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Questions asked and answered by COHEN

Posts by COHEN

Q: For some broad exposure to staples, are there any opinions on IYK and KXI? IYK
does have exposure to some economically sensitive names but its still dominated
by staples.
Asked by Cohen - 6 months ago - 1 answers - 50 views
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A: Cohen..do you know what I was doing 3:00 am this morning..learning about Cash v book
taxes...lol..thank you. For these 2 ETF's, I can be wrong but they hold so much of the
samething...with MO, PEP, KO and PG making up about 30% plus or minus of each holding.
Those companies like to trade together so you are exposing yourself to risk..vs building a
basket of defense with companies you can control..example KO and PEP had such high numbers
a couple of weeks ago you knew there had to be a pull back...with the etf you don't have
that control..but that is just my thought..Nymph more
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Q: Jim, I'd really like your opinion on this because I think it would help the
community here and be great for discussion. I'm with you that the contraction in
appetite for, the extinguishment and destruction of credit is deflationary. I
also think that the Fed should be cutting rates (as they are) since the economy
is clearly slowing and potentialy (maybe already is?) heading for a recession.
But why do you think that agressive cutting would increase the demand for
credit, especially among consumers, where some are already over their heads. The
risk aversion is quite extreme and I'm not sure huge cuts will alleviate it, in
the near term anyways.
Asked by Cohen - 7 months ago - 5 answers - 54 views
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A: without a large infusion of jobs , this is what we will see on a daily basis in the
market. the interest rate is based on unemployment and not inflation. and as i see it with
lousy job # we will get a cut. and i'm in the beleif that this time it will be 50 basis
pts. chris more
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Q: The best part is when I'm trying to give a detailed answer and it hits me with
the auto-refresh. Also, what is this typing box all about? I appreciate the
effort but this is horrible.
Asked by Cohen - 8 months ago - 7 answers - 136 views
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A: I come back to this site numerous times a day and I'm trying to give it a chance, but
everytime I come back I think I hate it more and more. This format is just horrible I'm
sorry. I don't understand why they changed such a good thing. I hope James reads these
comments and changes it back. more
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Q: Celgene is acquiring Pharmion for $2.9B. They've partnered before and PHRM seems
to have drugs approved and in development that compliment CELG's current
portfolio and pipeline. What are the pickr's thoughts?
Asked by Cohen - 9 months ago - 3 answers - 344 views
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A: I went back to take a look at holx and ima. both stocks went down after the acquisition
announcements. I woul wait until Wednesday to start a position.

Holx opened down 4.5% and that was the high for the day. Dropped down to $51 before coming
back up to close at $54. It dropped back down to $51 the preceeding days. That was the
lows until the August correction. more
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Q: ETF question: I'm a big fan of Brazil and have owned some Brazilian stocks in
the past but now I'm interested in the EWZ, which is an all-Brazil ETF. There's
also the ILF, which is an ETF of Lat. Am. stocks. Several of the companies in
the EWZ (like RIO and PBR) are in the ILF but the ILF has other high-quality
companies from that continent like TS. If you could only pick one of the ETFs,
which one would you guys choose? Thanks.
Asked by Cohen - 9 months ago - 1 answers - 319 views
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A: I'm sure you have done better research than I have on this. Finally, I went with my
intuition and sold ILF doubling down on EWZ. I think, and this is the subjective part of
it, that Mexico is more directly tied to the USA economy even though it is quickly
becoming a more prosperous country and developing a middle class, that Brazil's growth is
less dependent on the USA. Brazil is the size of the USA and has deep resources that the
world needs and the political risks are minor since the country is again developing a
middle class where doctors can make a living. more
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Q: Other tech earnings: WFR turned in a great quarter too and is up around 10%
after-hours as well. Anybody else here a shareholder and happy? Oh, and congrats
to the MSFT shareholders, that's some good stuff.
Asked by Cohen - 10 months ago - 2 answers - 95 views
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A: About time!

I have been a shareholder since March. I have watch stock after stock runup. I have
listened to every conference call and watch the tech sector run, oil hit 90, solar stocks
run, PC sales explode and I am sitting here thinking that these guy should be printing
money! I think that the power accident at one of the plants put them behind a bit but I
was like, everything negative has to be in this stock! Glad to see it finally have its
day. I am also glad they had a buyback in place. This stock resisted the major sell-offs
in the market. more
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Q: Liz Rappoport from Realmoney is reporting that there is a rumor about a Fed
discount rate cut prior to the meeting next week. This might be the cause of the
rally this afternoon. I guess we'll see if its true.
Asked by Cohen - 10 months ago - 1 answers - 57 views
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A: sorry for the double-post, I didnt think it came up the first time more
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Q: New Question: Liz Rappoport from Realmoney is reporting that there is a rumor
about a Fed cut in the discount rate before the Fed meeting next week. I guess
that caused the rally this afternoon, we'll see.
Asked by Cohen - 10 months ago - 0 answers - 35 views
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Q: What sites or resources do you guys use to look at charts?
Asked by Cohen - 11 months ago - 1 answers - 100 views
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A: Most of the time, www.stockcharts.com.

if I want to look at historical PE in a chart, I go to bigcharts.com

If I want a very long timeframe (10 years or longer), I use the charts at yahoo finance. more
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Q: Helene Meisler, in her RM column, talks alot about market internals like
breadth, new highs, new lows and things like that. Does anyone have a good
source for that kind of information?
Asked by Cohen - 11 months ago - 5 answers - 120 views
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A: I meant, go to tradingmarkets.com, and they have a daily recap.

there are many other places as well. more
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