Jiesen tries to take over the world

[spikefader]

billyjoe

Hey a combined teams TA/FA showdown would be fun. I'm in.

[New-born baby]

Tm

NB, You nut!! lol

Forgive the greyscale! clicked the wrong button lol

It's going to pullback before it move higher--I hope!

[New-born baby]

Done

Jiesen,
I am short TM at $89.03.

I have a piece of chocolate cheese right here that says I can pick up at least $2 off this one within a couple of weeks or less.

Hey, I'm up .05 already! Only $1.95 to go!

Covered at $87.60.

[jiesen]

Covered at $87.60.

Good job on the TM short!

http://biz.yahoo.com/ap/050927/japan_auto_production.html?.v=3

First bad news from TM I've heard in awhile (besides recalls). Production is actually down 10% last month.

[New-born baby]

Bad news

Good job on the TM short!

http://biz.yahoo.com/ap/050927/japan_auto_production.html?.v=3

First bad news from TM I've heard in awhile (besides recalls). Production is actually down 10% last month.

I didn't hear the news. I just saw my chance, and took it.

[Runner]

No i actually mean BVF, I think I was looking at both and blended the symbols LOL

BVF looking pretty good!!

[jiesen]

You know that if the fed says it, it must be true!

I'm REALLY liking my FNM puts now:

http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh19842_2005-10-04_21-54-54_wat004110_newsml

[dmk112]

Covered at $87.60.

Hey that's not $2! Good going...

[jiesen]

Getting as much as he did out of shorting this beast:

http://finance.yahoo.com/q/bc?s=TM&t=3m&l=on&z=m&q=l&c=

was a miracle. Many other shorts lay along this road dazed and confused at what just hit them.

[jiesen]

bought FRGB

with great numbers out today, and a near 10% dive, (20% off the $$MM price!) I figure FRGB is too good a deal to pass up right now. So I bought an additional ~1% position in FRGB at $73.

Read the FRGB financials posted today- they're fantastic!

[billyjoe]

You're right , Jiesen, however, fear of the future California real estate market must be strangling FRGB. Any other explanation?

billyjoe

[jiesen]

You're right , Jiesen, however, fear of the future California real estate market must be strangling FRGB. Any other explanation?

billyjoe

I agree, however fear=opportunity. FRGB will breathe again soon.

[billyjoe]

Jiesen,
Sorry to bother you during another work break, but when this whole interest rate thing sorts out don't you see some other banking groups that will recover before FRGB and commercial real estate lenders?

billyjoe

[jiesen]

recover from what? FRGB is doing just fine. Just because the price drops doesn't mean FRGB is doing any worse right now. It just means investors are scared, because all they see right now are the housing bubble headlines. This will pass soon, and people will move on to new things to worry about.

Sure, there are probably plenty of banks which will do better, but I am sticking to my limited circle of competence in stocks I've done enough DD to buy.

[New-born baby]

Ultra Fantastic

with great numbers out today, and a near 10% dive, (20% off the $$MM price!) I figure FRGB is too good a deal to pass up right now. So I bought an additional ~1% position in FRGB at $73.

Read the FRGB financials posted today- they're fantastic!

Read the financials of HOV, TOL and KBH. They are fantastic, too. But I've been burned enough times to try to wait until I see a bottom on the chart. Double bottom. STO crossover at the 20 line.

OH NO! I FORGOT! YOU'RE A FA GUY!

Jiesen, I wish you the very best. You are a great guy, and a great bottom fisherman while on the clock