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Ask A Blunt Man

Recs

87

October 06, 2009 – Comments (170)

At the moment I'm blogless, so how about we try something new...

For the next 24 hours we'll play a game called ask a blunt man with me being the blunt man. So really anything is fair game. Want to know about a stock, ask away? Care to know who will win tonight, the Tigers or Twins, lets hear it? What will the weather be like tomorrow, all valid questions. Just know that my answer will not necessarily be correct, but I promise it will be blunt and filled with sarcasm =)

So the clock starts.... now

24:00:00

23:59:59....

23:59:58....

UltraDamus...I mean UltraLong (← notice the Alstry reference?)

170 Comments – Post Your Own

#1) On October 06, 2009 at 8:10 PM, belfairinvestor (29.20) wrote:

Bluntman:

Please name all your alias' on CAPS. Current and former.

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#2) On October 06, 2009 at 8:14 PM, TMFUltraLong (99.95) wrote:

UltraLong

That be all...i've stated I don't have aliases before. Joined 3/7/09

UltraLong

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#3) On October 06, 2009 at 8:17 PM, Sozurmama (22.59) wrote:

What is your opinion of Robert Downey Jr. playing the lead role in "Sherlock Holmes"?

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#4) On October 06, 2009 at 8:25 PM, TMFUltraLong (99.95) wrote:

souzrmama,

Robert Downey Jr. has always been good at providing comic relief, I'm a little skeptical as to how serious I can take a movie with a serious detective as the main character given Downey's track record. I expect the movie to be solid the first few weeks, but it will generally tread water with expectations.

UltraLong

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#5) On October 06, 2009 at 8:30 PM, TMFBabo (100.00) wrote:

What is your favorite real life holding?

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#6) On October 06, 2009 at 8:36 PM, TMFUltraLong (99.95) wrote:

Madcatz Interactive (MCZ)

I never said anything about it being my largest holding, but I definitely think it has the most potential. I swear, people will not stop playing video games and this company makes all of the accessories to today's most popular games. Way too cheap here and truly a "fun" product company. For the record, I play video games very rarely. I think I've used my Xbox 10 times in 5 years.

UltraLong

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#7) On October 06, 2009 at 8:42 PM, HarryCarysGhost (99.69) wrote:

who will win the world series. ( twins @ tigers tied at moment)

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#8) On October 06, 2009 at 8:42 PM, Starfirenv (< 20) wrote:

Oh Ultra  Longus, err Domous, how will the Chicken Little Virus ever be stopped?????????????????????? Is there hope??????

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#9) On October 06, 2009 at 8:49 PM, jatt22 (44.67) wrote:

a  guranteed  scheme  to  make  money  double  (  if  u  have  one  )

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#10) On October 06, 2009 at 9:00 PM, TMFUltraLong (99.95) wrote:

msftgev,

Since we have a recent history of Wild card teams making deep runs into the post-season I'm going to go with the upset of the Rockies over the Yankees in the world series.

UltraLong

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#11) On October 06, 2009 at 9:02 PM, USNHR (32.03) wrote:

UltraBlunt,

 Chicken, Beef, or Soy?

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#12) On October 06, 2009 at 9:03 PM, TMFUltraLong (99.95) wrote:

Starfirenv,

As long as PCs exist, there will be computer viruses. Theres just something fun about the idea of creating an unstoppable virus but the defense against many is remarkable now. Most businesses still use PCs so expect there to be 1-2 major viruses a year, but nothing that is completely unmanagable.

UltraLong

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#13) On October 06, 2009 at 9:05 PM, QQQFool (< 20) wrote:

I'm a novice & pretty confused about recent action on ENZN (Enzon Pharma). I do own it & have done research, but don't fully understand everything that I have recently learned. Am I seeing the stock price up because of recent drug approvals that pay ENZN a royalty OR am I seeing anticipation of the spin out of Evivrus OR am I seeing a short squeeze OR am I seeing a combination of all of the above? ANY thoughts would be greatly appreciated! 

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#14) On October 06, 2009 at 9:06 PM, TMFUltraLong (99.95) wrote:

jatt22,

Found a shell company that turns algae into fuel, get one sucker to finance the operation, take your company public and let only 2% of all outstanding shares float, pay your neighbor to buy 100 shares at a 3000% premium to your IPO price and reap the rewards.

UltraLong

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#15) On October 06, 2009 at 9:07 PM, TMFUltraLong (99.95) wrote:

USNHR,

Impossible call between beef and chicken... i literally couldn't live without a hamburger or fried chicken. I guess if forced to choose I'd go with beef. Soy isn't even on my chart...I mean really, have you ever seen a soy titty thus sayeth Lewis Black?

UltraLong

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#16) On October 06, 2009 at 9:13 PM, TMFUltraLong (99.95) wrote:

QQQFool,

Enzon has benefitted from a ridiculously bullish market over the last 7 months. I wouldn't say its exactly outperformed, its merely matched expectations to the upside. The reason I feel Enzon could go higher has to do partly with the expansive drug pipeline which is better than most of its competitors, partly because it has a steady stream of revenues unlike its competitors, and mostly because of the possibility (which I feel is high) that Sanofi-Aventis is on the prowl for biotechs to buy. Enzon and Sanofi would be a perfect marriage in my books and I like the buy and hold of Enzon. The perfect price for Enzon...eh... $13 sounds about right.

UltraLong

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#17) On October 06, 2009 at 9:15 PM, cthomas1017 (94.52) wrote:

UltraLong, Your Highness!
Let's hypothesize for a moment that you are a general. You have been placed in a position of engaging a numerically superior enemy in battle (hypothetically, let's say it's 2:3). One of your subordinates has noticed an anomaly in the terrain that  opens the opportunity to send a concealed detachment on a flanking maneuver to engage the enemy and provide a misdirection that will allow you to concentrate your main force on the enemy's weaker side. The caveat is that in order to do this you will have to attack immediately before expected reinforcements adding 20% to your force arrive. What is your decision?

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#18) On October 06, 2009 at 9:22 PM, Cherryz (32.50) wrote:

can you please provide your view on the inflation/deflation topic. 

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#19) On October 06, 2009 at 9:24 PM, TMFUltraLong (99.95) wrote:

cthomas1017,

I can spot a military man (or a Halo player) a mile away! Despite being outnumbered, if you can outsmart your opponent into a misdirection of his reserves you take the opportunity to attack and seize it even if it means attacking with 20% less troops. If the enemy shows you its weakness, you attack that weakness at all costs. By the time the enemy has realized its mistake you'll have evened out the numbers and be fighting a much more realistic battle. Numerically in charge wont stay large for long.

UltraLong

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#20) On October 06, 2009 at 9:27 PM, QQQFool (< 20) wrote:

THANKS UltraLong!

Your comments re ENZN are appreciated!

BUT, you say, "...the stock benefitted from a ridiculously bullish market over the last 7 months...

Are you bearish now? 

