (rig company with 90% of future rigs preleased), PHM (homebuilder trading .5 times book), MATK (leading providor of plant based DHA for food and baby formula) and CAG (food company with huge brands).
Click to expand...

If the Fed cuts say 1/4 or even a 1/2 of a point next week, dont you think that will send the dollar down a little more? I know it has taken a hell of a beaten but just saying.. :dunno: (I think a 1/4 myself)
 
#10
#10
myrobbins7 said:
If the Fed cuts say 1/4 or even a 1/2 of a point next week, dont you think that will send the dollar down a little more? I know it has taken a hell of a beateoreoren but just saying.. :dunno: (I think a 1/4 myself)
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This sounds right to me, Housing taking a beating.America is taking a beating.:dunno:I think you are a female :DUNNO: NO OFFENSE!
 
#15
#15
myrobbins7 said:
If the Fed cuts say 1/4 or even a 1/2 of a point next week, dont you think that will send the dollar down a little more? I know it has taken a hell of a beaten but just saying.. :dunno: (I think a 1/4 myself)
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I think it's priced in. only 1/4 point and I'd say the dollar rallies. my bet is 1/2 and an even bigger discount rate drop. 1/4 point to me shows the fed is not on the ball.
 
#17
#17
droski said:
I think it's priced in. only 1/4 point and I'd say the dollar rallies. my bet is 1/2 and an even bigger discount rate drop.
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Yeah, you might be right. They are starting to push more and more for the 1/2 it looks like. I like to bet safe so i just say 1/4.
 
#23
#23
droski said:
i wouldn't invest in gold the dollar is due for a rally. and i don't buy this theory that commodities are somehow going to continue to rally if we go into a recession.

banks are cheap i like C, WFC, BAC, ZION, NYB, MER. all trading near historic lows in price to book and cash flow.

also like CX (mexican cement company extremely cheap on a cash flow basis), ADBL (leader in audio books for mp3 players), RPF (close end reit fund), AIV and EQR (apartment reits), NE (rig company with 90% of future rigs preleased), PHM (homebuilder trading .5 times book), MATK (leading providor of plant based DHA for food and baby formula) and CAG (food company with huge brands).
Click to expand...
You watch Mad Money don't you?
 
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