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Last Activity: Removed SNDK from bullish list on 07/22/08  Current Stock List: Symbol SP Sentiment Rating Return Since SRS -22.44% 07/10/08 YHOO -10.73% 06/22/08 DJP -15.96% 06/22/08 UNP +8.12% 06/22/08 DT -7.35% 04/28/08 VZ -1.50% 03/05/08 XOM +15.95% 01/12/07 SU +66.03% 01/12/07 AAPL +81.65% 01/12/07 RIMM +187.01% 01/12/07 All-time Sectors of Interest ... View All > Opinion & Analysis Buying the value and the rumor.   about SNDK   07/21/08 Sandisk announces earnings today.  They're going to be so-so. But, with so much value already taken out of this security, it seems ripe for there to be a bottom around here somewhere. ... On Strip Malls, Strip Mining, and Strippers   about SRS   07/10/08 [ The soundtrack to this post is  available here: http://underheard.org/~toxic/sp/srs.m3u   I highly suggest that you start listeni... Still feeling good, but not as good.   about YHOO   06/22/08 I still think there is significant upside to Yahoo, and that $50 is still a reasonable target before the end of 2009.  But, interference from Icahnn and other shenanigans might get in the way, ... Scarcity + Speculation = Opportunity   about DJP   06/22/08 This is a commodity index fund.  As the US and OPEC both start pointing fingers at oil speculators, the trading desks are going to start looking elsewhere.  This fund is broad enough to catch Ladies and Gentlemen... let's rebuild it.   about UNP   06/22/08 So, a lot of the mid west is underwater.  I thought that San Francisco was the place that was going to be smote when we allowed teh gheys to enjoy all the joys and pains of marriage, just like the...

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Re: Bullish on YHOO ... 04/25/08
Yahoo is going to be purchased by Microsoft, probably in the $50/share range, and probably before the end of 2009. 100% return in two years, in this market/economic climate. Sure, I'm still LONG on YHOO. It's just that my time horizon might be longer than yours.




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