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#21) On October 06, 2009 at 9:27 PM, TMFUltraLong (99.95) wrote:

Cherryz,

A few months ago I was utterly terrified that we would fall into the deflation camp, but I see no reason that interest rates are moving any higher soon and yet gold, oil and other inflation-sensitive commodities are beginning to fly to the moon. If you had to corner me down today I think we are in for a serious problem with inflation beginning in late 2011 and lasting through 2012. I think it could get as bad as seeing annualized inflation over 8.5%. Just keep leaving rates at 0.25% Mr. US Government...just keep doing that and see how well it works out in the long-run... *sarcasm* We've fixed the short-term problem at the long-term expense...AGAIN.

UltraLong

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#22) On October 06, 2009 at 9:28 PM, APJ4RealHoldings (34.52) wrote:

Bluntman:

Do you think the majority of today's top 20 CAPs players (including yourself) have and will in the future 'beat teh market' in real life(ie beat the relative index closest to their investing style)???

(if you can take a bonus question & voluntarily answer this: if people in the CAPs community wanted to give to you (in non-monetary terms), how would you want them to give to you?)

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#23) On October 06, 2009 at 9:31 PM, TMFUltraLong (99.95) wrote:

QQQFool,

Yeah, I am a short-term bear and a long-term bull. I just don't think the market should ever have shot down in such a straight line as it did, likewise I don't think we should ever have shot straight back up like we did. I think earnings in the overall economy have been overstated by excessively low-interest rates and two stimulus packages which are set to begin winding down over the next few months. Enzon merely paced itself with the market over the last few months which is neither good nor bad. You have to think about it as this.. it doesn't matter what the market does as long as the stocks you own do what you want them to do. Enzon should have a general upward bias over the next 12 months I'd figure.

UltraLong

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#24) On October 06, 2009 at 9:32 PM, Cherryz (32.50) wrote:

Do you feel that this rise in commodity prices will lead to a market crash or do you feel stagnation will be the result? Or another conclusion?

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#25) On October 06, 2009 at 9:38 PM, TMFUltraLong (99.95) wrote:

APJ,

Doesn't Portefeuille make up half of the top 20? Just kidding...I think that most of the top 20 has shown that they will continue to beat regardless of market condition. Probably the best testament to that has been TenMiles. TenMiles has both long and short positions in his/her portfolio and has basically outperformed in both long and short markets. There are just a few that have more to prove in that regard and I'd say I'm one as I'm geared predominantly toward bullish markets. I don't see us in a bullish market in the short-term so we'll see.

Bonus question huh..... hmmmm, sacrifice of their first born...maybe.. I really don't have a clue what I'd want from the community if anything. Perhaps I could selfishly ask for my blog with 186 recs currently to get more recommendations so it could be the most recommended blog in the universe like the title purports. I think that would do it.

UltraLong

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#26) On October 06, 2009 at 9:40 PM, lquadland10 (< 20) wrote:

Tell me what you know what you know about Gnostic Christians.

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#27) On October 06, 2009 at 9:42 PM, TMFUltraLong (99.95) wrote:

cherryz,

Stagnation is absolutely my greatest fear right now... I don't really know where this top line growth that analysts keep talking about is coming from, because Im sure as hell not seeing anything promising out there.

UltraLong

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#28) On October 06, 2009 at 9:45 PM, ChrisGraley (29.72) wrote:

Pick your "flation" for the next 3,6,9 months and the next 3,6,9 years.

Pick the stock the you would buy no matter what the "flation" is.

Pick the one you would sell.

Ginger or Mary-Ann?

Scooby-Doo or Hong Kong Fuey?

Rambo or Rocky?

I just ate a lot of sugar which I suggest you buy because it is in short supply and it gives you a lot of energy which I feel right now because I ate a lot of sugar.

 

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#29) On October 06, 2009 at 9:52 PM, QQQFool (< 20) wrote:

UltraLong,

I'm good with ENZN & do intend to hold for further gain. I am also long other stocks and still research opening new positions. So, I am very interested in your overall market bias, both long and short term. Since you are a short-term bear, do you have a favorite defensive play? AND, your long-term bull attitude says buy what? 

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#30) On October 06, 2009 at 9:54 PM, TMFUltraLong (99.95) wrote:

lquadland10,

I know about as much about Gnostic Christians as I've learned from Wikipedia in the past 3 minutes. Hooray Wikipedia! http://en.wikipedia.org/wiki/Gnosticism

UltraLong

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#31) On October 06, 2009 at 9:56 PM, bigcat1969 (92.78) wrote:

Ultra,

Do you have any suggestion about any books, blogs etc.. for the layman to read to better understand the economy?  It seems the more I blog, the more I realize how little I really know.

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#32) On October 06, 2009 at 9:57 PM, jddubya (< 20) wrote:

I went all in back in November and then again in March... but now I suspect that living life will be worthless soon, based on the solid and eerily accurate prognosticating abilities of Awfulstrydufous.  I'm scared.  I didn't prepare according to Awfulstrydufous.  Help me Bluntman.  Help us all...

My question is how are we as a nation going to be able to continue with life in general now that MOAP is upon us? 

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#33) On October 06, 2009 at 10:00 PM, TMFUltraLong (99.95) wrote:

Inflation:

3 months: 0.8% annualized

6 months: 1.0% annualized

9 months: 1.2% annualized

3 years: 7.0% annualized

6 years: 4.5% annualized

9 years: 3.0% annualized

I think if you buy something in healthcare you'd be safe from any sort of flation..... Wellpoint (WLP) would fit the bill of going up up and away from here.

Pick one to sell, how about Zale (ZLC). As inflation rises, so go'eth the gold. Zales margins are already anemic and sort of laughable, tack on rising prices of their product eating into those margins and the low-end of the business being much pickier with their buying habits as inflation drives up grocery and other shopping prices..its a recipe for disaster.

Mary Ann for sure... I like those down to earth real women

Scooby Doo wins, he just wanted to eat and sleep, my kind of dog

Rocky beat meat...Rambo had guns... Rambo draws first blood and wins *pun intended*

UltraLong

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#34) On October 06, 2009 at 10:03 PM, TMFUltraLong (99.95) wrote:

bigcat1969,

It depends what you want to learn. I personally never did any book reading. I have one investment book that I love, outside of that I just sort of taught myself over the years. You have to ask yourself if you believe only in fundamental analysis, technical analysis etc. What are your goals...long-term, short-term etc. When you can answer me that, I'll have a better answer for you =)

UltraLong

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#35) On October 06, 2009 at 10:04 PM, booyahh (< 20) wrote:

When a glass is half full, what are the pros and cons of emptying the glass and filling it up with another liquid ?

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#36) On October 06, 2009 at 10:06 PM, TMFUltraLong (99.95) wrote:

jddubya,

Alstry is Gilbert Godfried with a keyboard. He's a screeching voice calling for a calamity. His facts are mostly valid though completely unrelated to macroeconomic views. I'm not an Alstry hater, I'm not an Alstry lover...in fact I've only read a select handful but I wasn't intrigued to go further either way. He has his place on MF but to answer your question, no...the MOAP is not upon us...perhaps the mother of all inflation.... but thats another story.

