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ur my bitch · 03-02-2006, 10:05 PM

your dividend talk is what started this whole dragged out debate.

Momentum is what happened to Google the other day when the stock dropped on the CFO's comments. Profit taking and a momentum dip.

I don't ride analysts opinions, but I do take seriously what the "buy-side" says. The buy-side moves the markets. Also, EVERYONE has no choice but to look at what teh sell side analysts say, because their reports move markets and some of the sell side analysts are very good....a majority suck, but some are solid and know what they are talking about. You have to take everything with a grain of salt. But, you have to know what consensus is, you have to be able to run your own models and do your own diligence to determine where a comapny will report as compared to consensus (the buy side analysts do this all day long, talking to CEO's, suppliers, customers, etc) and you need to listen to what the analysts are saying. That is just the fact of the stock market. You may not like it, and you may have text bnook theories of how a company should look and what they should return, but there are so many other factors. You just need to have an open mind.

I don't get it, are you looking at a stock to hold for 20 yrs, or are you looking at the standpoint of making money on a stock? IF you are looking to buy and hold forever, then defintiely look at a boring large cap that moves behind the S&P....or better yet, buy a mutual fund. Momentum is where everyone makes money. You need to look at every stock with an entry point and exit point and you have to have a basis of what point it is right to take profits and when you will have upside (or a drop in price for shorts).

My opinion comes from 6 yrs as a trader and 3 yrs as a buy-side specialist selling portfolio analytics, data feeds for quant. models and market data....tools to help the buy-side make money.

03-02-2006, 10:05 PM	#57 (permalink)
ur my bitch Senior Member Join Date: Jul 2005 Location: NY Posts: 540 Internets: 406	your dividend talk is what started this whole dragged out debate. Momentum is what happened to Google the other day when the stock dropped on the CFO's comments. Profit taking and a momentum dip. I don't ride analysts opinions, but I do take seriously what the "buy-side" says. The buy-side moves the markets. Also, EVERYONE has no choice but to look at what teh sell side analysts say, because their reports move markets and some of the sell side analysts are very good....a majority suck, but some are solid and know what they are talking about. You have to take everything with a grain of salt. But, you have to know what consensus is, you have to be able to run your own models and do your own diligence to determine where a comapny will report as compared to consensus (the buy side analysts do this all day long, talking to CEO's, suppliers, customers, etc) and you need to listen to what the analysts are saying. That is just the fact of the stock market. You may not like it, and you may have text bnook theories of how a company should look and what they should return, but there are so many other factors. You just need to have an open mind. I don't get it, are you looking at a stock to hold for 20 yrs, or are you looking at the standpoint of making money on a stock? IF you are looking to buy and hold forever, then defintiely look at a boring large cap that moves behind the S&P....or better yet, buy a mutual fund. Momentum is where everyone makes money. You need to look at every stock with an entry point and exit point and you have to have a basis of what point it is right to take profits and when you will have upside (or a drop in price for shorts). My opinion comes from 6 yrs as a trader and 3 yrs as a buy-side specialist selling portfolio analytics, data feeds for quant. models and market data....tools to help the buy-side make money.