Time to buy

CFA General
#1

?

#2

The credit market needs to substantially unfreeze before I would start investing broadly across the market. There are a few good names out there that have been hammered in the last 3 months but will surely weather the crisis. Some of the stocks I’m watching: AAPL, POT, GS, RF, RIMM, and a few others. I never thought I’d see Apple below $100 again. Value investors have to be drooling over their keyboards right now.

#3

Agreed on the drueling. Also salivating over some of those Div yields. T and MO just to name a few.

#4

TED spreads are still too high. They need to start coming down to see real buying opportunity.

#5

I think we still have a lot of short term downside fwiw…980 S&P

#6

Chuckrox8 Wrote: ------------------------------------------------------- > The credit market needs to substantially unfreeze > before I would start investing broadly across the > market. There are a few good names out there that > have been hammered in the last 3 months but will > surely weather the crisis. Some of the stocks I’m > watching: AAPL, POT, GS, RF, RIMM, and a few > others. I never thought I’d see Apple below $100 > again. Value investors have to be drooling over > their keyboards right now. I’m not so sure about RIMM, but AAPL is definitely one I’m watching. Another one I’ve been keeping an eye on is STP.

#7

Soon iPhone ripoffs with google OS will be a dime a dozen… Then what?

#8

i have only heard of bill cara of billcara.com say that the secular bear market is over and a secular bull is on the anvil.everyone else seems pessimistic

#9

I respect Bill Cara’s views very much, but I think he’s going to turn out to be wrong here. Nevertheless, my bearish view on guard.

#10

virginCFAhooker Wrote: ------------------------------------------------------- > Soon iPhone ripoffs with google OS will be a dime > a dozen… Then what? cant recreate the user experience of the integrated OS and hardware. android is probably a year away from really challenging and where do you think mobile OSX will be by then? AAPL is a buy, just maybe not quite yet because of the market, not because of the company