UltraLong

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#37) On October 06, 2009 at 10:10 PM, TMFUltraLong (99.95) wrote:

booyahh,

It depends on how scarce the liquid in the glass is and exactly how much energy would be expended in the dumping and re-filling process. For instance, water is an easily replacable liquid whereas a ½ full glass of a Belgian Trappist Beer would be practically impossible to replace immediately. One must also take into account the lazy factor as mentioned above. The satisfaction from re-filling the glass with a more satisfying liquid needs to be greater than the energy and time exerted to get that liquid. However, if its Budweiser...just dump it and get something else...hope that helps.

UltraLong

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#38) On October 06, 2009 at 10:10 PM, QwertyHero (< 20) wrote:

Question:

WTF?

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#39) On October 06, 2009 at 10:14 PM, ChrisGraley (29.72) wrote:

I've lost all faith in you UL!

The correct answer to Ginger or Mary-Ann is always Ginger and Mary-Ann and the Hong Kong book of Kung-Fu beats Scooby snacks any day of the week!

 

 

;)

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#40) On October 06, 2009 at 10:16 PM, TMFUltraLong (99.95) wrote:

QwertyHero,

Yeah I know...i can't believe the Tigers blew it....

UltraLong

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#41) On October 06, 2009 at 10:17 PM, Cherryz (32.50) wrote:

If you had to hold one retail stock for a full year starting now, which one would it be.

 

Which companies do you think have a chance of merging in the next year? *unannounced*

 

 

 

 

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#42) On October 06, 2009 at 10:17 PM, TMFUltraLong (99.95) wrote:

Chris,

Ginger was always too high and maintainence and scooby snacks taste grrrrreat!

UltraLong

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#43) On October 06, 2009 at 10:17 PM, TMFUltraLong (99.95) wrote:

Chris,

Ginger was always too high and maintainence and scooby snacks taste grrrrreat!

UltraLong

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#44) On October 06, 2009 at 10:21 PM, TMFUltraLong (99.95) wrote:

Cherryz,

American Eagle Outfitters (AEO) is without a doubt my favorite retailer right now. They are raising guidance and the 12-17 year old crowd is currently better than ever at siphoning money from their parents to buy clothing that is priced at 12 times key *sarcasm*

I think I've actually mentioned 4 merger possibilities over the last few weeks. I wrote a blog on 3:

Wellpoint to buy Molina Healthcare

Consol to buy Westmoreland Coal

Eli Lilly to buy Viropharma

and Sanofi Aventis to buy Enzon Pharmaceuticals

Maybe PetroAlgae and Pax Clean Energy will merge one of these days.... *giggle*

UltraLong

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#45) On October 06, 2009 at 10:23 PM, oldfashionedway (35.87) wrote:

UltraLong,

No question, just a rec.  Thanks for sharing your 'wealth' of knowledge with the Foolish.  I have to admire anyone who has a sense of humor as well as being a 'good sport'.

This could very well be the most entertaining blog of the year.

Old-

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#46) On October 06, 2009 at 10:30 PM, russiangambit (29.27) wrote:

Who do you want to be when you grow up? ( Isn't meant as a slight, I ask everybody that).

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#47) On October 06, 2009 at 10:31 PM, TMFUltraLong (99.95) wrote:

oldfashionedway,

I'm really not a good sport...i'm downright pissed off that the Tigers lost to the damn Twinkies..

UltraLong

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#48) On October 06, 2009 at 10:32 PM, HarryCarysGhost (99.69) wrote:

Will Nat Gas prices go up this winter. Thus sending shares of etex, eroc soaring? 

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#49) On October 06, 2009 at 10:33 PM, APJ4RealHoldings (34.52) wrote:

HAHAHAHAHAAAA!@!! First off, let me say, i love alstry.

But:

"Alstry is Gilbert Godfried with a keyboard." OMG

LOL

HAHAHAAHAHAHAAHAAHAHHHHHAAAAHHHAHAAHAAA!!!

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#50) On October 06, 2009 at 10:34 PM, TMFUltraLong (99.95) wrote:

russiangambit,

I don't ever wanna grow up, I'm a toys-r-us kid!

First I wanted to be a veterinarian, then it was a financial advsior, then it was a hedge fund manager, then it was a financial journalist. Those are pretty much the 4 things I've desired to do in my lifetime and yes I either did do or am doing quite a few of those.

UltraLong

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#51) On October 06, 2009 at 10:34 PM, QwertyHero (< 20) wrote:

If you were forced to liquidate your entire portfolio and put it all on one stock and let it ride, what would that stock be, and why?

Subpart: What is the average wind speed velocity of an unladen swallow?

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#52) On October 06, 2009 at 10:39 PM, TMFUltraLong (99.95) wrote:

msftgev,

Natural gas prices already ran away with the cow like a tourist drinking tap water in Tijuana! We really shouldn't have seen the $2.50s on Natural gas but if you look at a historical chart, its bounced off this level NUMEROUS times so it was just a matter of an eventual re-test. We've now seen a full 100% move in something like 3-4 weeks here and I think we've all but exhausted any effect you'd see from natural gas companies. If you really feel the compulsive need to play this sector, which I do not, I'd buy Cabot Oil and Gas (COG).

UltraLong

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#53) On October 06, 2009 at 10:39 PM, Cherryz (32.50) wrote:

what's your favorite sector for the next year?

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#54) On October 06, 2009 at 10:41 PM, jddubya (< 20) wrote:

#51

LOL - African or European (swallow, that is)?

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#55) On October 06, 2009 at 10:42 PM, TMFUltraLong (99.95) wrote:

QwertyHero,

As mentioned before, I'd have to say its a tough call between Mad Catz Interactive and Genoptix. I don't think I could honestly ever do the all-eggs-in-one-basket bit, but I could see myself splitting my money between these two companies. Based on current prices though, Mad Catz would be my pick.

Subpart: I'd have to ask, African or European?

UltraLong

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#56) On October 06, 2009 at 10:44 PM, TMFUltraLong (99.95) wrote:

cherryz,

The oil refining sector is just bubbling with yummy goodness in my opinion for 2010.

UltraLong

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#57) On October 06, 2009 at 10:45 PM, ChrisGraley (29.72) wrote:

Follow question to Qwertyhero, can I get the phone number of the girl with the unladen swallow?

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#58) On October 06, 2009 at 10:47 PM, QwertyHero (< 20) wrote:

# 57 - ZING!

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#59) On October 06, 2009 at 10:52 PM, TMFUltraLong (99.95) wrote:

Chris,

She doesn't have a phone...she's currently out of work and the phone company turned it off due to non-payment

UltraLong

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#60) On October 06, 2009 at 11:10 PM, Cherryz (32.50) wrote:

what do you think of wal-mart?

