guliamo     www.marketguru.com/Guliamo       

Overview

Stocks

Stats

Community

Widget

Last Activity: Added VMW to bullish list on 06/28/08  Current Stock List: Symbol SP Sentiment Rating Return Since VMW -23.85% 06/28/08 ADBE +0.43% 06/25/08 AMD -34.78% 06/22/08 AMED +18.91% 06/21/08 ATW -54.68% 06/15/08 BHP -21.50% 05/15/08 RYN N/A +7.66% 05/11/08 CHK +2.16% 05/05/08 WFR -28.64% 04/09/08 CMI +10.53% 09/15/07 All-time Sectors of Interest ... View All > Opinion & Analysis Now's the time to buy VMW   about VMW   06/28/08 VMW is down 13% today because of Microsoft's launch of a competing software... Remember, this is Microsoft. A company that stole a few lines of code back in 1982 and cornered the young market on PC ... Adobe... especially these days..   about ADBE   06/25/08 I bought some ADBE on April 28th and though the market has slid some more since then, I'm up 11% on this holding. This is proof that there is no alternative to value investing. Adobe is a jewel o... AMD has been violently slashed   about AMD   06/22/08 Now there is a good reason for the price slash.. management has performed miserably.. but a loss of 80% to share value is an over shoot. This is still a market of two players (AMD and Intel) and AMD is Buying AMED   about AMED   06/21/08 These guys are on a shopping spree, buying out lots of old age homes... there is a great advantage to size in this industry and AMED are implementing the right strategy.  besides good management t... Buying atwood   about ATW   06/15/08 While energy stocks are going through the roof and energy producers having a ball, Atwood Oceanic is my recommendation for a great stock to compliment your energy position. During the gold rush days...

Discussions

Re: Bookkeeping: Adding to Goldman Sachs (GS) & some Stra... 07/18/08
I went with a triple whammy position. equal shares of ETFC, JPM and GS - looking good so far.. a nice long bounce back seems to be in the cards. http://www.marketguru.com/guliamo

Re: Cramer on BloggingStocks: JP Morgan made a huge mistake 07/18/08
Cramer is very wrong. JPM got 20 billion in government guarantees for the deal and a few extra buildings in down town Manhattan to boot. The deal is sweet! http://www.marketguru.com/guliamo

Re: ETFC 07/18/08
let's not forget they sold their Canadian business and are still bleeding pretty badly from giving away their money in bad loanes. I don't think they will see 20 any time soon but with a bit of luck they will double over the next 6 months. Good conversation on this, if you are interested: http://www.marketguru.com/opinions/naked-shorting-now-improper/1002,977

Re: WB going north from here on 07/18/08
I don't see this happening... media companies? where's the beef? They need to diversify their business if they want growth. Thousands of channels and nothing on isn't where future growth will be coming from. I worked with these guys once.. they have no approach to the on-line world so I'm not to bullish on their chances to take a good leadership position there.. http://www.marketguru.com/gul...

waste services looking interesting.. 07/18/08
this stock has seen a recent hike.. fundamentals are good. http://www.marketguru.com/opinions/waste-services-being-accumulated-consolidated/1002,932




People Following guliamo ...

Iravemp Analyst  7 %

nomad Analyst 27%

NoMoreRamen Sr. Analyst 64%

guliamo is Following ...

Stock Market Beat Principal 22%

Zacks.com Tracked Blogger 50%

Henry Blodget Tracked Blogger N/A

Friends of guliamo ...

Jonah L Principal N/A

Don Synstelien Associate 27%

John U Analyst N/A