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#61) On October 06, 2009 at 11:12 PM, jatt22 (44.67) wrote:

thanks  for  answering  but  one  more  q  ,   do  u  believe  america  will  come  ott  winner  after  all  these  wars  an  financial  crisis  will  over  (  and  if  ur  answer  is  negative  is  there  silghtest  chance  in  ur  thinking   dat  we  might  lost  da  pride  and  dream  forever )

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#62) On October 06, 2009 at 11:17 PM, QwertyHero (< 20) wrote:

Since there appears to be a lul: 

Thoughts on SUNH and ISYS

Please respond with your approximation of Cramer Mad Money Lightning Round sound effects and/or exclamations.

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#63) On October 06, 2009 at 11:20 PM, TMFUltraLong (99.95) wrote:

Cherryz,

Wal-Mart is a dominant force in the retail sector, but its no longer a growth story. They may have a very surprising christmas, in a good sense, but I don't like them from an investment perspective or from a company relations standard. For being as big as they are, they don't gift one dime to charity!

UltraLong

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#64) On October 06, 2009 at 11:23 PM, TMFUltraLong (99.95) wrote:

Jatt22,

Thats an excellent Jamie Kennedy impression.... now to answer your question, I don't think the dream is lost. From a long-term perspective I'm almost always going to be bullish on stocks. I don't see the financial system collapsing but there is still plenty of cleaning to do in that sector.

UltraLong

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#65) On October 06, 2009 at 11:27 PM, Starfirenv (< 20) wrote:

What do you see in Tigers pick, ENER. PRAM, takeover, thin film? Graley #39, how much maintenance can there be on a desert isle? Whole new meaning to double dip.

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#66) On October 06, 2009 at 11:33 PM, TMFUltraLong (99.95) wrote:

Qwertyhero,

Booyah! Sun Healthcare is too dirt cheap to stay this low forever but they aren't going to get growth without acquisitions. Their cash pile is looking a litte anemic right now, so wait for some of that cash flow to provide the cash needed to create some non-organic growth.

Integral Systems.... no no no *hits bear sign*... I can't have you jumping into a company that can't meet simple analyst expectations, thats stagnant money. I'd much rather have you buying Innovative Solutions & Support (ISSC) if you want sector exposure and rising guidance.

UltraCramerLong

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#67) On October 06, 2009 at 11:39 PM, TMFUltraLong (99.95) wrote:

starfirenv,

I havent looked at what Tiger has recommended recently but he has a decent track record. I'm excited about the solar industry but Energy Conversion Devices definitely isn't high on my list. Their expectations were too high from the start and although they expect profitability, I don't. I think ENER is a buy in the $7 range but I am not intrigued by them here.

Ginger was a hollywood star, trust me, they need pampering!

UltraLong

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#68) On October 06, 2009 at 11:50 PM, floridabuilder2 (99.24) wrote:

ultralong,

If cake looked and tasted like poop and poop looked and tasted like cake.  Would you eat the poop or the cake?

A curious chimp

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#69) On October 06, 2009 at 11:55 PM, TMFUltraLong (99.95) wrote:

floridabuilder2,

I think you have to go with what is visually appealing from the start so I'd be more inclined to move toward the poop looking like cake. My saving grace here is that I absolutely hate cake and don't eat it =)

I was tempted to respond to this with... no, i'm still not buying a homebuilding stock thinking the poop was a reference to the sector as a whole.

UltraLong

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#70) On October 07, 2009 at 12:04 AM, ChrisGraley (29.72) wrote:

Hey a Florida Builder sighting!

Tom Gardner owes me a Coke!

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#71) On October 07, 2009 at 12:16 AM, TMFJake (64.29) wrote:

Who will reach $200/share first, Apple (AAPL) or Goldman Sachs (GS)?

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#72) On October 07, 2009 at 12:17 AM, beginningfool09 (< 20) wrote:

Hi,

What's your opinion of Lexicon Pharmaceuticals (LXRX)? 

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#73) On October 07, 2009 at 12:25 AM, QwertyHero (< 20) wrote:

#66 Absolutely priceless.  I swear could here Cramer's voice.  

You need to make this a weekly enterprise.  Ultralong Lightning Round.

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#74) On October 07, 2009 at 12:43 AM, HarryCarysGhost (99.69) wrote:

One last question.

If a woodchuck could chuck wood, how much wood would a woodchuck chuck.

Will the timber industry employ only woodchucks to bolster sagging balance sheets.

Thanx UltraLong 

Excellant Blog.

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#75) On October 07, 2009 at 12:47 AM, TMFUltraLong (99.95) wrote:

TMFJake,

Apple should have that done by the end of the week.

UltraLong

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#76) On October 07, 2009 at 12:53 AM, TMFUltraLong (99.95) wrote:

beginningfool09,

Lexicon Pharmaceuticals looks like one-hit the wonder dog. I've seen way too many of these biotechs dilute themselves to death and fail to produce after a few solid studies. I'd sell here if you're ahead.

UltraLong

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#77) On October 07, 2009 at 12:58 AM, TMFUltraLong (99.95) wrote:

msftgev,

I'm deferring my answer on this one to this guy...

http://wiki.answers.com/Q/How_much_wood_would_a_woodchuck_chuck_if_a_woodchuck_could_chuck_wood

UltraLong

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#78) On October 07, 2009 at 3:46 AM, dreadfoolly (69.55) wrote:

UltraLong,

Thanks for sharing your knowledge and for the entertainment.
What would you recommend for someone that wants to learn how to analyze a company?
What is the investment book you mentioned you love?
Any thoughts about CEDC?

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#79) On October 07, 2009 at 4:09 AM, TMFUltraLong (99.95) wrote:

Dreadfoolly,

To analyze a company you first and foremost need to know WHAT THEY DO. That is more important than any figure you'll look at on a balance sheet. Once you know what they do you'll be able to interpret what the numbers mean. Understand what each number on the balance sheet is a measure of and compare those numbers to their competitors. Thats sort of a crude way of getting to understand a business. When in doubt, read those biased annual reports as well from companies.

The only book I enjoy is the Technical Analysis of Stock Trends from Edwards and McGee, c. 1964. There are newer copyrights but I prefer the simple black and white version I have.

CEDC....well you really can't go wrong with alcohol and theres no viable reason this should have been driven as low as it was in March. I think this vertical rally is about to end but I'd bet more towards an upwards bias over the next 2-3 years. Fair valuation here to me would be $41-43.

UltraLong

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#80) On October 07, 2009 at 5:22 AM, TMFUltraLong (99.95) wrote:

14 hrs, 41 min of bluntness left...but even I need to sleep. Despite a long lull I promise all questions will be answered...eventually =) I'm going to bed....

UltraLong

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#81) On October 07, 2009 at 6:32 AM, Chromantix (97.78) wrote:

Ok, when you wake up you get an easy one which has been confounding me for days:

UltraDomous:

Part 1: Why is it when the CAPS Community is generally bearish about a given stock (say, SLW) and I go and do some of my own DD, I usually find in the reports I read (S&P Stock Report, Reuters Stock Report, Second Oppinion - yes, I get them from Scottrade) that all three are bearish?  This is not just one stock, but the majority of recommended stocks on CAPS.

Part 2: Why do I tend to believe the CAPS community more than the stock analysts? 

 

Thanks!

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#82) On October 07, 2009 at 7:07 AM, Chromantix (97.78) wrote:

In the words of Gene Wilder: "Scratch that, reverse it."

CAPS is generally bullish on a stock that the reference material I see is almost universally bearish on.

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#83) On October 07, 2009 at 9:15 AM, SkinneeJ (28.24) wrote:

Bluntman...

Why do some farts smell worse than others?

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#84) On October 07, 2009 at 9:36 AM, catoismymotor (35.54) wrote:

UltraLong,

What is the air speed of a coconut ladened african swallow?

The Cato that says "Ni!"

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#85) On October 07, 2009 at 9:56 AM, bigcat1969 (92.78) wrote:

Well actually Walmart does give to charity,  however it is sometimes viewed as self serving and against the wishes of the founder.  Still its all good since Walmart gets good PR and controls the money anyway.  Hum I set out to prove UltraLong wrong and proved him right... what stocks did he suggest again?

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#86) On October 07, 2009 at 10:02 AM, Charlotte49er (82.27) wrote:

Ultralong, where do you see GXDX in a year or two both as a stock and company?  It's growing like a weed, I'm wondering how long that will continue.  Thanks

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#87) On October 07, 2009 at 12:01 PM, 4everlost (29.43) wrote:

UltraLong

Thanks for making yourself available this way.  I've wanted to ask this question for some time. 

Why don't the Rogers/Elements four ETNs that track slices of the commodity sector do well when commodities themselves are doing well?  Especially the one linked to metals.

RJI Elements Linked to Rogers International Commodity Index Total Return

RJA Elements Linked to Rogers International Commodity Index Agriculture Total Return

RJN Elements Linked to Rogers International Commodity Index Energy Total Return

RJZ Elements Linked to Rogers International Commodity Index Metals Total Return

Thanks, Rec #39 here

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#88) On October 07, 2009 at 12:22 PM, 1TWCE (< 20) wrote:

What do you think about MKL

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#89) On October 07, 2009 at 12:37 PM, PaxtorReborn (29.59) wrote:

Banana?

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#90) On October 07, 2009 at 1:19 PM, PearlandTX (91.48) wrote:

Has your recent analysis included firms in the oil services sector? If so, what do you think of the current valuations, and do you have any favorites?

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#91) On October 07, 2009 at 2:40 PM, TMFEditorsDesk (< 20) wrote:

Ultra,

This is awesome! (He says, wishing he'd thought of it first and wondering if the sincerest form of flattery would flatter Ultra)

The dive bar question: What's one unloved, underfollowed stock you're bullish on? Bonus if their chili is good. 

-Anand (TMFBomb)

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#92) On October 07, 2009 at 3:04 PM, Tastylunch (29.28) wrote:

UltraDamus:

what's the best way to play Rare Earths now that China has cornered the market?

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#93) On October 07, 2009 at 3:49 PM, TheNumber9 (< 20) wrote:

Ultra:

I read that you expect interest rates to rise to around 7% over the next few years.  I was looking into shorting the 5-10 year treasury bonds via futures contracts and then in 2 years or so covering for a nice gain.  Give me any thoughts you have for this strategy, would you consider yourself doing something like this?

 Also, how risky would you consider this investment?

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#94) On October 07, 2009 at 3:52 PM, TMFUltraLong (99.95) wrote:

Chromantix,

Its a case of which came first, the chicken or the egg. Analysts create bearishness with their earnings estimate expectations which in turn feeds to the public who reads these reports and drives down the price of a stock. In turn, the public listens to the media and creates their own level of bearish which in turn can cause analysts to respond with upgrades or downgrades of a stock...trust me, it happens.

The overall tone in the community is definitely bearish and I think that has a lot to do with investors getting hurt over the years by an untrustworthy market and by seeing Bears as Top Fool for a very long time.

You have a tendency to believe the community because they aren't paid for their views. This means that their opinions are often genuine and they also haven't been publically called out on CNBC for their wrong call, or should I say Fast Money? Too much bad publicity in 2001 and 2007 for anlysts to be completely trustworthy in my opinion.

UltraLong

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#95) On October 07, 2009 at 3:56 PM, TMFUltraLong (99.95) wrote:

Chromantix Part 2,

My only explanation of this is the effect we've seen off of the March 9th lows. It's very reminiscent of the bubble days of 1998-2001 where you could literally throw a dart and have your stock rally 200% in a month. Most of the companies that are rising right now are garbage and thats why you'll see a divergence. Analysts are playing the fundamentals and the traders here are playing a quick technical breakout. Long-term these two will coincide yet again. Also remember the immense lag-time some firms have with reviewing their picks.

UltraLong

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#96) On October 07, 2009 at 4:03 PM, catoismymotor (35.54) wrote:

No answer for my bird question? Are you afraid of being flung into the gorge if you have the wrong answer? J/K. Fool on!

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#97) On October 07, 2009 at 4:04 PM, TMFUltraLong (99.95) wrote:

SkinneeJ,

It has to do with the foods that you eat. Certain foods are indigestible or unagreeable (say if youre lactose intolerant) and can cause increased flatulaence. Its whether or not if these foods produce a lot of hydrogen sulfide as to whether you'll get stinky farts =)

UltraLong

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#98) On October 07, 2009 at 4:05 PM, RodneyFarva (< 20) wrote:

Hi Mom!!

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#99) On October 07, 2009 at 4:10 PM, TMFUltraLong (99.95) wrote:

catoismymotor,

An African swallow cannot carry a coconut

UltraLong

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#100) On October 07, 2009 at 4:13 PM, catoismymotor (35.54) wrote:

What if it were a an unusually large specimen?

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#101) On October 07, 2009 at 4:17 PM, TMFUltraLong (99.95) wrote:

bigcat1969,

I'm having trouble keeping up myself with all the recommends in here but... MCZ, GXDX, VLO, WLP, VPHM, MOH, WLB I think have all gotten a nod so far...I think....*scratches head*...

UltraLong

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#102) On October 07, 2009 at 4:18 PM, Bays (30.09) wrote:

Ultra,,,,

What is the last stock you purchased?

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#103) On October 07, 2009 at 4:20 PM, TMFUltraLong (99.95) wrote:

Charlotte49er,

Genoptix was never meant to explode through the moon like the garbage stocks are doing these days. It's a solid company with huge revenue and EPS growth that will march higher like a turtle. Remember the turtle always wins the race over the hare! I have and will stick by my $52 price target on GXDX in roughly 2 years with a very slight chance of a buyout before then. I see no reason to not be buying GXDX based on their fundamentals.

UltraLong

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#104) On October 07, 2009 at 4:25 PM, TMFUltraLong (99.95) wrote:

4everlost,

Commodity tracking ETNs and ETFs are always going to be flawed in that they'll never track the commodity as perfectly as owning the commodity itself. I'm fairly convinced ETN's are evil.

UltraLong

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#105) On October 07, 2009 at 4:30 PM, TMFUltraLong (99.95) wrote:

1TWCE,

In my best Wayans' Brothers Men on Film voice.."hated it!"

I'm not a fan of Markel or really any insurance companies right now. Far too many uncertainties out there and I'd be willing to stay completely away even if it means I miss a run in the sector. Markel does have a lot of cash in its favor but at 17-18 times earnings, its expensive. Plus its expensive just to purchase...does anyone want to teach these executive about the wonders of splitting their stock..geez. Markel is range bound between $310-375 in my opinion. You could do better elsewhere.

UltraLong

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#106) On October 07, 2009 at 4:30 PM, IIcx (< 20) wrote:

What's likely to happen as the BDI continues to rise this month?

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#107) On October 07, 2009 at 4:30 PM, JohnnyAngel33 (< 20) wrote:

What is your social security number?

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#108) On October 07, 2009 at 4:31 PM, TMFUltraLong (99.95) wrote:

PaxtorReborn,

Yuck, I hate bananas...

UltraLong

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#109) On October 07, 2009 at 4:34 PM, theMovement (86.30) wrote:

Thoughts on IMGG?  I've read anything from $1-$2.  Also heard figures that were ridiculous like $20, although that sort of ridiculousness would make me very happy.

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#110) On October 07, 2009 at 4:35 PM, theMovement (86.30) wrote:

Also, thoughts on AMNP?  Seems like it could be a good gold play.

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#111) On October 07, 2009 at 4:38 PM, TMFUltraLong (99.95) wrote:

PearlandTX,

I'm more inclined to love what I'm seeing in the oil refining sector but if I had to dabble in the service sector I'd spy with my eye...

Cal Dive International (DVR) & Lufkin Industries (LUFK). I'd also keep an eye on Superior Well (SWSI) which is on hard times right now but I've seen then managed well (no pun intended) in the past.

UltraLong

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#112) On October 07, 2009 at 4:41 PM, TMFUltraLong (99.95) wrote:

TMFEditorsDesk,

I'm really inclined to say Molina Healthcare, but since I've mentioned that alreadt in this thread lets go with Alliance Fiber Optic (AFOP). It's a really tiny company that cranks out a profit every single quarter, beats the expectations if there are any, and at times has traded below its mountain of cash on hand (at least for its size). It literally takes a cue from Rodney Dangerfield and gets no respect...

UltraLong

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#113) On October 07, 2009 at 4:43 PM, TMFUltraLong (99.95) wrote:

TheNumber9,

Nooooooo Nooo No No...I definitely wouldn't go that route because inflation is a tough bugger to predict even WITH all the figures the government provides for us. And who's to say the treasuries will continue to behave as we expect them to...the dollar sure as hell isn't. I'd say this is a relatively risky strategy and I'd avoid it or stick to a very small play if you do try it.

UltraLong

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#114) On October 07, 2009 at 4:45 PM, TMFUltraLong (99.95) wrote:

catoismymotor,

Blue....no yellow....aaaaahhhhhhhh

UltraLong

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#115) On October 07, 2009 at 4:46 PM, TMFUltraLong (99.95) wrote:

RodneyFarva,

Go clean your room, and I'm not your mother!

UltraLong

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#116) On October 07, 2009 at 4:47 PM, TMFUltraLong (99.95) wrote:

catoismymotor,

It still couldn't carry a coconut but it'd make for a dandy Thanksgiving bird =)

UltraLong

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#117) On October 07, 2009 at 4:49 PM, TMFUltraLong (99.95) wrote:

Bays,

Actually the last transaction I made was a speculative dabble, and I do mean dabble (not investment), into Cell Therapeutics calls.

UltraLong

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#118) On October 07, 2009 at 4:55 PM, TMFUltraLong (99.95) wrote:

llcx,

I admit I'm a bad boy with following the Baltic Dry Index, its not something I keep up with on a regular basis even though it does give us a good indicator of overall economic health.

Looking at the BDI, I don't see it moving higher from here beyond lets say 1-2 weeks. I still see more downside ahead..nothing catastrophic, but it will continue to drift lower into early December by my guestimation =)

UltraLong

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#119) On October 07, 2009 at 4:57 PM, outoffocus (23.02) wrote:

UltraLong,

What do you think about GAME? I'm interested in dabbling because it deals with mmorpgs which are virtual cash cows (literally).  But I'm having a hard time finding all the information I need to do my DD.

Thanks

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#120) On October 07, 2009 at 4:58 PM, TMFUltraLong (99.95) wrote:

JohnnyAngel33,

Don't worry, I'm protected by LifeLock! =)

No monkey, thats a bad monkey you're not getting that answer! I'll tell you this, its somewhere between 000-00-0001 and 999-99-9998

UltraLong

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#121) On October 07, 2009 at 4:59 PM, TMFUltraLong (99.95) wrote:

Ok folks... lunch time and grocery shopping etc... is calling me. Keep leaving those questions, I promise I'll get to them all.

UltraLong

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#122) On October 07, 2009 at 5:07 PM, Maximus88 (< 20) wrote:

UltraLong,

What's your opinion on REITs? Do you think they hold value for the next upcoming year? I'm looking into LXP.

 Thanks,

Maximus

 

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#123) On October 07, 2009 at 5:12 PM, IIcx (< 20) wrote:

thanks, there are some interesting stories in background but most agree with a short term bounce of up to 80% - here's a link to Maritime indexes I find useful; http://shipping.capitallink.com/

btw - fun blog idea 

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#124) On October 07, 2009 at 5:20 PM, portefeuille (99.60) wrote:

not a question.

CLRT is somewhat similar to GXDX.

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#125) On October 07, 2009 at 5:44 PM, NOTvuffett (< 20) wrote:

Hey Bluntman, long time listener first time caller, but you are one of my all time favorites.

Any idea on where the market is taking us? I have given up trying to predict this irrational market.

Am I just wrong in the head to prefer Mary Ann over Ginger?

Dazed and Confused in Dallas

 

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#126) On October 07, 2009 at 6:12 PM, PIGMA (27.70) wrote:

Great idea for a blog, extremely entertaining!

Coke or Pepsi?

What is your halo level?

What do you think of lxp and tgb?

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#127) On October 07, 2009 at 6:16 PM, rexlove (99.45) wrote:

Bluntman - where are you from?

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#128) On October 07, 2009 at 6:27 PM, rudcpr (< 20) wrote:

Ultralong,

LSD, magic mushrooms or MDMA?

Neurogesx (NGSX) is a one-trick pony with non-opiate pain patch rx, Qutenza, with approval/momentum in Europe, awaiting a decision in the U.S.  Any thoughts? 

 -rudcpr 

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#129) On October 07, 2009 at 6:39 PM, NOTvuffett (< 20) wrote:

has to be MDMA

 

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#130) On October 07, 2009 at 7:30 PM, devoish (98.37) wrote:

When will the USA achieve victory in its trade war with Asia?

When will the lowest 5% of American wages be enough to buy food, shelter and healthcare?

Will that healthcare be better than the Peyton Manning plan?

Should Gov't get involved in law enforcement again?

Who is the oldest person in the USA and how old is that person?

Is it 8:00 yet?

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#131) On October 07, 2009 at 7:32 PM, TMFUltraLong (99.95) wrote:

theMovement,

Imaging3 currently has 3.3M dollars more in liabilities than assets, is losing money, and trading at 109 times sales. I'll give you three guesses where I think its headed and the first two dont count.

UltraLong

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#132) On October 07, 2009 at 7:37 PM, TMFUltraLong (99.95) wrote:

theMovement,

American Sierra is even worse than the above. They can't even generate enough working capital to power their operations. Going to 0 as far as I'm concerned. If you want to play gold, buy the commodity or the tracking etf.

UltraLong

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#133) On October 07, 2009 at 7:43 PM, TMFUltraLong (99.95) wrote:

Outoffocus,

I really do like the mmorpg companies as a whole and I think you'll do well investing in Shanda for the long-term. I think it would be a mistake though to assume you're going to see this double in 6 months but I like the company. Another one I'd consider since they FINALLY came to their senses after 3 years and decided to spin off their gaming division is CDC Corp (CHINA).

UltraLong

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#134) On October 07, 2009 at 7:43 PM, georcole (52.37) wrote:

UltraDamus,

So here I sit with a question that I have been asking for about 13 years and I still haven't received a very good answer. What do warm blooded animals have that regulates their body temperature that cold blooded animals lack? The best guess I have is the skin. Reptiles generally have tough, scaly skin, but elephants don't have smooth skin either. So I'm still confused.

georcole

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#135) On October 07, 2009 at 8:01 PM, TMFUltraLong (99.95) wrote:

Maximus88,

I haven't seen enough improvement in the commercial or household real estate market to even remotely justify recommending REITs yet. You'll probably find 1 in 10 outperforming over the next 12 months and I don't like those odds.

Lexington looks intriguing if they can hit next years figures, but I don't think they can. Don't let the dividend yield allure you..just avoid the sector completely.

UltraLong

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#136) On October 07, 2009 at 8:06 PM, TMFUltraLong (99.95) wrote:

NOTVuffett,

I still feel that the market cannot keep going up forever without a decent correction in the ball park now of 14-15%. Treasury yields have created a massive divergence from the market and that should be a signal that we're about to peter out.

And no, I always preferred Mary Ann.

UltraLong

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#137) On October 07, 2009 at 8:11 PM, TMFUltraLong (99.95) wrote:

PIGMA,

Neither, soda is the bane of all existence and I don't drink teh stuff

Couldn't tell ya, I've never played Halo and no I don't live in a hole

See 2 or so messages above for my answer on LXP. I'm not a fan of Taseko Mines either. These mining companies are trading like gold is already at $1500. Their operations are hurting and they wont be making a profit anytime soon. They're up 400% off their lows in January so I say they've had their run.

UltraLong

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#138) On October 07, 2009 at 8:13 PM, TMFUltraLong (99.95) wrote:

Rexlove,

I'm from the planet K-Pax....

Actually grew up in Southern California and I call the suburbs of Seattle my home now

UltraLong

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#139) On October 07, 2009 at 8:15 PM, TMFUltraLong (99.95) wrote:

rudcpr,

Neither, but magic mushrooms if I had my choice.

I think you know very well how I feel about one-trick ponies. I admittedly know very little about Neurogesx so I'll need to look at it further and get back to you but chances are I won't like it...lol

UltraLong

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#140) On October 07, 2009 at 8:23 PM, TMFUltraLong (99.95) wrote:

Devoish,

Your questions being the most abstract... I'll meet them with laughable prognistications

- The USA will not win the trade war with Asia because the Yen is too powerful to stop

- When society becomes like Star Trek the next generation, only then can we abandon money as a crude form of bartering

- Healthcare continues to behave like the St. Louis Rams, 1 in every 20 tries. The Manning plan will be more successful

- Because government being involved in law enforcement has shown such promise in the past (China, Iraq etc) *sarcasm*

- I have no clue...but I sure hope it winds up being Bernard Madoff so he can enjoy his time in prison =)

- Its actually 22 minutes past 8pm ET

UltraLong

 

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#141) On October 07, 2009 at 8:29 PM, Maximus88 (< 20) wrote:

Thanks for your response with the REIT. Do you think JMBA can turn things around or better off waiting on the sidelines?

 Thanks again,

 Maximus

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#142) On October 07, 2009 at 8:32 PM, TMFUltraLong (99.95) wrote:

Georcole,

The skin does play a part, but its pretty easy to understand when you look at it this way. Warm blooded animals stay at a relatively constant body temperature regardless of their surroundings. Their bodies are like furnaces using food to create energy which can be used to create warmth. The skin of warm-blooded animals can be used to send sensory signals to the brain to open sweat glands if its too hot or cause muscle tremors or shivering if its too cold. Cold-blooded animals cannot control their body temperature and will change their environment not something within their body to control that temperature. If they want to get warmer they'll sit in the sun, if they want to cool down, they'll get wet or sit in the shade. They are very prone to major swings in energy due to this constant change in body temperature.

I have spoken...

UltraLong

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#143) On October 07, 2009 at 8:38 PM, beginningfool09 (< 20) wrote:

Hi UL,

Thanks for the opinion on Lexicon. I have a couple more questions. 

What are your thoughts of China Nat. Gas (CHNG), AgFeed Industries (FEED), and Sutor Technologies (SUTR)?

And do you think Limbaugh will really buy the Rams? That'd be rather interesting, I think.

Thanks. 

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#144) On October 07, 2009 at 8:40 PM, TMFUltraLong (99.95) wrote:

Maximus,

Although you're past the 24 hour mark I'll answer the question...

Jamba is an intriguing play with its strong cash position, but I think you have to wait for a pullback here, especially with their inability to turn a profit. I think it would be wise for JMBA to close about 10% of their weaker stores and I might be willing to give them the go ahead in the 1.10s.

UltraLong

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#145) On October 07, 2009 at 8:52 PM, TMFUltraLong (99.95) wrote:

beginningfool09,

Also after the 24 hour mark but I'll anwser this as well...

China Natural Gas...the numbers look intriguing but I'm going to pass solely on the fact that they've diluted the hell out of their shares over the last 5 weeks. How many more shares ARE they going to sell?

AgFeed Industries...Perhaps I'm overly bullish on agricultural stocks in general, but I like this company. From a technical perspective so-so...but definitely a thumbs up here. Fair valuation is somewhere between $9-10

Sutor Technologies... It never should have been as low as it was a few months ago. If they could just stop missing expectations so badly they'd get a strong buy from me. I'm not a huge fan of the 111M dollars in debt, but I'd say a speculative buy here seems appropriate.

Whoever does buy the Rams is getting ripped off. Thats what they get for leaving LA.

UltraLong

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#146) On October 07, 2009 at 8:53 PM, TMFUltraLong (99.95) wrote:

And that brings an end to Ask A Blunt Man....

UltraLong

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#147) On October 07, 2009 at 9:00 PM, Bays (30.09) wrote:

Ultra,

I have a request for "Better Know a Stock".  I think you might like it.

Hanwei Energy Services Corp. (TSX: HE) provides high value products and services for the energy sector in China and the Asia region. Hanwei serves its major energy customers through manufacturing facilities in China, producing products for the oil, coal power and wind power industries. 

They just came out saying they will miss their estimates for 2009 and the stock is now trading near an all time low of $.80 CDN.  Which I think is kind of drastic given their book value of $2.20/share. As well as the potential of China's growing energy demand and growing yuan. 

Let me know what ya think... 

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#148) On October 07, 2009 at 9:23 PM, TMFUltraLong (99.95) wrote:

I have a better idea Bays.... you do the write up on it, you seem to know the company and I'll comment on your blog about it.

UltraLong

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#149) On October 07, 2009 at 9:42 PM, Bays (30.09) wrote:

Deal

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#150) On October 07, 2009 at 9:44 PM, Bays (30.09) wrote:

Might have to wait till after thanksgiving (Canadian)

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#151) On October 07, 2009 at 10:11 PM, devoish (98.37) wrote:

Ultra,

This was a geat read and I hope you enjoyed answering our questions as much as I enjoyed reading the post.

For oldest person, I was looking for Tuttles Red barn which began life in 1632 and achieved personhood in 1886.

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#152) On October 07, 2009 at 10:37 PM, Tastylunch (29.28) wrote:

Did I stump Ultradamus? or was my question unworthy?

 I suppose we may never know

 Thanks for the fun thread Ultralong

 

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#153) On October 07, 2009 at 10:44 PM, TMFUltraLong (99.95) wrote:

Tastylunch,

Sorry..I knew with all these questions I'd inadvertently skip over one or two, so with that being said, I'll answer it since you got it in the 24 hour allotted time period...

I think you avoid most metals outside of palladium which is my favorite pure play right now. Obviouisly Stillwater and NA Palladium are the two stock pure plays but I much prefer to buy the sparsely traded metal itself. Although I think you see metals prices continue to trickle higher, the idea of playing country etf's intrigues me, specifically Australia which is highly tied into the metals industry.

I have spoken

UltraLong

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#154) On October 08, 2009 at 12:27 AM, Tastylunch (29.28) wrote:

UltraLong

no worries man, what you did was Herculean anyway. :)

thank you o wise and blunt one

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#155) On October 08, 2009 at 2:02 AM, BigFatBEAR (29.21) wrote:

UltraBlunt,

Not sure if I'm still in the running, but thoughts on TOT?

-BFB

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#156) On October 08, 2009 at 3:18 PM, thelastquincy (< 20) wrote:

Ultrablunt,

 How do you see us (americans) getting out of this slump? 

I'm a student in Cali and I really don't see how it 4 years its gonna get any better.

 

Also Superbowl who?

 

-thelastquincy

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#157) On October 08, 2009 at 4:45 PM, jmt587 (99.88) wrote:

Really enjoyed reading this Ultra, I hope you do it again sometime.

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#158) On October 08, 2009 at 6:41 PM, foolishdoog (< 20) wrote:

UltraLong, loved reading your blog. probably the most entertaining and informed MF blog this year..

i hope i made the cut off, but what are your thoughts on:

SOLR 

I have a small long position. 

and thoughts on a jobless recovery if there is such a thing?  

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#159) On October 08, 2009 at 8:02 PM, rjameson (< 20) wrote:

Any opinions on selling in the money January covered calls of TBT?

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#160) On October 09, 2009 at 12:14 AM, TMFUltraLong (99.95) wrote:

BigFatBear,

I'll only do this because you're fat....

Total, so you want my opinion on it huh.... ok, here goes...*breathes deeply*

Up down up down up down up down up down up down up down up down up down up down up down dividend payment up down up down up down up down up down... etc

it moves to $72 within 2 years is my call

UltraLong

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#161) On October 09, 2009 at 12:29 AM, TMFUltraLong (99.95) wrote:

thelastquincy,

Leave that god awful fire ridden earthquake infested mudslide prone high taxed state as fast as you can once you graduate, thats what I did

Indianapolis over Philadephia Eagles in the Super Bowl

UltraLong

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#162) On October 09, 2009 at 1:02 AM, belfairinvestor (29.20) wrote:

Bravo! You may take a bow.

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#163) On October 09, 2009 at 11:41 PM, GenericInvestor (86.77) wrote:

Altria or Philip Morris International?

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#164) On October 10, 2009 at 6:37 AM, lendlease (29.68) wrote:

Ultra long

You have shorted DZK and and the trend on this symbol is up scince Feb. Downturn should occur in the next few weeks.?

Obviously nothing goes up forever and it will be a good one to short when the turn comes.

What is your advice to someone like marc64 who has shorted scince Feb and is down -218

I would like to short this etf but I wont stand in the way of trend

regards

 

 

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#165) On October 11, 2009 at 1:21 AM, jweems (42.84) wrote:

Ultra, 

Would you consider changing your screen name to Ultra-Badass, if not, please explain why?

 Thanks,

John 

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#166) On October 11, 2009 at 4:32 AM, devilzadvocate (53.76) wrote:

What's your take on PLAB and ENTG? I am contemplating buying ENTG in RL.

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#167) On October 11, 2009 at 8:48 AM, JibJabs (89.34) wrote:

Ultra, I know this is way late but I'll seek your perspective anyways. What do you think of MTB?

Unsolicited bonus: my superbowl pick: New Orleans Saints over Baltimore. I'm a Bears fan, but N.O. has a D and a running game. Whoulda thunk it?

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#168) On October 13, 2009 at 12:08 PM, Bays (30.09) wrote:

alright, UltraLong.... as promised....

Here is my "Better Know a Stock" for HE.TO

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#169) On October 15, 2009 at 12:21 AM, Pennyperson (< 20) wrote:

What is your RW best sub $5 stock pick with expected returns to be rewarding in the near term and that will also endure the test of time for the long haul.

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#170) On October 15, 2009 at 12:31 AM, Eudemonic (64.53) wrote:

Ultra:

What's on your bucket list?

Marathon or Water Polo?

Chess or Monopoly?

 

 

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